/cafe-ops/counter, billing it, and looking up or reprinting invoices at /cafe-ops/invoices.
Who Uses This Feature
Before You Start
- A till session must be open before you can bill. Billing is blocked until the till is open. See Till Sessions.
- The menu must be set up so items are available to add to an order. See Menu Management.
Take a Counter Order
1
Open the counter
Go to
/cafe-ops/counter. The menu is shown, grouped by category.2
Add items
Tap items to add them to the order, choosing any modifier options and add-ons. Adjust quantities as needed.
3
Capture customer details
Enter the customer name and phone if you are recording them, and add any order notes.
4
Send to the kitchen
Place the order so it appears on the kitchen display for preparation.
Field Guide: Cafe Order
Bill the Order
When the order is ready to settle, bill it. Billing produces a Cafe Invoice.1
Confirm the amount
Check the grand total against the order.
2
Choose a payment method
Take payment by Cash, Card, UPI, or a Split across more than one method. For a split, enter the amount taken on each method so they add up to the total.
3
Submit the bill
Submit to finalise. The invoice moves to
Paid and the sale is recorded in the background.
Submitting a bill mirrors the sale to your accounting and stock records in the background: revenue books to the income account on each item’s category, and items linked to a stock record draw down inventory. Cancelling the bill reverses that entry.
Field Guide: Cafe Invoice
The invoice is linked to the background accounting sales record it creates, so your books always trace back to the bill.
Look Up an Invoice and Reprint a Receipt
The invoices page at/cafe-ops/invoices lets you find any submitted invoice and reprint its receipt.
1
Open the invoices page
Go to
/cafe-ops/invoices.2
Find the invoice
Search for the invoice you need, for example by customer or order.
3
Reprint the receipt
Open the invoice and reprint the Cafe Receipt for the customer.
Who Does What
Upstream and Downstream Dependencies
- Billing requires an open till session; without one, billing is blocked.
- A bill requires a menu so items can be priced and taxed.
- A submitted bill feeds your accounting and stock records and the Cafe Daily Sales report; cancelling it reverses the accounting and stock entry.
Best Practices
- Confirm the till is open at the start of your shift. You cannot bill until it is.
- Enter split payments exactly. When a guest pays part cash and part card, the amounts on each method must add up to the grand total.
- Reprint rather than recreate. If a customer needs another copy, reprint the existing invoice from
/cafe-ops/invoicesinstead of billing again. - Cancel, do not edit, a wrong bill. A submitted invoice is reversed by cancelling it, which also reverses the background accounting and stock entry.