OTO POS Cashier Cheat Sheet

Review a saved bill

Bills → find the bill → View. Check bill ID, status, waiter/customer, total, paid amount, balance, and print counts. Review Products, Payments, Comments, and Other. Use the Bills list's Order column to confirm the associated order IDs. Print only from the saved bill; cancellation/refund is for a Supervisor role or above.

Close a waiter's pending bill

1. BILLING → Pending Bills.
2. Match bill ID, waiter, amount, discount, and tender.
3. Open bill → PAY → exact amount and method.
4. At Balance: 0, select PAY & CLOSE BILL once.
5. Confirm it leaves Pending Bills and appears paid in Bills/My Shift.

For a discounted bill, collect the discounted final amount—not the original item total. Saving is not payment; the cashier closes the bill.

Split payment

First amount + exact method → ADD PAYMENT → confirm remaining balance → second amount and method → PAY & CLOSE BILL at zero. Verify both rows under Reports → Payments.

Complimentary bill

Approved 100% discount on every intended item → reason → SAVE DISCOUNTS → verify final total 0 → do not add payment → confirm it leaves Pending Bills and appears in Reports → Complementary Bills.

Direct bill and units

No order to bill from — gym, massage, pool: Billing → items → Served By → SAVE → PAY. Nothing shows in Orders; the bill is the record. Beer = one bottle · Beer (crate) = a crate: different price, different stock.

Before every bill

Tenant → your identity → configured outlet → correct bill → correct total

Customer, when required

Customer → search → select exact match → verify on bill. If none exists: Add New → company/person → complete required details → review → SUBMIT → verify selected. Keep Walk-In for an ordinary anonymous sale; never create a duplicate or invent customer details.

Save and pay

1. Retrieve the correct order or add the correct bill items.
2. Check items, quantities, Served By, customer when needed, and total.
3. Select SAVE once and record the bill ID.
4. Select PAY.
5. Enter the exact amount and payment method received; select currency only if the tenant displays that field.
6. Check Balance; use Pay & Close Bill only when it is zero.
7. Verify payment status, zero balance, and receipt.

Safe exceptions

• Timeout: search Bills/My Shift before retrying.
• Wrong outlet with no permission to change it: stop and escalate.
• Printer failure: verify status, then use authorized OPTIONS → Print.
• Reprint error: record the bill ID and exact message; escalate without recreating the bill or payment.
• A bill normally allows up to two printouts across its stages. Additional copies require a Supervisor role or above.
• Wrong payment: stop and escalate—do not invent an offset.
• Mistaken payment on an open bill: Bills → View → Payments, remove only your own entry, then verify the balance. Closed-bill removal is currently rejected even on the same day; escalate to Supervisor or above.
• Tender differs from the pending bill: stop and reconcile with the waiter before recording anything.
• Receipt failure after success: verify Bills/Payments first; reprint only under the authorized procedure and never recreate the payment.
• Room bill: verify the displayed room occupant before confirming.
• On-credit: assign the customer first and obtain required approval.
• Send to room: verify both room and displayed guest before confirmation.
• Cancel/refund: Supervisor role or above only. Cashiers record bill ID, waiter, amount, status, requester, and reason, then escalate. Never enable associated-order cancellation by default.

Handover

1. Check Pending Bills and explain every open bill.
2. Match cash/external tender to Cashier Summary method totals.
3. Match individual entries in Reports → Payments.
4. Use My Shift for bill-level review, not as the sole tender total.
5. Escalate differences with bill/payment ID and exact amount.

Do not generate X/Z reports or run NEW DAY unless your closing role and local procedure explicitly authorize it.