Billing (New Sale -> Checkout)

Billing is the primary POS screen used for day-to-day selling. Depending on your store mode and add-ons, Billing supports:

• Standard retail billing
• Restaurant billing (KOT, table transfer, etc.)
• Refund / edit flows (role-permission controlled)

Video Tutorial

Screen: Billing

Purpose

Create a sale by selecting products, adjusting quantities, applying discounts/taxes, and collecting payment.

Common workflow (fast billing)

1. Search/select products and add them to the bill.
2. Adjust quantity/weight as needed.
3. Attach a customer.
4. Hold the bill and resume later.
5. Review totals and confirm.
6. Print receipt (and KOT for restaurant mode where enabled).

Actions & controls (top / header area)

Attach customer

Used to link a bill to a customer for credit history and bill history tracking.

• If no customer is attached, the button typically shows Add customer.
• If a customer is attached, the button shows Customer with the selected name.

Hold / Resume (Standard billing)

Hold is used when you want to temporarily park a bill (for example, a customer continues shopping) and start a new bill.

Typical usage:

1. Add items to the bill.
2. Tap Hold.
3. Continue with a new bill.
4. Tap Held to view held bills and select one to resume.

Held orders sheet includes:

• Search by order number (quick lookup)
• List of held orders

Restaurant actions (when enabled)

• Send KOT: Prints/dispatches a Kitchen Order Ticket for kitchen workflow.
• KOT Note: Adds a note for the KOT.
• Table Transfer (if enabled): Transfers a running order between tables.

Product selection

How to add items

1. Use the search bar to find products (by name / code depending on your catalog setup).
2. Select a product from the list/grid.
3. The item appears in the bill items list.

Notes

• If you use a connected weighing scale, weight-based items may use live scale readings when configured.

Bill items (cart) editing

What you can do

• Increase/decrease quantity
• Remove an item
• Apply item-level adjustments (depending on permissions)

Refund quantity behavior (when refund flow is enabled)

Refund quantity steps may differ between normal items and weight-based items:

• Count-based items usually decrement in whole numbers.
• Weight-based items may decrement in fractional steps (for example, 0.5).

Screen: Connect Printer & Weighing Scale

Purpose

Connect and manage the devices used during checkout:

• Printer (receipt/KOT printouts)
• Weighing scale (weight capture for weight-based items)

How to access

• Open Menu -> Devices and choose Printers or Weighing Scale.
• Some builds also show a shortcut from Checkout when a printer/scale is not connected.

What you can do

• Pair/add devices, view connection status, and adjust basic settings.
• Verify printing/weight readings before you start billing.

Related docs:

• Printers
• Weighing Scale

Screen: Weight/Scale-Based Product Billing

Purpose

Bill items where the payable quantity is based on measured weight (from a connected scale) instead of manual quantity entry.

Typical flow

1. Ensure your weighing scale is connected (and shows a stable reading).
2. Add/select a weight-based product in Billing.
3. Place the item on the scale and confirm the captured weight/quantity.
4. Review the calculated line total (rate × weight) in the bill items list.
5. Continue to Checkout and complete payment.

Notes

• If the scale is disconnected, some builds allow manual weight entry as a fallback (based on permissions/settings).
• Refund/edit flows for weight-based items often use fractional quantity steps (for example, 0.5).

Related docs:

• Weighing Scale

Screen: Checkout / Payment

Purpose

Select a payment method and finalize the transaction to generate the invoice and complete the sale.

How to use

1. Tap Checkout from the Billing screen.
2. Select the preferred payment method (e.g., Cash, Card, UPI, or Credit).
3. Enter the amount received/tendered by the customer. The app will calculate and display the change due (if applicable).
4. Tap the confirm/pay button to complete the transaction and optionally print the receipt.

Fields & concepts used in billing

Troubleshooting