Take payment

The payment methods you see (for example cash, bank transfer, QRIS or debit/credit card) come from the register’s setup in the dashboard. The POS doesn’t connect to the EDC terminal or QRIS directly. Run the payment on the payment device first, then record the amount in the POS.

Paying with one method (POS Web)

1. Press Charge Rp… below the cart.
2. The Payment window opens. The register’s main payment method is already filled with the total.
3. For cash, type the amount the customer handed over. The POS works out the Change.
4. For non-cash, fill in the Reference number (optional), for example the EDC approval code.
5. If the customer wants the receipt on WhatsApp, enter their number in the Send receipt to WhatsApp section. See below.
6. Press Complete sale, or press Enter.

Split payment

1. Enter an amount on each method used, for example part by card and the rest in cash.
2. Press All next to a method to fill it with whatever is still due.
3. Watch the Tendered and Remaining rows. You can only complete the sale once Remaining is zero.

Change always comes out of cash. A non-cash method is never charged more than the bill.

POS Android only

1. The Payment window shows Total Due, Paid So Far, and Remaining or Change.
2. Pick a payment method, enter the Amount (Rp), and press Add. Repeat for the next method.
3. Remove a wrong payment with the × button in the Payments list.
4. If the customer wants the receipt on WhatsApp, enter their number in the Send receipt to WhatsApp section.
5. Press Complete Sale. The receipt prints straight away, and the cash drawer opens if any cash was taken.

On POS Android you can complete sales while offline. See Offline and sync.

Send the receipt to WhatsApp

On POS Web and POS Android, the Payment window has a Send receipt to WhatsApp section.

1. Type the customer’s WhatsApp number, then press Enter or Link. Fill in Name for a new customer (optional) and tick the marketing consent before linking, if needed.
2. The customer with that number is attached to the sale, so they earn loyalty points on it. A number the POS doesn’t know gets a new customer with a loyalty account.
3. If several customers use the number, pick one from Several customers use this number. Pick one:.

If you press Complete sale with a number that isn’t linked yet, the POS links it first. The sale isn’t charged until linking succeeds: if several customers match, the POS shows “Pick the customer for this WhatsApp number first”. Clear the number if no receipt should be sent.

Linking needs an internet connection, on POS Android too. The receipt itself is sent after the sale is recorded. See Send the receipt to WhatsApp.

Charging to a customer account

POS Web only. If the attached customer has credit terms, a Charge to …’s account option appears.

1. Tick Charge to …’s account. The customer’s available credit shows below it.
2. Press Charge to account.

The whole sale becomes an invoice, and no money is taken at the till.

Sale needs review

If the server finds something that doesn’t add up, the POS says the sale needs staff review. The sale is still saved and will be checked by staff in the dashboard. Don’t ring up the same sale again.

Tip

Seeing “This register has no payment channels configured”? Ask an admin to set up payment methods in the dashboard, under Settings → Cash Registers.