1. Order balance
The order balance is the total obtained by subtracting the payment amount from the value of the tickets:
An order that has been paid in full has a balance of 0, meaning that the payment is equal to the amount of tickets.
A positive balance means that a payment is missing; add the missing payment or cancel tickets equal to the missing payment.
A negative balance means that there is an overpayment; issue a refund for the excess amount or add tickets equal to the overpayment.
2. Enable the balance function in the POS settings
To allow customers to make unpaid reservations or to pay a deposit, you need to enable the Complete Order with Balance option in the POS settings. In this case, the total order amount will be paid later.
Click on your Initials > Settings.
3. Sell with a positive balance
When you record a payment that is less than the amount owed by the customer, or zero, you will see a yellow button at the bottom of the page Complete order with balance > click on it.
Then, a popup message will indicate that a balance of x is due by this customer. You can now confirm or cancel the sale.
The balance due is also visible in the cart at the end of the reservation flow.
4. Finalise an order with a balance
To process the payment of a reservation whose balance is not yet settled (reservations made by phone or orders with a deposit):
Open the POS and go to Orders.
Select the correct order and click Edit Order to resume the order.
Finalise the balance payment > Click Continue to Payment and follow the process on how to manage a sale on the POS.