We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit.
When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice. However, when the customer returns to make a full or partial payment, we cannot find a way to record that payment directly from the Zoho POS Billing App.
So far, the only option we have found is through Zoho POS Web / Business Manager → Invoice → Record Payment.
This creates two important operational challenges:
Cashier Access: We want our cashiers to work exclusively from the Zoho POS Billing App without requiring access to Zoho POS Web / Business Manager just to collect customer payments.
Cash Register Reconciliation: We need customer payments to be associated with the cashier's Register Session and included in the End of Shift / Cash Reconciliation. If a customer pays in Cash and the payment is recorded through the web application, we are concerned that the amount may not be reflected in the register closing, potentially causing discrepancies between the physical cash collected and the amount recorded in the system.
A customer makes a $100 Credit Sale and later returns to pay $50 in Cash.
We need the cashier to record this partial payment directly from the Billing App, leaving a Balance Due of $50 on the invoice, while also adding the $50 received to the cashier's Register Session for cash reconciliation.
Is there currently a way to handle this process directly from the Zoho POS Billing App?
If this functionality is not currently available, we would like to suggest adding a Customer Payment option within the Zoho POS Billing App that would allow cashiers to:
Select a customer and view all their Outstanding Invoices, including their remaining balances.
Collect Full Payments or Partial Payments and apply them to one or multiple invoices.
Select the Payment Method (Cash, Credit Card, Check, etc.).
Automatically record the payment against Accounts Receivable and the appropriate Deposit To / Clearing Account.
Associate the payment with the cashier's Register Session and include it in the End of Shift / Cash Reconciliation, without duplicating sales revenue.
Generate a Payment Receipt showing the amount received, invoices paid, and remaining balance.
Control access to this functionality through cashier permissions, without requiring access to Business Manager.
Suggested Workflow:
Customer Payment → Select Customer → Outstanding Invoices → Enter Amount → Payment Method → Apply Payment → Complete
We believe this functionality is essential for retail businesses that offer credit to customers. It would allow cashiers to collect outstanding payments directly at the register, keep Accounts Receivable balances accurate, and ensure proper cash register reconciliation at the end of each shift.