Payment tenders
Every way a bill can be paid, what the portal records for each, and where it shows in reports.
| Tender | What it is | Recorded |
|---|---|---|
| Cash | Notes and coins | Amount; change when Calculate change (cash) is on |
| Card | Debit or credit card on your terminal | Amount and an optional reference |
| UPI | PhonePe, Google Pay, Paytm and the rest | Amount and the transaction ID when Collect payment code is on |
| Bank transfer | NEFT, IMPS, RTGS | Amount and reference |
| Cheque | Cheque | Amount and cheque number |
| Wallet | The customer's advance balance | Deducted from the wallet ledger |
| Membership | Prepaid membership credit | Deducted from the membership |
| Voucher | A gift card balance | Deducted from the card |
| Loyalty | Points converted at the programme's rate | Deducted from the points balance |
| Split | Two or more of the above on one bill | Each part with its own amount |
| Other | Custom methods you add under Settings, Point of Sale, Payment Methods | Amount and reference |
A bill that is not fully paid records the balance as a Due, which is collected later from Billing & POS; see Record a due and settle later.
In reports
The Payment Method Report totals each tender. Wallet, membership, voucher and loyalty are not cash in: the money came in when the wallet was topped up, the membership sold, the card bought or the points earned, so the Today's revenue figure and the Collected figure differ by exactly these; see Today's revenue and collected.
Related articles
- Take payment: cash, card, UPI and split tenders · Checkout
- Payment methods and print configuration · Settings
- Use an advance or wallet balance · Checkout