[{"data":1,"prerenderedAt":810},["ShallowReactive",2],{"docs-en-platby":3,"docs-all-en":722},{"id":4,"title":5,"body":6,"description":683,"extension":713,"meta":714,"navigation":715,"order":716,"path":717,"section":718,"seo":719,"stem":720,"__hash__":721},"content\u002Fen\u002Fdocs\u002Fplatby.md","Payments",{"type":7,"value":8,"toc":682},"minimark",[9,14,18,28,32,35,40,43,65,69,72,103,107,110,113,116,119,123,126,164,167,171,174,177,197,201,204,207,211,214,234,238,241,245,248,252,255,259,262,276,279,283,286,289,293,296,316,319,323,326,329,333,336,347,351,354,368,371,374,378,382,385,528,531,535,663,675,679],[10,11,13],"h2",{"id":12},"accessing-payment","Accessing payment",[15,16,17],"p",{},"You start paying a tab by clicking the \"Pay\" button (green), which you can find:",[19,20,21,25],"ul",{},[22,23,24],"li",{},"In the tab detail (open a tab by clicking its row on the main screen)",[22,26,27],{},"On the sales screen at the bottom of the cart",[10,29,31],{"id":30},"payment-dialog","Payment dialog",[15,33,34],{},"After you click \"Pay\", the \"PAYMENT\" dialog opens, showing the tab name (e.g. \"Tab B1-075-0001 - No table\"). In the top right corner there is an X button to close the dialog.",[36,37,39],"h3",{"id":38},"dialog-layout","Dialog layout",[15,41,42],{},"The dialog is organized into three parts:",[44,45,46,53,59],"ol",{},[22,47,48,52],{},[49,50,51],"strong",{},"Top bar"," — action buttons (currency, print, loyalty points)",[22,54,55,58],{},[49,56,57],{},"Center"," — heading, customer information, list of completed payments, and the amount due",[22,60,61,64],{},[49,62,63],{},"Bottom bar"," — payment method buttons",[36,66,68],{"id":67},"top-bar-actions","Top bar — actions",[15,70,71],{},"At the top of the dialog you will find a row of buttons:",[19,73,74,80,86,97],{},[22,75,76,79],{},[49,77,78],{},"Other currency"," — shown only if the venue has foreign currencies configured and the user has permission to accept payments in a foreign currency. Clicking it expands a list of available currencies. After you select a currency, the exchange rate and the converted value are shown next to the amount. Only cash is available for payments in a foreign currency.",[22,81,82,85],{},[49,83,84],{},"Print receipt"," — a toggle for printing the receipt after payment. A green icon with a check mark = printing on, a red icon = printing off.",[22,87,88,91,92,96],{},[49,89,90],{},"Customer"," — lets you assign, change, or remove a customer directly from the payment dialog. Shown only with the ",[93,94,95],"em",{},"orders.assign_customer"," permission and the customers module enabled. If a customer is assigned, it shows their name; otherwise it shows a generic label. Clicking it opens the customer search dialog.",[22,98,99,102],{},[49,100,101],{},"Redeem points"," — opens a dialog for redeeming the customer's loyalty points. Shown only if a customer with a positive points balance is assigned to the tab and the loyalty program is active.",[36,104,106],{"id":105},"center-amount-and-customer","Center — amount and customer",[15,108,109],{},"In the middle of the dialog, the total amount due is shown in large type (e.g. \"269.00 CZK\").",[15,111,112],{},"If a customer is assigned to the tab, a colored strip with the customer's name and information about loyalty points and credit is shown above the amount.",[15,114,115],{},"You can change the amount by clicking it — this opens a dialog for editing the amount to be paid. This is useful, for example, for a split payment, when you want to pay only part of the tab with a specific method.",[15,117,118],{},"If partial payments have already been made, their list (method and amount paid) is shown above the amount.",[36,120,122],{"id":121},"bottom-bar-payment-methods","Bottom bar — payment methods",[15,124,125],{},"At the bottom of the dialog there is a row of buttons for the available payment methods. Which methods appear depends on the register settings and the user's permissions. Method names are shown in large type and match the names configured in Settings > Register > Payment methods. Default methods:",[19,127,128,134,140,146,152,158],{},[22,129,130,133],{},[49,131,132],{},"CASH"," — cash payment",[22,135,136,139],{},[49,137,138],{},"CARD"," — card payment (shown only if a payment terminal is configured)",[22,141,142,145],{},[49,143,144],{},"BANK TRANSFER"," — payment by bank transfer",[22,147,148,151],{},[49,149,150],{},"MEAL VOUCHERS"," — payment with meal vouchers",[22,153,154,157],{},[49,155,156],{},"CREDIT"," — payment from the customer's credit (only if the customer has positive credit and is assigned to the tab)",[22,159,160,163],{},[49,161,162],{},"VOUCHER"," — payment with a voucher",[15,165,166],{},"If there are more than four available methods, the first three are shown along with an \"Other payment\" button to access the rest.",[10,168,170],{"id":169},"cash-payment","Cash payment",[15,172,173],{},"Clicking \"CASH\" opens a dialog for entering the amount received. The input field is empty (no prefilled amount). You enter how much money the customer gave you, and the system automatically calculates the change due. The dialog also offers quick buttons with the nearest rounded amounts (e.g. 300, 500 CZK), so you don't have to type on the numpad. The dialog also has a \"No entry\" button — clicking it records the payment without logging the amount received.",[15,175,176],{},"Example: the tab is 269 CZK, the customer gives 300 CZK — the system shows \"Change: 31 CZK\".",[15,178,179,180,184,185,188,189,192,193,196],{},"If the user has the \"Skip cash dialog\" permission (",[181,182,183],"code",{},"payments.skip_cash_dialog",") ",[49,186,187],{},"and at the same time"," has the \"Skip cash dialog\" option (",[181,190,191],{},"skipCashDialog",") enabled in their profile, clicking CASH immediately records the entire remaining amount without opening the dialog. Both conditions must be met — the permission enables the feature at the role level, the profile option activates it for a specific user. A ",[49,194,195],{},"long press"," (long tap) on CASH always opens the dialog for entering the amount received, even with this setting.",[36,198,200],{"id":199},"tips","Tips",[15,202,203],{},"Tips are calculated automatically from any overpayment. If you enter a higher value than the amount remaining in the amount-received dialog, the difference is shown as a tip. For example: 200 CZK remains to be paid, the customer gives 250 CZK — the tip is 50 CZK, change 0 CZK.",[15,205,206],{},"The cash payment is automatically recorded in the cash journal as a \"Sale\" entry with a positive amount and the tab number in the note.",[10,208,210],{"id":209},"card-payment","Card payment",[15,212,213],{},"Clicking \"CARD\" starts a card payment. The flow depends on the type of payment terminal:",[19,215,216,222,228],{},[22,217,218,221],{},[49,219,220],{},"Manual terminal"," — a confirmation dialog with the amount is shown. After completing the payment on the physical terminal, click \"Payment successful\" or \"Payment failed\".",[22,223,224,227],{},[49,225,226],{},"SumUp terminal"," — the payment is automatically sent to the SumUp terminal through the in-app integration.",[22,229,230,233],{},[49,231,232],{},"Comgate terminal"," — a progress dialog is shown that automatically communicates with the terminal and waits for the result. You can cancel the payment at any time.",[10,235,237],{"id":236},"bank-transfer-payment","Bank transfer payment",[15,239,240],{},"Clicking \"TRANSFER\" registers the payment as a bank transfer.",[10,242,244],{"id":243},"meal-voucher-payment","Meal voucher payment",[15,246,247],{},"Clicking \"MEAL VOUCHERS\" registers the payment as meal voucher income.",[10,249,251],{"id":250},"payment-in-a-foreign-currency","Payment in a foreign currency",[15,253,254],{},"If the venue accepts payments in foreign currencies, first select the currency in the top bar of the dialog. After you select a currency, the exchange rate and the converted value in that currency are shown next to the amount. For payments in a foreign currency, only cash payment is available — the other methods are temporarily hidden.",[10,256,258],{"id":257},"split-payments","Split payments",[15,260,261],{},"A customer can pay a tab with multiple methods at once. For example, part in cash and the rest by card. The procedure:",[44,263,264,267,270,273],{},[22,265,266],{},"Click the amount in the middle of the dialog and enter how much you want to pay with the first method.",[22,268,269],{},"Choose a payment method (e.g. CASH).",[22,271,272],{},"The system registers the partial payment and shows the remaining amount due.",[22,274,275],{},"Choose another payment method for the rest.",[15,277,278],{},"The list of completed payments is shown continuously in the dialog, so you have an overview of what has already been paid and how much remains.",[10,280,282],{"id":281},"cash-journal","Cash journal",[15,284,285],{},"After a tab is paid, the transaction is automatically recorded in the cash journal. You can find it on the main screen under the \"Cash journal\" button.",[15,287,288],{},"The cash journal shows the current cash on hand in the register in its header (e.g. \"Cash in register: 269.00 CZK\").",[36,290,292],{"id":291},"filters","Filters",[15,294,295],{},"At the top of the journal there are three toggle filters:",[19,297,298,304,310],{},[22,299,300,303],{},[49,301,302],{},"Deposits"," — manual deposits into the register",[22,305,306,309],{},[49,307,308],{},"Withdrawals"," — manual withdrawals from the register",[22,311,312,315],{},[49,313,314],{},"Sales"," — automatic records from payments",[15,317,318],{},"Default state: Deposits and Withdrawals are on, Sales off. Clicking a filter turns it on\u002Foff (✓).",[36,320,322],{"id":321},"records-table","Records table",[15,324,325],{},"Records are shown with the columns: Time, Type, Amount, Note.",[15,327,328],{},"Example record: \"12:15 | Sale | + 269.00 CZK | B1-075-0001\"",[36,330,332],{"id":331},"record-a-change","Record a change",[15,334,335],{},"The \"Record a change\" button (green) is used to manually log a cash deposit or withdrawal. It is used, for example, when:",[19,337,338,341,344],{},[22,339,340],{},"Adding money from the safe into the register",[22,342,343],{},"Withdrawing money from the register for a purchase",[22,345,346],{},"Correcting an erroneous record",[10,348,350],{"id":349},"closing-a-shift","Closing a shift",[15,352,353],{},"At the end of a shift, click \"Closing\" (the red button on the main screen). During closing:",[44,355,356,359,362,365],{},[22,357,358],{},"Count the physical cash in the register",[22,360,361],{},"Enter the actual amount into the system",[22,363,364],{},"The system compares the theoretical amount (from the records) with the actual amount",[22,366,367],{},"A Z-report is generated — a summary report of the shift",[15,369,370],{},"The Z-report contains the opening cash, sales, deposits, withdrawals, closing balance, any discrepancy, the date\u002Ftime of closing, and the user's identification.",[372,373],"hr",{},[10,375,377],{"id":376},"for-managers-and-administrators","For managers and administrators",[36,379,381],{"id":380},"permissions-for-payment-methods","Permissions for payment methods",[15,383,384],{},"Each payment method can be enabled or disabled at the user permission level. If a user does not have permission for a given method, the button does not appear in the payment dialog at all:",[386,387,388,414],"table",{},[389,390,391],"thead",{},[392,393,394,398,401,405,408,411],"tr",{},[395,396,397],"th",{},"Payment method",[395,399,400],{},"Permission",[395,402,404],{"align":403},"center","Helper",[395,406,407],{"align":403},"Staff",[395,409,410],{"align":403},"Manager",[395,412,413],{"align":403},"Admin",[415,416,417,437,455,474,492,510],"tbody",{},[392,418,419,423,428,431,433,435],{},[420,421,422],"td",{},"Cash",[420,424,425],{},[181,426,427],{},"payments.method_cash",[420,429,430],{"align":403},"✓",[420,432,430],{"align":403},[420,434,430],{"align":403},[420,436,430],{"align":403},[392,438,439,442,447,449,451,453],{},[420,440,441],{},"Card",[420,443,444],{},[181,445,446],{},"payments.method_card",[420,448,430],{"align":403},[420,450,430],{"align":403},[420,452,430],{"align":403},[420,454,430],{"align":403},[392,456,457,460,465,468,470,472],{},[420,458,459],{},"Transfer",[420,461,462],{},[181,463,464],{},"payments.method_bank",[420,466,467],{"align":403},"—",[420,469,430],{"align":403},[420,471,430],{"align":403},[420,473,430],{"align":403},[392,475,476,479,484,486,488,490],{},[420,477,478],{},"Customer credit",[420,480,481],{},[181,482,483],{},"payments.method_credit",[420,485,467],{"align":403},[420,487,430],{"align":403},[420,489,430],{"align":403},[420,491,430],{"align":403},[392,493,494,497,502,504,506,508],{},[420,495,496],{},"Meal vouchers",[420,498,499],{},[181,500,501],{},"payments.method_meal_ticket",[420,503,467],{"align":403},[420,505,430],{"align":403},[420,507,430],{"align":403},[420,509,430],{"align":403},[392,511,512,515,520,522,524,526],{},[420,513,514],{},"Voucher",[420,516,517],{},[181,518,519],{},"payments.method_voucher",[420,521,467],{"align":403},[420,523,430],{"align":403},[420,525,430],{"align":403},[420,527,430],{"align":403},[15,529,530],{},"Beyond permissions, a method must also be enabled in the register settings (Settings > Register > Payment methods). Card payment additionally appears only if a payment terminal is configured.",[36,532,534],{"id":533},"other-payment-permissions","Other payment permissions",[386,536,537,554],{},[389,538,539],{},[392,540,541,544,546,548,550,552],{},[395,542,543],{},"Action",[395,545,400],{},[395,547,404],{"align":403},[395,549,407],{"align":403},[395,551,410],{"align":403},[395,553,413],{"align":403},[415,555,556,574,592,610,627,645],{},[392,557,558,561,566,568,570,572],{},[420,559,560],{},"Accept payment",[420,562,563],{},[181,564,565],{},"payments.accept",[420,567,430],{"align":403},[420,569,430],{"align":403},[420,571,430],{"align":403},[420,573,430],{"align":403},[392,575,576,579,584,586,588,590],{},[420,577,578],{},"Accept tip",[420,580,581],{},[181,582,583],{},"payments.accept_tip",[420,585,430],{"align":403},[420,587,430],{"align":403},[420,589,430],{"align":403},[420,591,430],{"align":403},[392,593,594,597,602,604,606,608],{},[420,595,596],{},"Payment in foreign currency",[420,598,599],{},[181,600,601],{},"payments.accept_foreign_currency",[420,603,467],{"align":403},[420,605,430],{"align":403},[420,607,430],{"align":403},[420,609,430],{"align":403},[392,611,612,615,619,621,623,625],{},[420,613,614],{},"Skip cash dialog",[420,616,617],{},[181,618,183],{},[420,620,467],{"align":403},[420,622,430],{"align":403},[420,624,430],{"align":403},[420,626,430],{"align":403},[392,628,629,632,637,639,641,643],{},[420,630,631],{},"Tab refund",[420,633,634],{},[181,635,636],{},"payments.refund",[420,638,467],{"align":403},[420,640,467],{"align":403},[420,642,430],{"align":403},[420,644,430],{"align":403},[392,646,647,650,655,657,659,661],{},[420,648,649],{},"Item refund",[420,651,652],{},[181,653,654],{},"payments.refund_item",[420,656,467],{"align":403},[420,658,467],{"align":403},[420,660,430],{"align":403},[420,662,430],{"align":403},[15,664,665,666,668,669,671,672,674],{},"The ",[181,667,183],{}," permission, combined with the \"Skip cash dialog\" option in the user's profile, determines whether a short click on CASH immediately records the full amount (without a confirmation dialog). Both conditions must be met. The ",[181,670,601],{}," permission also requires the ",[181,673,427],{}," permission.",[36,676,678],{"id":677},"payment-terminal-security","Payment terminal security",[15,680,681],{},"Payment terminal credentials (SumUp, Comgate) are stored exclusively locally on the given device in the register settings. The credentials are not synchronized between devices and are not sent to the server — each device must have the terminal configured separately.",{"title":683,"searchDepth":684,"depth":684,"links":685},"",2,[686,687,694,697,698,699,700,701,702,707,708],{"id":12,"depth":684,"text":13},{"id":30,"depth":684,"text":31,"children":688},[689,691,692,693],{"id":38,"depth":690,"text":39},3,{"id":67,"depth":690,"text":68},{"id":105,"depth":690,"text":106},{"id":121,"depth":690,"text":122},{"id":169,"depth":684,"text":170,"children":695},[696],{"id":199,"depth":690,"text":200},{"id":209,"depth":684,"text":210},{"id":236,"depth":684,"text":237},{"id":243,"depth":684,"text":244},{"id":250,"depth":684,"text":251},{"id":257,"depth":684,"text":258},{"id":281,"depth":684,"text":282,"children":703},[704,705,706],{"id":291,"depth":690,"text":292},{"id":321,"depth":690,"text":322},{"id":331,"depth":690,"text":332},{"id":349,"depth":684,"text":350},{"id":376,"depth":684,"text":377,"children":709},[710,711,712],{"id":380,"depth":690,"text":381},{"id":533,"depth":690,"text":534},{"id":677,"depth":690,"text":678},"md",{},true,6,"\u002Fen\u002Fdocs\u002Fplatby","sales",{"title":5,"description":683},"en\u002Fdocs\u002Fplatby","K99V6pSicWYOe-QpO04tPrUqvJjwh2hqiEAYIfUjiPM",[723,728,731,734,737,741,742,746,750,754,759,763,768,772,776,780,785,789,793,798,802,806],{"path":724,"title":725,"order":726,"section":727},"\u002Fen\u002Fdocs\u002Fuvod","Introduction",1,"getting-started",{"path":729,"title":730,"order":684,"section":727},"\u002Fen\u002Fdocs\u002Fprihlaseni","Signing in",{"path":732,"title":733,"order":690,"section":727},"\u002Fen\u002Fdocs\u002Fhlavni-obrazovka","Main Screen",{"path":735,"title":314,"order":736,"section":718},"\u002Fen\u002Fdocs\u002Fprodej",4,{"path":738,"title":739,"order":740,"section":718},"\u002Fen\u002Fdocs\u002Fucty","Tabs",5,{"path":717,"title":5,"order":716,"section":718},{"path":743,"title":744,"order":745,"section":718},"\u002Fen\u002Fdocs\u002Fslevy","Discounts",7,{"path":747,"title":748,"order":749,"section":718},"\u002Fen\u002Fdocs\u002Fvouchery","Vouchers and Coupons",8,{"path":751,"title":752,"order":753,"section":718},"\u002Fen\u002Fdocs\u002Fzakaznici","Customers",9,{"path":755,"title":756,"order":757,"section":758},"\u002Fen\u002Fdocs\u002Fpokladna","Register (shifts)",10,"operations",{"path":760,"title":761,"order":762,"section":758},"\u002Fen\u002Fdocs\u002Fobjednavky","Orders",11,{"path":764,"title":765,"order":766,"section":767},"\u002Fen\u002Fdocs\u002Fsklad","Inventory",12,"catalog",{"path":769,"title":770,"order":771,"section":758},"\u002Fen\u002Fdocs\u002Ftisk","Printing",13,{"path":773,"title":774,"order":775,"section":758},"\u002Fen\u002Fdocs\u002Fstatistiky","Reports and Statistics",14,{"path":777,"title":778,"order":779,"section":767},"\u002Fen\u002Fdocs\u002Fkatalog","Catalog",15,{"path":781,"title":782,"order":783,"section":784},"\u002Fen\u002Fdocs\u002Fnastaveni","Settings",16,"settings",{"path":786,"title":787,"order":788,"section":718},"\u002Fen\u002Fdocs\u002Finterni-ucty","Internal Accounts",17,{"path":790,"title":791,"order":792,"section":784},"\u002Fen\u002Fdocs\u002Fzakaznicky-displej","Customer Display",18,{"path":794,"title":795,"order":796,"section":797},"\u002Fen\u002Fdocs\u002Ffaq","FAQ and Troubleshooting",19,"help",{"path":799,"title":800,"order":801,"section":784},"\u002Fen\u002Fdocs\u002Fdata","Data Import \u002F Export",20,{"path":803,"title":804,"order":805,"section":758},"\u002Fen\u002Fdocs\u002Frezervace","Reservations",21,{"path":807,"title":808,"order":809,"section":797},"\u002Fen\u002Fdocs\u002Fpredplatne","Subscription",22,1780048690588]