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Allow sales with an open balance at the point of sale
Allow sales with an open balance at the point of sale

You can allow your customers to pay only part of their reservation and keep a balance to be paid later.

Updated over a week ago

1. 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.

Initials > Settings

2. Sell with a negative balance

  1. 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.

  2. Then, a popup message will indicate that a balance of x is due by this customer. You can now confirm or cancel the sale.

  3. The balance due is also visible in the cart at the end of the reservation flow.

3. 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):

  1. Open the POS and go to "Orders."

  2. Select the correct order and click "Edit Order" to resume the order.

  3. Finalise the balance payment > Click "Continue to Payment" and follow the usual steps.

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