Sales

Collect and Settle an Unpaid Saved Sale

Settle the original unpaid bill from Sales History so Posnic records the collection without creating a duplicate sale or changing its product lines.

Menu path: Home -> Sales History -> open unpaid bill -> Settle payment
Verified from: Posnic demo and current POS source reviewed on 2026-09-08

Technical source evidence

frontend/static/script/js/modules/js/sales.js showPayment, renderSaleDoc, openTenderModel and update payload, frontend/modules/sales_write.html unpaid toggle and tender controls, api/src/controllers/sales.controller.js update permission and existing-sale update flow, api/src/services/sale.service.js payment status, paid amount, pending amount and Edit processing, Current local Posnic POS unpaid bill and payment-only tender reviewed on 2026-09-08

Current Posnic unpaid sales receipt with a prominent Settle payment button — **Open the exact unpaid bill**The saved bill remains visible with its number, Unpaid status, customer, items and total before collection starts.

Current Posnic payment-only tender showing denominations, sale summary, Paid switch, amount and payment methods — **Payment-only tender**The tender carries the original bill into collection, prefills the full amount due and labels the final action Pay.

Use Settlement for the Original Bill

An unpaid sale is already a saved sales document. Collect against that document. Creating a second sale may duplicate revenue, item history and stock movement while leaving the original due open.

Situation	Correct action	Do not use
Customer now pays the whole outstanding bill	Open the unpaid bill and use Settle payment.	A new sale for the same items.
Customer pays only part today	Use the approved partial-payment or customer-account workflow and confirm the remaining due is preserved.	Full settlement with an invented payment amount.
Bill contents or price are wrong	Correct the bill under the edit policy before collection.	Settlement as a way to hide a billing error.
Goods are being returned	Use Return items and its refund controls.	Settle payment or whole-sale Delete.
The complete bill is invalid or duplicated	Use the authorised void/delete workflow.	Collecting money against the wrong bill.

Check Access and Collection Evidence

The current settlement button and update endpoint require Sales Write access. Before opening tender, collect enough evidence to match the payment to one bill and one customer.

Use bill number as the primary match; also compare customer, sale date, items and total.
Confirm the amount still due with the customer or approved account record.
Identify the real tender method before entry: cash, card, UPI, bank transfer or another configured label.
Keep the provider reference or shop collection note when policy requires one.
Do not share customer dues or receipt details with staff who lack Sales or customer-account access.

Open the Payment-Only Tender

Open Home -> Sales History.
Find a row whose Status is Unpaid and open it.
Verify the receipt header, bill number, Unpaid stamp, customer, line items and total.
Select Settle payment.
Wait for the payment-only tender to open and compare its Sale Summary with the receipt you just verified.

Review Every Tender Control

Control	Current behavior	Operator check
Paid switch	Opens switched on for an ordinary unpaid Add sale.	Leave it on only when money is actually being collected now.
Amount due	The large payment value and Pay amount are prefilled with the full bill total in the current payment-only flow.	Compare it with the outstanding amount; do not assume a partial history is represented correctly without checking.
Payment method	Configured methods such as Cash and card are selectable; Add exposes additional tender handling when enabled.	Choose the method that received the money, not the convenient default.
Denominations	Cash denomination buttons and Tender calculate return balance.	Use for cash only and count the amount handed over.
Sale Summary	Shows the original customer, items, quantities and total.	Stop if it is not the intended bill.
Pay	Submits an update to the existing sale rather than creating another bill.	Click once after the payment is confirmed.

Record the Full Settlement

Confirm Paid is on and the displayed amount equals the amount being collected.
Select the actual payment method.
For cash, enter or build the tendered amount and verify Return balance before handing back change.
For card, UPI or bank payment, confirm approval in the provider or terminal before recording it in Posnic.
Select Pay once and wait for the success response and screen transition.
Do not repeat Pay because the screen feels slow; first check Sales History and the provider record.

What the Save Changes

The current UI reuses the normal Edit endpoint with the original sale ID, date, customer and lines. The service recalculates payment status from the tender payload: a paid full amount produces Paid with no pending balance; an unpaid selection keeps the bill due. The same edit path also rewrites the stored payment mode and update audit fields.

The original bill is updated; no replacement bill number should be created.
The sale requires at least one valid existing line because settlement loads and resubmits the bill.
Sales Write permission is checked server-side before the update.
Because the general edit engine is reused, compare inventory after an unexpected item or quantity difference.
A payment recorded in Posnic does not itself settle or refund an external card, bank or gateway transaction.

Verify the Collection

Return to Sales History and reopen the same bill number.
Confirm the status is Paid and the Unpaid stamp and Settle payment button are gone.
Check that the stored payment method matches the actual tender.
For a named credit customer, verify the customer outstanding or wallet balance changed as expected.
Review Payment Report and Pending Payments for the same branch and date.
Include the collection in register close; reconcile cash physically and non-cash against the provider.

Troubleshoot Before Retrying

Problem	Likely check	Safe response
Settle payment is missing	The selected bill is not Unpaid, or the user lacks Sales Write access.	Recheck status and role instead of creating a duplicate sale.
Wrong amount is prefilled	The stored sale total, partial amount or pending balance needs review.	Cancel tender and reconcile the customer account before collecting.
Required payment method is absent	The method is not configured or multi-payment is disabled.	Ask an administrator to configure it; do not mislabel the tender.
Provider approved but Posnic did not finish	The update may have succeeded despite a delayed screen.	Search the bill and payment report before pressing Pay again.
Posnic says Paid but provider failed	The POS and external settlement disagree.	Escalate immediately and correct under the shop's authorised payment policy.
Customer balance remains wrong	Partial/wallet transaction history may not match the saved bill.	Review the customer transaction and pending-payment records before manual adjustment.