Receiving Immediate Payment

The sale automatically totals the line items and shows the total on the sale summary screen. The summary of the line items is shown at the bottom of the sale screen.

Screen: Receiving Immediate Payment

If you wish to adjust the order of the line items then you can do so by using the "Move Handles" on each line item row which you can use to move the line items into the order that you require. When you are finished you can press the “Organise” button on the toolbar again, or press the “Tick” button at the top right of the screen.

If the customer is paying for the sale immediately then you can enter this on the sale summary screen as well. To be able to do this you must first select a deposit account where the money is received into.

If the customer is paying by cash then you will want to create a special bank account called something like “Cash On Hand” to record cash payments made by customers. Once you have selected the bank account you will be able to enter the payment amount into the “Paid Today” field.

You can create another sale by pressing the "+" button at the top right of the screen.

It is not required to enter the payment on the sale screen and instead you can receive payment via the “Receipt” screen at a later time.

You can return to the customers menu at any time by pressing the “Customers” button on the toolbar. This is a quick way to get back to the customers menu from where you can access all of the facilities of the customers module.