Taking Payment and After the Sale
Charge the cart on New Sale with cash, online, receipt, or store credit, then print or share the receipt after checkout.
Taking Payment
Click Charge / Checkout to open the payment dialog.
Store Credit
If the attached customer has store credit:
- A Use Store Credit toggle appears at the top.
- Enable it to apply the balance toward the order. If credit covers the whole amount, no other payment method is needed.
Payment Methods
Choose the method for the remaining amount:
| Method | Description |
|---|---|
| Cash | Quick-amount buttons let you tap the tendered cash in one touch; the change due is calculated automatically. |
| Online | Digital payment (card, InstaPay, mobile wallet, bank transfer, etc.). |
| Receipt | Transfer payment with an optional receipt image upload (JPEG, PNG, or WebP). |
Note
Only payment methods enabled for the selected store appear. See Payment Methods to configure them.
Partial and Scheduled Payments
You can take part of the total now and schedule the rest:
- Edit the amount to pay now.
- Enable Schedule Remaining Payment and pick a due date.
- The remainder becomes a scheduled payment you can track in Overdue Payments.
Pay Later
For Pickup, Delivery, and Dine-In orders, you can skip payment entirely and collect it later; the order is created as unpaid. In-Store sales always require payment.
After the Sale
The success screen shows:
- The change due (large and clear, when the customer paid cash)
- The order number and total
- New Sale: start the next sale immediately
- Print Receipt: print via a connected thermal printer or the browser print dialog. If auto-print is enabled in your receipt settings, the receipt prints automatically.
- Send via WhatsApp: share the digital receipt with the customer on WhatsApp. See WhatsApp Sharing.
- View Orders: exit to the orders list
The order appears in Sales with its order number, inventory is adjusted automatically (when tracking is enabled), and the order source is recorded for analytics.
Tip
Need a digital receipt? Open the order from Sales > All Sales. From the order details you can download a PDF, copy a shareable receipt link, or show a QR code the customer can scan.
Related
- Creating Orders (New Sale): Overview of the full sale screen
- Cart, Discounts, and Fees: Build the ticket before checkout
- Print and Share Receipts: PDF, link, WhatsApp, and QR from order details