I am looking for the best practice to link Invoice payments to the POS Shop Register.
The Scenario:
A customer buys items at the POS using a "Customer Account" (Debt/Credit).
This creates a Journal Entry/Invoice in accounting.
Later, the customer pays this debt. The shop user registers the payment directly on the Invoice.
The Issue: When the payment is registered on the Invoice, it does not appear in the POS Session Cash Register. The POS user sees a discrepancy between the physical cash in the drawer and the POS session report because the invoice payment happened "outside" the POS flow.
Questions:
How can I reflect these "back-office" invoice payments in the POS Register?
If I use the "Cash In" feature in POS to record the money, will it create double entries in the General Ledger (once for the Invoice Payment and once for the Cash In)?
Is there a standard way to handle "Debt Collection" at the POS so it settles the Invoice AND updates the POS Session balance?
The "Settle Invoices" feature is not under Quotations/Orders. Here's how to access it:
1. Go to **POS Backend → Configuration → Settings**
2. Under the **Payment** section, enable **"Invoice"** (or "Customer Invoices")
3. Save and reopen your POS session
Once enabled, during a POS session:
- Select or add the customer to the order
- Click the **customer's name** in the order panel
- A popup appears showing their outstanding invoices with a **"Settle"** button
This is separate from the Quotations/Orders button; it's only accessible through the customer selector within an active order.