Orders Management

Add-on: Orders Management.

An order keeps a cart you plan to finish or collect payment for later.

An order can be unpaid, partly paid, or paid. Its payment state is different from whether staff have made, packed, or handed over the order.

Open Orders > Manage Types. Add a name such as Pickup or Delivery. Set a fee if needed.

These POS order types are not the same as the online shop's checkout controls. Set online choices in Online Store > Checkout & Payments too.

Build the cart on Sell. Add the customer, order type, date, and note when needed. Choose Order from the payment choices.

Check the details and save the order. Open it in Orders to confirm it is there. Saving an unpaid order does not take payment.

Open Orders and select the order. Choose Edit to change its cart. Check existing payments before changing the total. Save and reopen the order.

You can also check its customer, assignee, type, note, and hand-off details. Resend the order only when the customer needs the updated copy.

Open the order and review its total, amount paid, and balance. Use its receipt and linked sale records to check payments.

Use the Not Paid, Partial, and Paid filters to find open balances. Check the date range if an order is missing.

Open the order and choose Pay Off. Check the amount still due. Enter the payment amount and choose its method.

Finish the payment steps. Reopen the order and check the paid total and remaining balance. An order can have more than one payment.

Use Pay off orders when you need to pay more than one order at once. Select only the orders you mean to pay.

Check their customers, balances, selected count, and total. Continue through the payment steps shown. Afterward, check each order's balance and the payment record.

Open the right order and choose Delete. Check its number and any payments before you confirm.

Do not use deletion to refund money or cancel a bank charge. Handle the payment separately through the right payment flow.