📷 Screenshots

① Collect button — visible on the main POS product screen, always accessible to the cashier.

② Customer search — search by name or tax ID, see balance at a glance, and select a customer.

③ Invoice selection — review open invoices, choose which to pay (partial or full), pick payment method and amount.

④ Confirmation & Receipt — payment registered, accounting reconciled. Print or email the receipt instantly.

📚 Step-by-Step User Guide

1. Open the popup — tap the Collect button on the POS product screen. The popup opens without interrupting the current sale order.
2. Find the customer — type the customer name or tax/ID number in the search box. Results update as you type (300 ms debounce). By default only customers with an outstanding balance appear; toggle Advance (all customers) to search all contacts. Tip: partial names work — e.g. "Pet" will match "Petrov", "Peter's Shop", etc.
3. Review open invoices — all unpaid or partially paid invoices are listed oldest-to-newest with their original total, current balance and amount to pay. All are pre-selected by default. You can deselect individual invoices by tapping the row, or use Select all / Deselect all for bulk operations.
4. Adjust the amount (optional) — type a custom amount in the Amount to Collect field. The invoice selection updates automatically: the oldest invoices are fully covered first; if the amount only covers part of an invoice it is marked partial. If the customer already has a credit (overpayment or credit note), the system shows it and deducts it automatically from the net amount owed.
5. Choose the payment method — select from the payment methods configured for this POS. If cash is selected, an Amount Received field appears and the change is calculated in real time.
6. Handle payment difference (optional) — if the amount entered does not exactly match the selected invoices total, a warning appears showing the exact difference.
   • Underpayment: difference remains as outstanding debt — or tick Cancel difference against [account] to post an automatic write-off entry.
   • Overpayment: excess is recorded as customer credit — or tick the checkbox to cancel it via write-off.
   Write-off account and journal are configured per POS in Point of Sale → Configuration → POS Settings.
7. Confirm the payment — tap Confirm Payment. The system:
   • Creates and posts an account.payment in accounting
   • Posts a clearing entry to move the amount from the transit account to the actual cash or bank account (e.g. Efectivo, Afiliados VISA)
   • Reconciles the payment with the selected invoices
   • Applies any pre-existing customer credit automatically
   • Posts the write-off journal entry if requested
   • Records the amount in the POS session closing control
   • Logs a full audit trail in the record chatter
8. Print or email the receipt — after confirmation you can print a narrow-format thermal receipt (60 mm, ideal for receipt printers) or send it directly to the customer's email address with one tap. The receipt includes company header, customer name, tax ID, payment reference, method, a full list of paid invoices, previous balance, total collected and the real remaining balance (read from accounting after reconciliation, reflecting any applied credit).

1. Void a confirmed payment (if needed) — Open the payment record from Point of Sale → Customer Payments and click Void Payment. The system reverses all three accounting entries: the account.payment, the clearing entry (transit → cash/bank), and the write-off entry (if one was created). The record moves to Cancelled state and the amount is removed from the session closing totals. ⚠ Never reverse the account.payment directly from Accounting — doing so leaves the POS record in posted state, the clearing entry unreconciled, and causes an incorrect discrepancy in the end-of-day session control.
2. View history & reprint — tap Session History on the search screen to browse the last 100 payments across all sessions. From any row you can reprint the receipt, resend it by email, or void a confirmed payment — all without leaving the POS.

✅ Full Feature List

• POS Native control button — no extra menus, always one tap away
• Search Real-time customer search by name or tax ID, paginated (10 per page)
• Invoices Displays all unpaid/partial invoices oldest-first with individual balances
• Selection Per-invoice checkbox + select all/deselect all + custom amount auto-distribution
• Partial Partial payment on a single invoice — clearly labeled in the UI
• Accounting Creates and posts account.payment with correct journal
• Clearing Automatic clearing entry moves amount from transit account to the actual cash/bank account immediately on confirm
• Reconcile Automatically reconciles payment with selected invoices on confirm
• Credit Detects and applies existing unreconciled credit notes / overpayments first
• Overpay Overpayments recorded as customer credit in accounting for future use
• Cash Cash method: amount received + change calculation in real time
• Session Updates POS session closing control per payment method (cash & non-cash)
• Advance Advance payment mode for customers without open invoices
• Receipt 60 mm thermal PDF receipt with full company header and invoice detail
• Email One-tap email delivery of the PDF receipt to the customer
• Audit Full chatter trail on every payment record for complete traceability
• Lock Row-level database lock on session prevents concurrent update conflicts
• Write-off Configurable write-off account & journal per POS for automatic difference cancellation
• Underpay Underpayment write-off: posts credit to receivable, debit to write-off account — clears outstanding debt
• Overpay Overpayment write-off: eliminates customer credit balance via write-off account
• Void Safe void via Void Payment button — reverses account.payment, clearing entry and write-off entry, syncs session closing totals
• Balance Receipt shows real remaining balance after reconciliation (reads live partner.credit, not a simple subtraction)
• History Session History screen — last 100 payments, all sessions, with reference, customer, method, amount and status
• Reprint Reprint receipt for any past payment directly from the history screen
• History Email Resend receipt by email for any past payment directly from the history screen
• Format Amounts displayed with thousand separators and currency decimals
• Timezone Dates in history shown in the user's configured timezone
• i18n Fully translated into Spanish (es / es_CR)
• Safe Does not interfere with electronic invoicing workflows (FE/TE/NC)