Troubleshoot Checkout and Payments

Overview

Use this guide when sales are delayed by cart, tender, or receipt issues.

The goal is to recover the sale cleanly while keeping audit and financial records accurate.

Before you start

• You are signed into correct workspace.
• Your role supports checkout and payment actions.
• Required tenders for your location are known.

Items missing or totals wrong

1. Review cart line count and pricing for each item.
2. Remove incorrect lines and re-add.
3. Confirm discounts are visible in cart totals.
4. Confirm subtotal, tax, and total before opening payment.

Tender not available

1. Reopen payment entry.
2. Verify sale total is greater than zero.
3. Confirm tender is enabled for this workspace role/location.

Split payment does not complete

1. Enter amounts in order and confirm running balance drops correctly.
2. Match final tender amount to remaining balance.
3. Ensure completion only when balance is zero.

Credit posting issues

1. Confirm customer is attached to sale.
2. Open credit tender and required note fields.
3. Re-enter amount and complete.

Paying credit down fails

1. Select sale customer and intended tender.
2. Enter exact amount to apply.
3. Add reference note if required.
4. Submit payment and verify credit balance.

Receipt or sharing fails

1. Confirm sale status is completed.
2. Retry print from completed sale.
3. Re-send receipt via available method from Sales detail.

After recovery

• If customer balance looked off, verify tender breakdown in Sales history before closing shift.
• Escalate only after workspace and role checks pass.