Skip to main content

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.
  • How the no-edit flow works for saved payments.

Before you start​

  • Make sure you have active "Payment methods". If not, see Payment methods.
  • For fiscal printing, verify:
    • "Fiscal payment type" in "Payment methods";
    • "Fiscal VAT group" in taxes.

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.

Important: corrections on saved payments​

  • Once a payment is saved, it is locked for editing.
  • For a quick date/time-only correction, use "Save paid date".
  • If you need a change, use:
    • "Void payment";
    • "Refund payment" (including partial refund).
  • This keeps a clear history: original payment plus a separate correction.

Fast flow via "Reception"​

During busy shifts, use Reception:

  1. Open "Reception".
  2. Find the record in "Appointments", "Sales", or "Payment installments".
  3. Open the related sale and complete the payment.