> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Counter & Billing

> Take counter orders and bill them in BIZ Cafe - create a Cafe Order, bill with Cash, Card, UPI, or Split, look up submitted invoices, and reprint receipts, with the sale mirrored to accounting and stock.

The counter is where cashiers take walk-in orders and bill them. Billing creates a **Cafe Invoice**, and submitting that invoice mirrors the sale into your accounting and stock records in the background. This page covers taking an order at `/cafe-ops/counter`, billing it, and looking up or reprinting invoices at `/cafe-ops/invoices`.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-cafe-counter.png" alt="Counter screen showing the menu, a running order, and a payment panel with Cash, Card, UPI, and Split options" />
</Frame>

***

## Who Uses This Feature

| Role             | What They Do Here                                           |
| ---------------- | ----------------------------------------------------------- |
| **Cafe Cashier** | Takes counter orders, bills them, and reprints receipts     |
| **Cafe Admin**   | Has full access to the counter and invoices, plus reporting |

***

## Before You Start

* A **till session must be open** before you can bill. Billing is blocked until the till is open. See [Till Sessions](/hospitality-leisure/cafe/till-sessions).
* The **menu** must be set up so items are available to add to an order. See [Menu Management](/hospitality-leisure/cafe/menu-management).

***

## Take a Counter Order

<Steps>
  <Step title="Open the counter">
    Go to `/cafe-ops/counter`. The menu is shown, grouped by category.
  </Step>

  <Step title="Add items">
    Tap items to add them to the order, choosing any modifier options and add-ons. Adjust quantities as needed.
  </Step>

  <Step title="Capture customer details">
    Enter the customer name and phone if you are recording them, and add any order notes.
  </Step>

  <Step title="Send to the kitchen">
    Place the order so it appears on the kitchen display for preparation.
  </Step>
</Steps>

### Field Guide: Cafe Order

| Field                   | Description                                               |
| ----------------------- | --------------------------------------------------------- |
| **Source**              | Where the order came from (the storefront or the counter) |
| **Status**              | The current stage of the order. Required                  |
| **Customer Name**       | The name of the customer, if captured                     |
| **Customer Phone**      | The customer's phone number, if captured                  |
| **Token #**             | The daily pickup number used to identify the order        |
| **Token Date**          | The date the token belongs to                             |
| **Placed At**           | When the order was placed                                 |
| **Payment Method**      | How the order is to be paid. Required                     |
| **Payment Status**      | Whether payment has been received                         |
| **Items**               | The lines of the order, with choices and add-ons          |
| **Subtotal**            | The total before tax and discount                         |
| **Tax %**               | The tax percentage applied                                |
| **Tax Amount**          | The tax charged                                           |
| **Discount**            | Any discount applied to the order                         |
| **Grand Total**         | The amount payable                                        |
| **Order Notes**         | Notes from the guest or cashier                           |
| **Cancellation Reason** | The reason recorded if the order is cancelled             |

***

## Bill the Order

When the order is ready to settle, bill it. Billing produces a **Cafe Invoice**.

<Steps>
  <Step title="Confirm the amount">
    Check the grand total against the order.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Submit the bill">
    Submit to finalise. The invoice moves to `Paid` and the sale is recorded in the background.
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-cafe-billing-payment.png" alt="Billing panel showing payment methods Cash, Card, UPI, and Split with amounts entered" />
</Frame>

<Info>
  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.
</Info>

### Field Guide: Cafe Invoice

| Field                   | Description                                               |
| ----------------------- | --------------------------------------------------------- |
| **Cafe Order**          | The order this invoice bills                              |
| **Customer Name**       | The name of the customer, if captured                     |
| **Posting Date & Time** | When the sale is recorded. Required                       |
| **Till Session**        | The open till session the bill belongs to                 |
| **Status**              | The state of the invoice (Draft, Paid, or Cancelled)      |
| **Items**               | The lines being billed. Required                          |
| **Payments**            | The payments taken, by method (Cash, Card, UPI, or Split) |
| **Net Total**           | The total before tax                                      |
| **Tax Total**           | The total tax                                             |
| **Grand Total**         | The total payable                                         |
| **Paid Total**          | The amount actually paid                                  |

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.

<Steps>
  <Step title="Open the invoices page">
    Go to `/cafe-ops/invoices`.
  </Step>

  <Step title="Find the invoice">
    Search for the invoice you need, for example by customer or order.
  </Step>

  <Step title="Reprint the receipt">
    Open the invoice and reprint the Cafe Receipt for the customer.
  </Step>
</Steps>

***

## Who Does What

| Action                          | Role         |
| ------------------------------- | ------------ |
| Take a counter order            | Cafe Cashier |
| Bill an order                   | Cafe Cashier |
| Look up and reprint an invoice  | Cafe Cashier |
| Review sales and reconciliation | Cafe Admin   |

***

## 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/invoices` instead 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.