Hilfe - Alle Produkte & Anleitungen
German English
Hilfe - Alle Produkte & Anleitungen
German English
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Close Out and Pay

Once every article is in the cart and any discounts or vouchers have been applied, you close out the order and take payment. The Sales Point automatically creates the fiscalised invoice and prints it on the configured receipt printer.

Select a payment method

Tap the currently selected payment method in the bottom left (e.g. "CASH"). A list opens with every payment method configured in the bessa Manager under Payment methods.

Which payment methods are available depends on the modules you have purchased and on your configuration. Typical entries:

  • Cash

  • Card (via a connected payment terminal)

  • Voucher (with the Voucher module — see pos/vouchers/)

  • Customer tab (with the Customer-tab module — see Customer tabs)

  • Room (with the accommodation features — charged to a checked-in guest-room booking, see below)

Take payment

Tap Pay in the bottom right. The order is closed out fiscally, the invoice is generated and printed on the receipt printer.

A new empty order then appears on the screen — the Sales Point is immediately ready for the next transaction.

Calculate change from the numpad

When a guest pays cash with a larger note, you do not have to switch to the Split view to get the change: type the amount handed over into the numpad and then take payment with Cash. The Sales Point uses your entry as the amount given and calculates the change from it.

  1. Show the numpad — on landscape tablets via the numpad icon in the header with the As column placement, on handhelds and in portrait via the numpad tab.

  2. Type the amount given — e.g. 50 for a 50-euro note; decimals via the dot key, e.g. 20.50.

  3. Take payment in cash — tap the Cash payment method in the payment bar at the bottom of the screen.

The change then appears in a dedicated dialog on the Sales Point — even when the digital receipt is not enabled. It is also shown on the customer display, and the printed invoice carries the lines Given and Return.

As of version 6.1.0 the customer display also names the amount the guest handed over, above the change, as the line Given. The guest can use it to check the amount you entered before taking the change back. The two lines only ever appear together, and only when there is change at all: without change, the amount given merely repeats the total.

As on the printed receipt, the three amounts do not always add up:

  • A tip is not itemized. If one was given, total + change does not come to the amount handed over.

  • For a split payment, Given is the sum of every payment method except vouchers, not the cash share alone.

Please note:

  • Only amounts at or above the amount due (including any tip) are used. A smaller entry is ignored and the payment runs as a regular full cash payment — genuine partial amounts belong in Split (see below).

  • The entry is only used for the manual Cash payment method. Cash payment terminals and card terminals report the amount given and the change themselves.

  • An entry containing the quantity separator * (e.g. 3*2.50) is a quantity-and-price entry and is never used as the amount given.

  • If an article number or a quantity is still standing on the numpad, clear it before taking payment — otherwise it can be read as the amount given.

  • On landscape tablets this works in the As column placement only. In the Over cart placement the numpad covers the payment bar as soon as anything is typed.

  • After a completed payment the entry is dropped automatically. If a payment fails, the amount stays for the next attempt.

Reusing the numpad entry as the amount given is available from bessa POS version 6.0.8. In earlier versions you determine the change via Split.

Split a payment across methods

If a bill should be settled partly with cash and partly with card, choose the Split payment method.

  1. Tap the payment method and choose Split.

  2. Enter the amount for each payment method.

  3. Confirm with Pay once the partial amounts add up to the order total.

The Enter payments view keeps three values in view while you work:

  • Total — the amount due for the order.

  • Remaining value — what is still missing after the payments recorded so far. While an amount is outstanding, the pay button shows that remainder; it only switches to Pay at 0.

  • Return value — what you hand back once the recorded payments exceed the total. The value is highlighted as soon as it is greater than 0.

So to get the change, simply record the amount handed over as the cash payment: for a bill of € 43.20 and a cash entry of € 50.00, the Sales Point shows € 6.80 as the return value.

How an excess amount is booked depends on the payment method: with Cash it becomes the return value. With payment methods that allow tips (e.g. card payment), anything above the remaining value is booked as a tip — see Tips.

Each partial amount is printed on the invoice individually; the amount given and the change appear as the lines Given and Return.

Prepared payments via a function key

If your business regularly takes meal vouchers, gift vouchers or other fixed partial amounts, you had to go through Split every time. As of version 6.1.0 a tile on the order screen does it: a function key of type Payment, carrying a payment method and optionally an amount.

With an amount or without — two different things

Tile

What happens on tapping

with an amount (fixed or a share)

A payment is prepared. Nothing is collected yet

without an amount

The open rest is collected with this payment method right away — together with everything already prepared

Meal voucher example: the guest puts down a €10.00 meal voucher against a €24.60 bill. You tap the Meal voucher €10 tile. The cart now carries a line of −€10.00 and €14.60 is left to pay. You collect that with Cash or Card as usual.

The prepared payment in the cart

A prepared payment is a line of its own in the cart and behaves like a voucher:

  • It can be removed again at any time, as long as nothing has been collected.

  • It is capped at the open value. A prepared amount of €20.00 on a €12.00 bill draws only €12.00.

  • It is consumed before the tip. The amount left to collect drops everywhere at once — in the cart, in the table list and on the pay screen.

  • It appears on the invoice as a real payment on its own payment method, not as a discount.

The pay screen with prepared payments

Once a payment on anything other than a voucher is prepared, the individual payment-method buttons step back. In their place sits a single action, Book prepared payments, which books all prepared payments together. It names their total and, while something is still missing, the open rest as Still open: amount. Only once the bill is fully covered can it be triggered.

The voucher is the exception. If a payment is prepared on a voucher method, every payment method stays on offer as usual — precisely for the everyday case "voucher plus the rest in cash". Only a prepared payment on another method switches to the combined action.

Payments via a payment terminal

Three rules apply to terminal payment methods, because a bill can carry at most one terminal payment:

  • Preparing the same terminal method again adds the amount to the payment already prepared.

  • A second, different terminal method is refused: Only one terminal payment can be charged per bill. Remove the prepared terminal payment from the cart or use the same payment method.

  • A terminal whose integration is not set up on this Sales Point cannot be prepared at all: The terminal for this payment method is not available right now, so the payment cannot be prepared.

Payment methods that carry no partial amount

Some payment methods always value or move the whole bill and therefore cannot carry a prepared share:

A tile with an amount refuses these methods: This payment method can only settle the whole bill, not a part of it. Use a key without an amount instead. A tile without an amount works with them — but only while nothing else is prepared.

Nor can a bill with a prepared payment be booked onto a customer account: A prepared payment cannot be booked onto a customer account. Remove it from the cart or settle the bill instead. That route books no payments at all, see Customer tabs.

Please note:

  • Preparing needs a screen that can also collect the amount. When ordering onto a table or onto a room, tiles with an amount therefore have no effect.

  • An amount fixed outside the till — the value of a meal voucher, say — does not absorb the rounding remainder: a €20.00 bill is never booked as €20.01. If no other payment can absorb it, it still does, so no sale is blocked.

  • If a tile cannot be read because its parameters are faulty, the Sales Point reports it with the tile's id — instead of simply doing nothing when tapped.

Charge to a guest room

In accommodation businesses, open orders — from a table or directly from the counter — can be charged to a checked-in guest-room booking. Nothing is paid at the Sales Point; everything is settled together at check-out via the room bill.

  1. Choose Room as the payment method and tap Pay.

  2. The list of checked-in bookings opens. Find the booking by room number or guest name — or scan the guest's room card.

  3. Confirm your selection. The articles are transferred onto the guest-room booking.

No payment and no invoice are created. A transfer receipt with a signature line is printed for the guest to confirm. The revenue is only settled at check-out via the room bill.

Please note:

  • The full amount is always transferred: no combination with other payment methods, no split and no tip. If only some articles should go to the guest room, select the article quantities as you would when paying a table in part.

  • The user needs the "Order at Room" permission — see User Roles and Permissions Management.

  • If the guest has been checked out in the meantime, the Sales Point reports this and you pick another booking.