POS / Payments and expenses
Bulk payments and shared cheques
Enter bill-book collections with a payment date, collector, receipt reference and reviewed allocations.
Start a collection run
Open Bulk Payment with payment-write permission. Set the payment date, who received the money and the receipt-book reference in the opening dialog. Backdating is available only when enabled; the picker does not allow future dates.
Record one customer
- Select the customer and review invoices and opening balances.
- Choose allocations using the actual due amounts. Balances covered by a cheque still clearing are kept separate.
- Add Cash, Cheque, Transfer or Card lines with the real amount and supporting details.
- Compare the payment total with allocations and any credit balance, then save.
- Confirm the saved entry before choosing the next customer. Change run details when using another collector or receipt book.
Screenshot coming soon
Shared cheques
When the shop enables shared cheques, switch to that mode and enter one real cheque with allocations across the correct customers. Check that shares match the cheque amount and review its status. Do not enter the whole cheque separately for each customer.
A timeout is not proof that the collection failed. Keep the current entry and check its saved result before starting a duplicate.