Questions and problems

"No register is open on this till"

Your terminal's register is closed, or you came to Receive payments without picking a terminal. Click Till, pick your terminal and open the register (see Open the register), then open Payments → Receive payments again.

The customer is not in the search list

Only active customers are listed. Check the customer in Business Partners.

The customer's invoice is missing

The list shows only invoices with money still owed. An invoice paid in full at the till, or already settled by an earlier payment, is not listed. Check Completed payments for an earlier payment.

"Please select a payment method"

Nothing is selected for you on purpose. Pick the method the customer really used.

"Check number is required" / "Bank selection is required for check payments"

A cheque needs its number, and the bank when your company has banks set up. If the screen says No banks set up yet, ask your administrator to add your banks under Settings → General → Banks.

The reference was cut off

References and authorization codes are limited to 27 characters. Type the rest in Notes.

The customer paid with two methods

Click both methods under Payment and share the amount between them, for example part cash and part bank transfer. See Receive a payment.

"Payment amount for invoice ... exceeds outstanding balance"

Another payment was recorded on that invoice in the meantime. Click the customer again in Customers: the current amounts are shown.

I recorded a payment by mistake

A manager or administrator can cancel it in Completed payments (open the payment, then … → Cancel payment). The invoices open again. See Payment receipts, reprints and cancelling.

Where do received payments show in my reports?

In the session report of the register they were taken on, under Received Payments, kept separate from the day's sales.