Accept partial payments or deposits from customers and collect the remaining balance later. The system tracks outstanding balances with proper accounting entries.
Enabling Partial Payments
- Go to Settings → POS Settings.
- Under Partial Payment Mode, choose:
- Disabled — customers must pay in full (default)
- Lightweight — balance tracked on the sale, collect via the Open Balances page
- Invoice-Linked — unpaid portion automatically creates a customer invoice in the AR module
Making a Partial Payment (POS)
- At checkout, the cashier enters a payment amount less than the total.
- A customer must be attached to the sale (required for tracking).
- The sale is recorded with payment status Partial and the remaining balance.
Collecting Outstanding Balances
- Go to Sales → Open Balances to see all sales with outstanding amounts.
- Click Collect on any sale.
- Enter the collection amount and payment method.
- The sale updates to Paid when the full balance is collected.
Accounting
- Partial sales create a split journal entry: Cash/Bank for the paid amount, Accounts Receivable for the balance.
- Each collection clears the AR balance with a corresponding journal entry.
- Refunds are capped at the amount actually paid, not the sale total.
Photo Proof When Collecting a Balance
If the payment type you pick on Collect Balance has Requires Photo Proof turned on (Settings → Payment Types), the POS asks the cashier to photograph the payment — the customer's GCash confirmation, a deposit slip, a card slip — before the collection goes through. On the portal's Sales → Open Balances dialog the same payment type turns the Photo proof field into a required upload. The photo is saved against that collection and appears on the order page beside the amount and reference number. See Photo Proof of Payment.