Take or record a payment

What this feature is for

Record payments against a POS invoice and finalize it once the balance is settled.

Who can use it

Owners, Admins, and Staff can record payments and finalize a paid invoice. Financial-control actions such as corrections and unpaid receivables are limited to Owner and Admin.

Availability and required module/permission

Payments require the POS module and the payment permission. A finalized invoice is immutable; corrections create a linked credit note or refund.

Prerequisites

At least one orderable product with complete financial metadata (price, currency, tax, accounting category) must exist before you can charge for it.

Common tasks

Record a payment: open the invoice and add a payment; several payments can settle one invoice.
Finalize: once the balance is zero, finalize the invoice to allocate its document number.

Buttons and statuses

An open (draft) invoice is editable. A finalized invoice is sealed and cannot be edited.

Warnings and important constraints

Payments belong to invoices, not orders. Finalized fiscal documents cannot be altered; use a correction instead.

Troubleshooting guidance

If finalization is blocked, confirm the invoice has a payer assigned and, for unpaid invoices, a due date.

Manage bookings

Manage bookings

Take or record a payment