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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. If the remaining amount is paid with the default method, Quick pay adds the payment with one tap.

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 want to pay the remaining amount of the sale with one button — Quick pay.
  • When you need to adjust the paid date, void, or refund a saved payment.

Before you start​

What you see in the form​

  • Payment method — required.
  • Amount — required, minimum 0.01.
  • Received amount — the change calculator. It is shown only for cash payments; if the method has no Fiscal payment type set, the field is shown as if it were cash. There is no calculator for client wallet balance.
  • One line under the amount shows the date, employee, location and cash register of the payment. The Change button opens the fields so you can edit them:
    • Paid on — payment date and time;
    • Collected by — the employee who takes the payment;
    • Payment location — the location where the money actually comes in. It is prefilled with the location you work in and you can change it. In a business with a single location the field is not shown;
    • Cash register — shown for businesses with the paid cash-register feature enabled.
  • The fields open by themselves when something in them needs fixing — for example when the chosen cash register is in another location. A message under them says what to correct.

If you choose payment with client wallet balance:

  • the sale must already have a selected client;
  • the screen shows that client's available balance;
  • the amount cannot be higher than the available balance;
  • you can apply the available balance directly when it covers part or all of the payment.

Steps: Add a payment to a sale​

  1. Create or open a sale.
  2. In the sale, choose Payments.
  3. In the panel under Pay with, choose a payment method. The Payment screen opens with the chosen method.
  4. Fill in Amount.
  5. Check the line with the date, employee, location and cash register. If something needs to change, choose Change and correct Paid on, Collected by, Payment location or Cash register.
  6. If your business uses cash registers, choose a register from the same location.
  7. If you take cash in person, optionally enter Received amount to see the change.
  8. Choose Apply. The payment is added to the sale and is saved when you save the sale.
note

The Cash register field is available only when the business has the paid cash-register feature enabled. Without it you see the Premium label and an invitation to subscribe instead of the field.

note

Payment with client wallet balance is a built-in method. To use it, the sale must already have a selected client, and that client must have available balance.

Payment location and cash register​

The payment location is the location where the money physically comes in. It can differ from the location of the sale — for example, when a client buys in one location and pays the rest in another.

  • The sale stays recorded in its own location.
  • The payment is recorded in the location you chose in Payment location.
  • If you choose a cash register from another location, the message "The selected cash register belongs to another location." appears under the field and the payment is not saved until the two match. Correct either the location or the register.
  • Cash registers from closed locations are not offered in the list.
  • If the business has switched on the Mandatory selection of a checkout counter during payment setting and the payment location has no active cash register, the message "There is no active cash register in this location." appears under the field. Create a register for the location in Cash registers or choose another payment location.

The same check applies to the expense form and to commission payouts.

In reports, the difference shows up in the filter names: "Payment location" in Payment reports and "Sale location" in Sales reports.

Quick pay​

The Quick pay button is in the sale, next to Payments. It appears when there is a remaining amount to pay and the sale has no installments.

The button adds a payment for the whole remaining amount: with the current date and time, with the default payment method from Payment methods, collected by you and in the location you work in. The payment is saved when you save the sale.

  • If the business has switched on Mandatory selection of a checkout counter during payment and has the paid cash-register feature, the button takes the location's register only when the location has exactly one active register. With several registers or none, the Payment screen opens with the method and the remaining amount, and you choose the register.
  • If the remaining amount has been paid in the meantime, you see "No payment required".
  • If there is no default method, you see "No default payment methods found".

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, cash register, and payment location are no longer edited from this screen.
  • In the Correction section you can fix Paid on and Collected by.
  • When you open a saved payment, the location is shown in the summary above the Correction section. In the list of payments on the sale, the location is written under Collected by only when it differs from the location of the sale.
  • 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​

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