Set a sale aside, or print a bill before the customer pays
A customer who has gone back for one more thing can wait, so hold the sale and serve the next person. You can also print a bill for the customer to take away without making a sale.
8 things it does
Set one sale aside and serve the next customer at once
In every edition
Can I set this sale aside and serve the next customer? Yes. Hold the current cart with one action and a new cart starts at once. The number of held sales waiting shows on the Sales screen.
Without it
A customer has forgotten something, or cannot settle yet. You cannot serve the next person until the first sale is out of the way, so the queue grows behind them.
With it
The next person is served at once, and the first sale waits, exactly as it was, until you come back to it.
Closing the Sales screen with a cart in it does not hold that cart by default, so hold it on purpose.
Other ways people ask this
hold a sale and start a new one at the till
pos that lets me set a sale aside
serve the next customer while one bill waits
Give a held sale a name, so the right one is easy to spot
In every edition
Can I give a held sale a name so I can find it later? Yes. Each held sale gets its own reference, and you can add an optional name so the cashier can find it at a glance.
Without it
A customer steps away, and you hold their sale to serve the next person. Later the held sales all look alike, and you have to open each one to find the right one.
With it
Each held sale gets its own reference, and you can add a name to it. The name helps the cashier find the sale at a glance.
You can also type a short name, such as the customer's first name, so the right sale is easy to spot. Your shop chooses whether the name is asked for, is optional, or is left off.
Other ways people ask this
name a held sale so I can find it later
pos hold a sale with a customer name on it
label a sale I have put on hold at the till
Pick up a held sale exactly where you left it
In every edition
How do I get a held sale back and carry on with it? Resuming restores the cart exactly as it was held, and the sale leaves the held list only once it has been resumed.
Without it
You come back to a held sale and cannot be sure what was on it, so you rebuild the bill from memory while the customer waits. Mistakes creep in, and the customer pays the wrong figure.
With it
Resuming brings the cart back as it was held, with the same items, quantities, prices, discounts and notes. The sale leaves the held list only once it is back in your cart.
Choose the held sale from the list and it comes back to the cart as it was. Its items, quantities, prices, discounts and notes are the ones it was held with, not today's prices. The held list shows the most recent sales first. The sale is removed from that list only after it is back on your screen.
Other ways people ask this
get a held sale back into the cart
resume a held bill with the same prices
pos that brings back a sale I put on hold
Find a held sale by name or customer and bring it back to the counter
In every edition
How do I pick up a held sale again? The held sales list is searchable by name or customer. Choose a held sale from it to bring its basket back to the counter.
Without it
A customer comes back to finish, but their basket is one of several put aside. Scrolling through the held sales while the next customer waits takes time, and you may pick the wrong one.
With it
Type part of a name or a customer's name, and the list narrows to match. Choose the one you want, and its basket comes back to the counter as it was.
Open the list of held sales, and the search box is ready for typing. Type a name or a customer's name, and the list narrows to the sales that match. Move up and down with the arrow keys, then choose the one you want. The basket comes back with the same items and discounts it had when it was held.
Pick a held sale from the list and bring its basket back to the counter.
Other ways people ask this
find a held sale by customer name at the till
bring back a basket I put aside at the counter
search waiting bills by name and recall one
Throw away one held sale without losing the others
In every edition
Can I discard one held sale without losing the others? Each held sale has its own discard button, so one can be thrown away without the rest. Clear all asks for confirmation before any held sale is discarded.
Without it
A held sale is no longer wanted, but clearing the whole list would also wipe the baskets of the people still waiting. One wrong press could lose several sales.
With it
Each held sale has its own discard button, so only that one goes. Clearing the whole list asks you to confirm before anything is thrown away.
Each held sale on the list has its own discard button, and it removes only that sale. The other held sales stay where they are. Clear all removes all the held sales together, so it asks you to confirm first. That way one wrong press does not clear the whole list.
Other ways people ask this
discard one held sale without clearing the rest
clear one waiting bill at the till and keep others
remove a single held order from the list
Print the cart as an unpaid bill, without making a sale
Basic and Professional
Can I print a bill for a customer who has not paid yet? Press Ctrl+End to print the cart as a bill marked UNPAID. Nothing is sold, and the cart is left as it was.
Without it
A customer wants to see the total on paper before paying. Writing it out by hand takes time, and the people in the queue wait while you do it.
With it
Press Ctrl+End and the cart prints as a bill marked UNPAID. Printing does not sell anything, and the cart stays exactly as it was, so you can take the payment later.
From the cart, or from the Take payment step, press Ctrl+End. The slip prints what is in the cart, marked UNPAID in large letters. It is not saved or numbered, and it is not a sale. You can also choose Print unpaid bill in More actions, or Hold and print unpaid bill on the Hold card, which holds the sale and prints the bill.
Other ways people ask this
print a bill for a customer who has not paid
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Hold a sale and print its bill for the customer to take away
Basic and Professional
Can I hold a sale and print its unpaid bill in one step? The Hold card has a third choice, Hold and print unpaid bill. It holds the sale as before and also prints the bill.
Without it
A customer needs to leave before paying, and wants a bill to take with them. Without a bill on paper, they have no written figure to show for what they will owe.
With it
One choice holds the sale and prints the bill, marked UNPAID. The customer leaves with the bill, and the sale waits on hold.
The sale is held as usual, and the cart is cleared. The bill prints on the receipt printer, marked UNPAID in large letters, and no sale is recorded. Without a receipt printer on the till, the screen says the bill was not printed and why. To print the bill without holding the sale, choose Print unpaid bill from the cart.
Other ways people ask this
print a bill marked unpaid while holding the sale
give a customer a bill before they pay at the till
hold a sale and print a bill to take away
Send the unpaid bill to the customer's phone as a picture
Basic and Professional
Can I send an unpaid bill to a customer on WhatsApp? After printing, a window says whether the bill printed, or why not. The bill can then be sent to the customer on WhatsApp as a picture, never as a PDF.
Without it
A customer has been given a bill for goods they have not paid for yet, and now they want it on their phone. Copying every line out again takes time, and the figures can go wrong.
With it
After printing, a window says whether the bill printed. Then you send the same bill to the customer's WhatsApp as a picture, with their number already filled in if the shop has it.
After you print an unpaid bill, a window opens. A plain line says whether the bill went to the printer. If the till has no printer, it says the bill was not printed, and why. From the same window you can send the bill to WhatsApp as a picture: either the till slip drawn as a picture, or the full-page invoice with the UNPAID mark. The customer's number is filled in if you have it, and you can type over it to send to someone else.
With no printer on, the unpaid bill can still go to the customer on WhatsApp.