When you collect and close a sale, you have different options or possibilities that may be very interesting for your business.
Let’s see them:
1. Header:
- Paid: Tells you the collected amount when a partial payment has been made.
- Pending: Tells you the amount still to collect.
- Change: Enter the amount the customer gives you and it shows the change you have to give.
2. Amount:
- Shows you the amount entered manually with the pinpad or with the denominations.
3. Collection:
- Enter manually the amount using the numeric pinpad.
- < Use this key to clear the amount in case of a mistake.
- Click on the denominations to enter the amount in a more agile way.
Note: You can click on several denominations and they will be added.
4. Sales options:
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Select this button before collecting the sale to print the gift ticket without the total amount. In order to print, it must be selected in orange (see picture).
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If this button is selected in orange, when the sale is collected, the invoice will be automatically sent by email.
Note: For this option to work, you must assign a customer with a valid email address to the sale (See picture). If the email address is not valid, an error message will be displayed after closing the order.
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Select this option to print a double copy of the invoice.
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Activate the payment with the second currency.
5. Collection buttons: From left to right.
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Cash: Button to collect in cash.
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Card: Button to collect on card.
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Other payment modes: Button to show all the other forms of payment created.
6. Exit:
- Click on to exit the Collection screen.
7. Customer information:
- Shows all the information of the customer selected in the sale. Press on to edit the information for this customer.