Payment Management and how it affects other reports

The Payments Module in Restro Platform provides a clear and structured way to record, track, and analyze financial transactions linked with customer orders. By integrating directly with the POS and Orders modules, this feature ensures transparency, accuracy, and efficiency in handling payments.

Why Payment Management is Important

• Financial Accuracy – Keeps a record of every transaction made.
  
• Transparency – Staff and management can review payment history anytime.
  
• Flexibility – Supports multiple payment methods and partial payments.
  
• Business Insights – Integrated reports highlight sales performance, item popularity, and customer preferences.
  

Payment Records Interface

The Payments page displays all transactions in a searchable and organized table.

• Search & Filter Options – Quickly find payments by amount, method, or transaction ID.

• Table Details – Each row shows Payment ID, Amount, Payment Method (Cash, Card, UPI, or Due), Transaction ID (if available), Linked Order ID and Date & Time of Payment
  
• Export Option – Download payment data for reporting, audits, or analysis.
  

How Payments Work

1. Order Creation
   
   • The payments module initiates from the order initiation. Staff add customer items into the POS cart.
     
   • When the customer is ready for payment, select “Bill & Payment” to move to the payment screen.

2. Payment Processing
   
   • Choose the payment method: Cash, Card, UPI, or Due. You can also add tip if needed.

• The system automatically updates Total Bill, Amount Paid and Due Amount (if any).
• You can visit Due Payments to complete the payments in future
  

3. Split Payments
   
   • Payments can be split among multiple customers using different ways to split.
   • Each contribution is recorded with its own payment method.
   • The payment can be equally split between the customer members, customer split and it can also split by items.

4. Due Payments
   
   • If a customer pays partially, the balance is stored in the Due Section under the customer’s name.
     
   • Staff can revisit the order later and click “Add Payment” to settle the remaining amount.
   • You can see different status tagged with the orders which will help staff to know if the payments are pending or completed.

5. Completing the Transaction
   
   • The pending payments will be listed in Due Payments
   • The complete payments will be listed in Payments section
   • Once the full payment is received, click “Complete Payment.”
   • The invoice can then be generated and printed for the customer.
     

How Payments can affect Reports in Restro

The Payments Module also integrates with advanced reporting tools to provide valuable insights into sales and revenue.

• Sales Report
  
  • Shows daily sales totals within a date range.
    
  • Displays number of items sold and revenue earned per day.
    
• Item Report
  
  • Provides sales data at the individual item level.
    
  • Helps track top-selling dishes and underperforming items.
    
• Category Report
  
  • Groups sales data by category (e.g., Starters, Main Course, Drinks, Desserts).
    
  • Useful for analyzing which category contributes most to revenue.

• Direct Print Logs
  • In the direct print logs section, you can see the insight of the printer that how many prints have been done and how many failed.
    
  • This helps in the more attention to failed prints or issues arises during printing invoices.
    

These reports empower restaurants to make data-driven decisions on menu updates, pricing strategies, promotions, and inventory management ultimately boosting profitability.

With Payment Management in Restro Platform, restaurants gain full control over financial transactions, ensuring smooth billing, accurate records, and valuable business insights.

Check How Orders, KOTs, and Payments invoices can be generated to understand more of the payments in the restro platform.