Convert held sales and pay

When the customer comes back, turn their hold sale into a bill of today and take payment.

Who uses it:CashierManagerWhere:Windows POSAndroid POS
On this page

A hold sale is a bill kept for a customer: not paid, and not a sale yet. When the customer comes back to pay, you convert it. It becomes a new bill of today, and you take payment as for any bill.

The Hold sales list

Hold sales, and the manager's approval when you need one.
  1. Hold sales: the bills held for customers. It is the tab the window opens on.
  2. Search: the customer's name, phone or code, or scan their QR.
  3. The hold sale: who it is for, its number, its table and the day it was held.
  4. The total: what the bill comes to.
  5. Convert and pay: makes it a bill of today and opens it.
  6. Approve: when a manager must approve, they type their PIN and press it.

Convert and take payment

  1. On the table screen, press 📒 Pay later / Deposit. The Hold sales tab opens.
  2. Find the customer, and press Convert and pay on their row.
  3. If Manager approval opens, a manager types their PIN and presses Approve.
  4. The bill opens on the sales screen: Hold sale of Tan Ah Kow converted: pay it as any bill.
  5. Press Pay RM 45.00 and take the payment.

The hold sale leaves the list. Today's sales now count the bill.

If something goes wrong

  • That hold sale was converted or closed on another POS. The list is read again.: it is already done there. Nothing more to do here.
  • The cloud cannot be reached to check this hold sale, so a manager must approve converting it on this POS's copy.: a manager types their PIN and presses Approve.

FooodPos Wiki

FooodPos is a cloud POS for restaurants in Malaysia.

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