Cover letter: Regular customers pay later
The "Cover letter" tile creates the receipt immediately; payment is made later at the checkout.
If a regular customer or a company pays later, you write the amount on their tab. The cash register immediately issues the receipt, but the payment is not yet complete. The table becomes available, and the amount remains on the order list under Paid On until it is settled: Pay on the tab, even in installments.
Prerequisite: the right to process orders and the Cover letter switch enabled in the Web desk under Settings → Checkout → Payment methods. It is enabled by default. Cover letters are included in every plan.
You don't need that for the bill of an evening. You keep track of it as a party, for example, "Bar" at the table, and settle the bill when the guest leaves: Name or guest of a party.
Write at the table
- Open the payment screen as usual and select the item. 2. Tap the Cover Letter tile next to the payment methods. If the party doesn't yet have a name or guest, the Name Party page will open first (with guest management Name / Guest). Type the name and confirm it, or select a guest. 3. Tap the button at the bottom; on iPhone and iPad, this will look something like Cover Letter · €23.30 · Family Hofmann, on Android, Cover Letter €23.30.
The cash register displays "Delivered" with the amount and name. The party leaves the table; if they were the last, the table is free.
Only write to a part
At the table, you can only charge a portion of the item as long as nothing has been paid for yet. The cashier will create a separate transaction from the selection and ask for the name of the guest. On iPhones and iPads, the button will then display (Remaining items stay on the table). Before charging, the cashier will ask Charge selection?, for example, "€23.30 will be charged as a separate transaction to the Hofmann family. The remainder stays on the table." Confirm with Charge.
After a partial payment, for to-go orders, and for transferred orders, only the entire outstanding balance can be processed. The checkout will then ask Only add everything (Android: Only the entire balance) and select all items with Add all (Android: Add the entire balance).
At the counter
At the self-checkout, the payment options on the receipt include Add a Credit. If a name is missing, the form opens for naming the recipient. The button will then be labeled, for example, Add €12.40; the entire receipt is always added. While the transaction is being processed, the counter displays Adding a Credit… on iPhones and iPads. More information about the counter: Checkout at the counter.
What's on the receipt
The receipt states none (written) as the payment method, followed by WRITTEN - NOT YET PAID with the outstanding amount, debtor, and Please present upon payment. A signature is not required. Discounts, loyalty discounts, and deposits are applied as usual; tip are given by the guest upon payment.
If a company needs an invoice, select the Email option under Documents (starting with the Solo plan). The invoice will then state "Sent – not yet paid", the outstanding amount, and the due date: Send invoice by email. You can download it from the Web desk in any plan under Documents → Invoices, even later. It will then show the status after installments, payments, and cancellations, for example, "€20.00 already paid. Amount due: €17.11".
When it doesn't work: The tile is blocked if there's a voucher or credit balance on the same receipt, as well as for online paid guest orders and for amounts of €0.00. Once the payment has been sent, the debtor can no longer be changed; the name or guest is part of the receipt. Incorrectly addressed? You can cancel in the order list as long as nothing has been paid yet: Pay the amount already paid.
You can also see all the documents you've been notified about in the Web desk under Documents → ⋯ → Documented. Enter your transfers there: Documented in the Web desk.