01
Collect
Cash, card, partial, or collection link starts from a known sale.
Payments and reconciliation
Pay keeps collection, receipts, and reconciliation tied to the sale.
Support cash, card, split, receipt, transaction review, and finance handoff so payments remain tied to the order, customer, branch, and staff context that created them.
Collection linksPayment requests stay tied to the order, customer, and branch.
Receipt trailConfirmations stay visible for customers, managers, and finance.
Split evidenceMultiple tenders keep one clean record for review.
Cash
Card
Split
Receipts
Review
Payment journey
Every payment should preserve its business context.
From order total to finance handoff, each step preserves the context that makes payment evidence useful later.
02
Confirm
Receipt and confirmation details stay attached before handoff.
03
Review
Managers inspect tenders, status, session, and exceptions.
04
Settle
Finance receives payment evidence ready for reconciliation.
- 1
Order total
Start from a confirmed sale, invoice, deposit, or internal payment need.
- 2
Tender selection
Choose cash, card, split, partial, recorded card, or other approved method.
- 3
Receipt handling
Keep confirmation, receipt, and customer handoff clean at the counter or after service.
- 4
Transaction review
Managers review payment records by branch, method, status, order, and staff context.
- 5
Finance handoff
Reconciliation can start from complete evidence instead of reconstructed notes.
Counter moment
The customer sees a simple payment. The business needs the full record.
A payment can look simple at the counter while still carrying the order, receipt, tender, staff, and collection-link evidence needed for review.
Order relationship
Payment should remain tied to the order, staff session, branch, customer, and receipt path.
Payment method clarity
Cash, card, split, and manual methods need different review behavior.
Receipt confidence
Customers and managers both need confidence that payment confirmation is traceable.
Payment detail
Pay covers common service scenarios without making them feel special.
Cash, card, split bills, refunds, and adjustments need different handling without breaking the same evidence chain.
ScenarioWhat Pay keeps visibleEvidence
Cash flow
Record cash payment, change handling, receipts, sessions, and review details.
Order referenceCustomer handoffStaff sessionReceipt state
Card flow
Track card payment recording, confirmation, receipt state, and transaction reference context.
Order referenceCustomer handoffStaff sessionReceipt state
Split flow
Support split bills, partial payment paths, multiple tenders, and customer handoff.
Order referenceCustomer handoffStaff sessionReceipt state
Refund and adjustment review
Keep exceptions visible to managers so finance can understand what changed.
Order referenceCustomer handoffStaff session
Manager review
Payment records become useful when managers can review them cleanly.
Payment records become trustworthy when settlement, refunds, receipts, and exception handling are reviewed before finance has to reconstruct the story.
By method
Review cash, card, split, and other methods across the day or branch.
By status
Spot paid, pending, cancelled, adjusted, or exceptional payment records.
By session
Connect payment activity to staff shifts and terminal usage.
By report
Use payment summaries as a reliable input to close and reconciliation.
Close routine
Payment close needs repeatable review steps.
Front counter
- Confirm tender type before completing the sale.
- Check receipt handling before the customer leaves.
- Record exceptions immediately.
Manager
- Review payment methods by session and branch.
- Investigate cancelled or adjusted payments.
- Compare recorded activity with operational reports.
Finance
- Use transaction records as reconciliation evidence.
- Keep receipts and order references attached.
- Separate normal close from exception follow-up.
Connected apps
Payment is most valuable when it stays attached to the work.
Payment evidence is stronger when it can point back to the order, store, event, receipt, and accounting workflow that created it.
Restaurant
Keep payment states connected to POS orders, tables, staff sessions, and receipts.
Retail
Review store sales, tenders, and receipts by item, branch, and session.
Catering
Support deposits, final payments, and event payment follow-up.
Accounting
Give finance cleaner evidence for reconciliation and period review.
Payment workflow review
Walk through the payment scenarios your team handles.
We can review cash, card, split, receipts, manager close, and the finance handoff around your existing operations.
Cash and card flow
Split payment handling
Receipt path
Reconciliation review
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