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How to add a payment to a sale

This page shows how to add a payment to a sale in the business app.

What you’ll learn​

  • How to open the payment form.
  • Which fields are required.
  • How to use the change calculator.

Before you start​

  • Make sure you have active "Payment methods". If not, see Payment methods.

Steps: Add a payment to a sale​

  1. From the bottom menu, tap "+" → "New Sale". In the desktop app, use "+ Create" → "New Sale".
  2. Add items or services to the sale.
  3. In "Payments", select "Make payment".
  4. In the "Payment" modal, fill in:
    • "Payment methods" — required.
    • "Amount" — minimum 0.01.
    • "Paid on" — date and time.
    • "Cash register" — optional.
  5. Optional: use the "Change calculator":
    • "Received amount" and currency (BGN/EUR)
    • "Change to return" or "Insufficient amount"
  6. Confirm with "Make payment" (or "Save" when editing).
note

The "Cash register" field is a Premium feature and requires a Premium subscription.

note

The change calculator supports Bulgaria’s euro adoption and a smoother transition from BGN to EUR.