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How to add a payment to a sale

This page covers the Payment screen inside a sale. This is where you choose the payment method, amount, and paid date, and where you may also work with Cash register, the change calculator, and fiscal printing.

When to use this page​

  • When you already have a sale and need to record money received.
  • When you need to choose a payment method and set Paid on.
  • When you need to use Cash register or the change calculator.
  • When you need to adjust the paid date, void, or refund a saved payment.

Before you start​

What you see in the form​

  • Sale Details with:
    • Total
    • Remaining amount
  • Payment method — required.
  • Amount — required, minimum 0.01.
  • Paid on — payment date and time.
  • Cash register — shown for businesses with the paid cash-register feature enabled.
  • Change calculator — helps calculate change or warns when the amount is not enough.
  • Balance / Overpayment — summary at the bottom of the form.

Steps: Add a payment to a sale​

  1. Create or open a sale.
  2. In Payments, choose Add payment.
  3. In the Payment screen, choose the payment method.
  4. Fill in Amount and, if needed, change Paid on.
  5. If your business uses cash registers, choose the cash register.
  6. If you take cash in person, optionally use the Change calculator.
  7. Save with Make payment or Save, depending on the context.
note

The Cash register field is shown only when the business has the paid cash-register feature enabled.

How the change calculator works​

  • Enter Received amount.
  • The screen then shows:
    • Change to return when the received amount is enough;
    • an insufficient amount warning when the received amount is lower than the due amount.
  • The calculator is a helper for front-desk work and does not replace the actual Amount field.

Fiscal printing​

  • On a new payment, you may see an option related to fiscal receipt printing.
  • If fiscal printing is available and there is a selected device ready to work, the receipt is printed after the sale is saved.
  • If the selected device is configured for non-fiscal mode, the system prints a non-fiscal receipt instead of a fiscal one. This mode is for test and non-fiscal scenarios, not for real fiscal flow.
  • If there is no selected device or the current environment does not support local printing, the payment may still be saved, but printing will not complete automatically.
  • After save, the payment may keep a status such as:
    • fiscal receipt will be printed;
    • fiscal receipt printed;
    • fiscal receipt printing failed.
  • If printing fails, you may need to retry after checking Fiscal devices and fiscal printing.

Important: corrections on saved payments​

  • Once a payment is saved, the method, amount, and cash register are no longer edited from this screen.
  • You can still change Paid on by using Save paid date.
  • On a saved payment you may have actions such as:
    • Refund payment
    • Void payment
  • This keeps a clear history of the original payment and any later correction.
  • In fiscal flow, these actions may also print a reversal fiscal document if the original payment already has an issued fiscal receipt.
  • The detailed rules and limits are described in Payment voids and refunds.

How this connects to the other screens​