Kylix allows you to make the customer pay immediately or, when possible, to charge the bill to their reservation.
Let's see together how to make the payment from Kylix and how to issue the document (invoice or receipt). You must proceed from the following section:
↳ Useful Link: ZaK > Kylix > Overview
Here, on the right, you can click on the icon to display the list of today's services, both those in progress (which still have to be paid and closed) and those already paid:
By clicking on the arrow next to a service, you can view its details and at the bottom you will find the button "The Bill":
When you click on it, a window will open in which you can choose whether you want to issue a receipt or an invoice. Let's see both cases below!
Invoice
To issue an invoice, choose which fiscal position you wish to proceed with. Obviously, you will need to have already created it in the following section:
↳ Link utile: Zak > Settings > Configurations > Invoices
☞ Docs: ZaK - Fiscal documents setup
On the left-hand side you will see a non-editable summary of the dishes and their prices. By clicking at the bottom on you can also print it, but it will not be a fiscal document. To obtain the document, click on "Emit invoice":
You will then be redirected to the usual invoice issuing page. You can continue by using the documentation below:
Receipt
In order to issue a receipt, as with an invoice, you must choose the fiscal position to use. In the case of a receipt, you can choose between 3 different types of payment: full payment, partial payment or equal amounts. Let's see them together one by one!
1. Full Payment
If you choose full payment, this means that you are making one bill and therefore one document.
On the left-hand side you will find a summary of the dishes and their prices, which you can print out by clicking on. On the right hand side you can choose whether to apply a discount (fixed or percentage), how you are paid, how much you are paid and in which currency. Then click on "Emit Receipt":
You will then be redirected to the usual receipt issue page and you can continue from there.
2. Partial Payment
Choosing partial payment means that each customer pays for himself. So if you have a table of 3 people, it may be that each one will pay for what they have consumed. Or that one customer pays what he has consumed, while another pays the remaining amount of the other two.
Therefore, on the left-hand side you will find a summary of the dishes, their prices and quantities. Each customer will tell you what he pays and you can select it using the + or - symbols. The summary can be printed out using the icon . On the right hand side, you can choose whether to apply a discount (fixed or percentage), how they pay, how much they pay and in which currency.
By default, the total amount for the selected dishes will be shown automatically. Now click on "Emit receipt":
You will then be redirected to the usual receipt issue page and you can continue from there. Then you can follow the same procedure for the second customer who pays, for the third and so on. So for each customer select which dishes he pays for and issue his receipt.
3. Equal Amounts
Finally, choosing equal amounts means that the total is divided equally between all customers at the table. For example, if there are 4 people at a table and the total is €80, then they will each spend €20.
Therefore on the left side you can define how many customers are paying and the VAT. Then click on "SPLIT" and the system will automatically divide the total into X equal parts. You will then have to select the amount of the customer who is paying you, which will be highlighted in green. By default the selected amount will appear on the right, under "Total":
Again, you can print out a summary by clicking on . On the right hand side, you can choose whether to apply a discount (fixed or percentage); how they pay; how much they pay and in which currency. Now click on "Emit Receipt":
You will then be redirected to the usual receipt issue page and you can continue from there. Then you can follow the same procedure for the second customer who pays, for the third, and so on. So for each customer you select the amount they pay and issue their receipt.
As the various amounts are paid, the specific box will turn green with a tick and can no longer be selected, you can only continue with the remaining amounts:
What happens once paid?
Once an order has been paid for (fully or partially), it can no longer be edited. If the customer has paid the full amount, the green dollar icon will appear on the table and in the list of services. If he has paid only part of the amount, the icon will be orange. If the icon is not present, then he has not paid anything yet.
Once the order is fully paid, you must close the service. At that point, it means that the customer has paid and is leaving, so that table is automatically released. To proceed, you need to open the details of that service (from the table or from the list of services) and you will find the "Close Service" button: