Settle a bill
Close an order, take payment and get the invoice - using the same POS engine as the till.
When the guests are ready to pay, you settle the order. Legasum posts it as a normal point-of-sale sale, so the invoice, tax, stock and payment update exactly as they do for any other sale in POS.
Who can settle
The Settle bill button appears only if you have the Restaurant POS Edit permission and the Create permission on POS. If you cannot see it, ask your administrator to check your role in Roles.
Steps
- Open the order from the Floor.
- Check the items. Void any mistakes, or use Separate check if guests want to pay separately. You cannot settle an empty order.
- Select Settle bill.
- Choose the account in Paid into. The default account is selected for you.
- If the guest pays in cash, you can enter Cash given (optional).
- Select Confirm payment.
The Bill settled panel shows the invoice number and total, and the tax if there is any. If you entered cash, it also shows the change to give back. Select Back to the floor.
What happens next
- The invoice is created with full payment.
- The table moves to Cleaning. Mark it clean from the floor when it is ready.
- The order counts in the day's reports.
If settling fails
If the sale cannot be posted, for example because of a stock or account problem, Legasum shows the message and puts the order back to open. Nothing is billed. Fix the problem and try again.
Good to know
- Tax is added when the bill is posted, so the invoice total can be higher than the Subtotal (before tax) on the order screen.
- Prices come from your item catalogue, not from the order screen. You cannot change a price while settling.
- Not available in this version: splitting a bill by amount, service charge and tips.
- Note down the invoice number shown on the Bill settled panel; it is the number on the posted invoice.