Associated permission: Charge
Once the order taking is done, then the user can proceed to billing. There are two paths to proceed to billing.
Charge from home screen:
Charge from ongoing orders screen:
User will be directed to the charge screen from any of the above actions. Payment related details such as payment method, customer, delivery method, including service charge can be finalized from this charge screen.
Payment methods will be discussed in detail under the next few topics. Other important fields in charge screen are discussed here.
|1||Payment method selector||Provide the ability to select from all the configured payment modes in the system.|
|2||Split payment||To split payment between two or more payment types.|
|3||Customer||Customers screen will be shown when this field is clicked. There the user can select or add the customer.|
|4||Steward / performer||Specify the salesperson. This field shows the list of all the users specified in the system.|
|5||Delivery method||Choose how the order will be directed to the customer. No-delivery, takeaway and custom delivery methods specified from back-office will be listed here. If the delivery method is chosen in order saving, this field will contain the same previously selected value.|
|6||Waive off service charge||This field is only displayed if a service charge is configured from back-office settings. If this field is checked, the Service charge will be removed from the bill value.|
Default behaviour: Whether this checkbox is on/off when entering payment screen is dependant on 2 factors:
If this field is set while order taking, the value will continue here.
The default value shown here or in the similar checkbox in order details window is governed from a back-office setting.
Go to -> Back-Office -> Settings -> General -> Explicit Service Charge
7 | Charge button | Payment will complete here and will be directed to payment complete screen. Order finalizes at this point and a receipt will be created.
Once the charge button in charge screen is clicked, the order get finalized and a receipt will be created in the system. User will be directed to "payment successful" screen. Receipt will be printed here automatically or give the option to print manually as configured in app settings.
User will be redirected to the home screen when the "ok" button is pressed. "Print receipt" button can be used to print a copy of the receipt in case another bill copy is required. To configure the system to always print 2 copies of the receipt, use the back-office setting,
Back-office -> settings -> receipt printing -> print receipt true copy
If KOT/BOT has not been printed for the order yet, they can be printed here. But, whether they are printed automatically or manually by pressing the "print KOT/BOT" button is defined in the app settings.