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Take payment and finish the bill

👤 For: Cashiers and front-desk staff

This is the last step: collect the money and print the receipt. The customer can pay one way, or split the bill across several.

Open the Checkout screen​

When everything is in the bill, tap CHECKOUT (F2) (on a phone, tap the 🛒 cart button first).

┌────────────────────────────────────────────────────────────┐
│ ← Checkout                  [✨ Offers]  [$ Tip]  [📝 Remark] │
├────────────────────────────────────────────────────────────┤
│                    ₹ 1,850.00          ◄── amount still to pay│
│  Coupon Code [__________]  [Apply]                          │
│  Percent Discount [___]    Cash Discount [___]              │
│                                                             │
│  Payment Methods                  [ Add Payment Method ]    │
│   Cash          ₹ [ 1,000 ]  🗑                              │
│   Card          ₹ [   850 ]  🗑                              │
│   Card Number   [ 4321 ]                                    │
│                                                             │
│                 [ 🖨️ PRINT RECEIPT (F2) ]                   │
└────────────────────────────────────────────────────────────┘

The big number at the top is the balance: how much is still left to pay. It goes down as you enter payments.

Take a single payment​

  1. Under Select Payment Method, tap how the customer is paying, e.g. Cash.
  2. Type the amount they're paying.
  3. Check that the balance at the top shows ₹0.00.
  4. Tap PRINT RECEIPT, or press F2. 🎉

🔓 Optional feature: Fill in the amount automatically If your store has this turned on, the full bill amount is filled in under Cash for you. Just check it and print. Ask your admin to turn ON ShouldPopulateBillAmountAutomatically in the back office settings. If the setting is not available, please contact Invoay Support.

Giving change​

If the customer hands over more cash than the bill (for example ₹2,000 for a ₹1,850 bill), type the amount they gave. The balance shows a minus amount, which is the change to hand back.

ℹ️ Note: Change can only be given when the customer pays fully in cash. Some stores don't allow entering more than the bill amount at all. In that case, just enter the exact bill amount.

Split the payment​

Customer wants to pay part cash, part card? Easy.

  1. Tap the first payment method and enter its amount.
  2. Tap Add Payment Method and choose the next one.
  3. Enter the remaining amount.
  4. Once the balance shows ₹0.00, tap PRINT RECEIPT.

To remove a payment line, tap its 🗑️ delete icon, then Delete.

🔓 Optional feature: More than one non-cash payment of the same type Normally, each payment method can be used once per bill. If your store allows it, you can add the same non-cash method more than once, for example two different cards. Ask your admin to turn ON AllowMultipleNonCashPayments (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Extra details: Some payment methods ask for one more detail, such as a card number (4 to 64 characters) or a reference number. Just fill in the extra box that appears.

Extra charges: Some payment methods add a small fee. If so, you'll see "Additional Charge… | Payable Amount…" under the amount, so you know exactly what to collect.

Pay with the customer's wallet, points or membership​

These options only work when a customer is chosen for the bill. Without a customer, they're greyed out.

Store wallet (prepaid balance)​

  1. Tap the wallet payment method.
  2. The customer's Wallet Balance is shown. Enter the amount to use.

You can't use more than the balance. If you try, you'll see "Insufficient Balance".

🔓 Optional feature: OTP for wallet payments If your store has this turned on, the customer receives a one-time code to approve paying from their wallet. Ask your admin to turn ON ValidateOtpOnWalletItem (under OTP Validation Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Loyalty points​

  1. Tap Loyalty Points.
  2. The Loyalty Point Redeem window shows the customer's Available Points, what they're worth, the Minimum Pts Required, and the maximum they can use at your store.
  3. Enter the Number of Pts to Redeem.
  4. Tap Redeem.

🔓 Optional feature: OTP for loyalty points If your store has this turned on, the customer receives a one-time code to approve using their points. Ask your admin to turn ON ValidateOtpOnLoyaltyRedeem (under Loyalty Point Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Membership wallet​

🔓 Optional feature: Membership Wallet You'll see this payment method only if Membership Wallet is turned on for your store. Ask your admin to turn ON IsMembershipWalletEnabled (under Membership Wallet Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Membership Wallet.
  2. Choose which of the customer's membership wallets to use. You'll see each one's Current Balance, Purchase Date and Expiry Date.
  3. Enter the Redeem Amount, then tap Redeem.

If the customer is paying only by membership wallet, the wallet must cover the whole bill. If it doesn't, add another payment method for the difference.

🔓 Optional feature: OTP for membership wallet If your store has this turned on, the customer receives a one-time code to approve the payment. Ask your admin to turn ON ValidateOtpOnMembershipWallet (under Membership Wallet Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Pay by card or UPI on a connected card machine​

If your store uses a card machine that's connected to Simple POS, the amount is sent to the machine for you.

  1. Tap the card machine's payment method, for example WorldLine, PhonePe, Razorpay or BonusHub.
  2. Check the Amount, choose Card or UPI, and tap Pay.
  3. Follow the prompts on the card machine. Simple POS shows the payment's progress.
  4. When the payment goes through, it's added to the bill automatically.

If something goes wrong, you'll see options to Retry, Check Status, Cancel Transaction or Change Payment Type.

🏷️ Applies to: Stores with a connected card machine. On the WorldLine and Razorpay editions, only Cash and the built-in card machine are offered. To connect a card machine, please contact Invoay Support.

Leave part of the bill to pay later (pending amount)​

Sometimes a regular customer pays part now and the rest later.

  1. Enter what the customer is paying now.
  2. Tap PRINT RECEIPT. Simple POS asks "Do you wish to allow pending amount?"
  3. Optionally, pick a Pending Amount Due Date.
  4. Tap Yes.

The unpaid amount is saved against the customer. It shows as Pending on their card next time you bill them.

Good to know:

  • A pending amount needs a registered customer. Walk-in bills must be paid in full.

🔓 Optional feature: Pending amounts Some stores don't allow pending amounts at all. If yours doesn't, you'll see Pending Amount Not Allowed, and the bill must be paid in full. Ask your admin about ShouldDisablePendingAmount (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Add a tip for the staff​

🔓 Optional feature: Tips If you have the Tips feature, you'll see a Tip button at the top of the Checkout screen. Ask your admin to turn ON IsTipsEnabled (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Tip.
  2. Enter the Tip Amount.
  3. Tick the staff member(s) who should get it. If more than one, enter each person's Split Amount.
  4. Tap Select.

The split must add up to the full tip, and nobody can get ₹0. Once added, the button shows the tip total, e.g. Tip ₹100.

Add a note to the bill​

Tap Remark at the top of the Checkout screen, type a note (for example "Customer to collect product tomorrow"), and save it. The note is kept with the bill.

Picking the staff member for the bill​

🔓 Optional feature: Staff on every bill Some stores record which staff member each bill belongs to. If yours does, Simple POS asks you to choose an employee when you tap PRINT RECEIPT. Ask your admin to turn ON IsEmployeeRequiredForBill in the back office settings. If the setting is not available, please contact Invoay Support.

Finish up​

When the balance is ₹0.00 (or you've agreed a pending amount), tap PRINT RECEIPT (F2). You'll see "Processing bill", then the Receipt Summary. See Print or reprint a receipt.

🔓 Optional feature: Round off the bill If your store rounds bills to the nearest whole amount, the total is rounded automatically. For example, ₹1,849.60 becomes ₹1,850. Ask your admin to turn ON ShouldRoundOffBill (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.