POS Payments and Tendering Guide

A practical guide to receiving payment at the counter, completing sales correctly, and understanding the main payment actions on the POS payment screen.

Inventory & POS Cashier and Counter Setup End-User Guide

Overview

The POS payment screen is where the cashier confirms the final total, records how the customer paid, and completes the receipt. It supports normal completion, reprinting, and copy control.

Helpful note: This guide covers payment completion. Use the daily operations guide for the wider sale flow and the POS options guide for printer and receipt setup.

Where To Find It

Path: POS > Cash Sale > Receive Payment

Open a POS sale, add items, then move to the payment screen when you are ready to collect the amount due.

How It Works

QBM shows the total amount at the top, the payment entry area in the middle, and the final actions at the bottom. Cashiers can record one or more payment methods, review the balance, then choose Save Only or Save and Print. Reprint and number of copies are available when a printed output is needed.

Main Areas

Area What It Means When To Use It
Total amount panel Shows the receipt total and currency before the sale is completed. Use it to confirm the customer is being charged the correct final amount.
Payment methods area Records how the sale is paid, including cash or other payment methods supported by the counter. Use it when collecting full payment, split payment, or reviewing the remaining balance.
Save, Save and Print, and Reprint Controls whether the sale is saved only, saved and printed, or printed again when reprint is needed. Use Save and Print for normal counter receipts, Save Only when printing is not needed immediately, and Reprint for replacement receipts.

Recommended Workflow

  1. Complete the item entry on the POS sales screen and open the payment window.
  2. Review the total amount and confirm the currency and receipt value.
  3. Enter the payment amount under the correct payment method or methods.
  4. If a printed receipt is needed, confirm the number of copies and whether reprint applies.
  5. Choose Save and Print for normal receipt output or Save Only when the sale should be recorded without immediate printing.
  6. Hand the printed receipt to the customer or continue with PDF or Email from the saved transaction if your process requires it.

Best Practice

  • Check the total before completing the sale, especially after discounts or manual price changes.
  • Use reprint only when a replacement receipt is genuinely required.
  • Keep the number of printed copies controlled so receipt output stays consistent across counters.
  • If a payment method amount does not match the total, review the entered values before saving.