Taking payment, change and receipts
You will be able to: Take cash, card, split and on-account payments; Explain what a finalized receipt posts to the books; Reprint and share a receipt.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Press PAY (F9) to open the payment panel. Tap a payment mode and its amount starts as the balance still to pay. For cash, tap a quick-cash button such as 100 or 200 or type the amount handed over. For a split payment tap a second mode and adjust the amounts until REMAINING reaches zero. Modes that need a reference, such as card or cheque, ask for a Ref no.
- REMAINING is what is still to pay. It becomes CHANGE if too much cash was handed over and SETTLED when the amounts match.
- Change can only come from cash. If non-cash payments alone exceed the total, FINALIZE is blocked.
- FINALIZE (or F9 again) completes the sale. Esc or Cancel closes the panel and keeps the cart.
Shortcuts
With items in the cart and nothing entered, press F9 twice: the first press opens the pay sheet, the second takes the exact total in cash and finishes the sale. If Round cash total to nearest 0.25 is ticked in Settings ▸ POS Behaviour, that F9 shortcut takes the total rounded up to the next 0.25 and shows the difference as change; the posted total never changes.
Selling on account
The On account payment button sells on credit: the amount goes to the customer's account instead of the drawer. It needs a real customer, so a walk-in sale opens the customer box. If the customer is over the credit limit Zeyto warns and asks you to confirm, or refuses when Credit Control is set to block. A customer created at the till has no credit limit; by default on-account sales to them are refused until you set a limit or a manager approves one sale with a POS PIN.
What a finalized sale posts
| Account side | What is booked |
|---|---|
| Debit | Each payment, to the account of its payment mode (cash goes to Cash in Hand) |
| Credit | Sales for the taxable amount and VAT Output for the VAT |
| Cost of sale | For stock items: debit Cost of Goods Sold and credit Inventory at cost |
The receipt is numbered like POS-00001 (the prefix is set in Settings ▸ Numbering) and dated the day the shift opened. Items leave the default warehouse of the shift's branch. If the company does not allow negative stock, an item with too little stock makes the sale fail with a message.
Printing and the drawer
By default the receipt prints straight after the sale. In Settings ▸ POS Behaviour you can untick Auto-print so the receipt waits on screen with Close and Print buttons, set 1 to 9 Copies, and choose when the drawer opens: on every cash sale, on demand only (F11), or never. F11 opens it by hand and needs the server and an open shift.
Reprint and share
F12 reprints the last receipt of this terminal. Whether a reprint is free, needs a reason or needs a manager PIN is decided in Line Control, and every reprint is written to POS Audit. The Share button sends a receipt to WhatsApp (it opens a wa.me link with the receipt text) or e-mails the receipt PDF through your mail server (Settings ▸ Sharing). A tip taken on the pay sheet goes to a Tips Payable liability account, not to sales.
Try it in the demo
- In the demo till add two items and press PAY (F9).
- Tap Cash, enter more than the total and read CHANGE. Then add a second mode to split the payment.
- Press FINALIZE, then open POS ▸ POS Receipts and click the receipt to see its lines, VAT and total.
- Open Reports ▸ Posting Trail, type the receipt number and read the debit and credit rows.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Change can only come from cash.
- A finalized sale debits the payment mode and credits Sales and VAT Output, plus cost entries for stock items.
- On account needs a customer and obeys the credit limit.
- Every reprint is written to POS Audit; F12 reprints the last receipt.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Which key sequence takes the exact total in cash and finishes the sale?
2. Every receipt reprint at the till is written to POS Audit.
3. What happens if a customer pays AED 50.00 by card and AED 50.00 in cash for a AED 94.50 sale?
4. A cash POS sale has taxable 90.00 and VAT 4.50. Which entries does the sale post?
Select all that apply.