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Payment: payment types, mixed payment, change, prepayment, customer tax ID and e-mail — Paloma365 Classic (Windows POS) ​

A reference for the "PAY" («ОПЛАТА») window of Paloma365 Classic: how to open it, take cash, card, deposit, "in debt" and mixed payments, take a prepayment, use deferred fiscalization, ask for the customer's tax ID and e-mail, change the payment type of a closed bill, and which settings affect all of this.

Where the "PAY" window opens from ​

  • Where: order window → "Pay" («Оплата») button (Sales mode, Salon, Waiter and other modes); Cashier interface → cash screen → select a bill → "Pay" («Оплата»).
  • How to enable: for a waiter, the "Pay" button in the order window appears only if «Официант принимает оплату» (waiter accepts payment) is enabled on the outlet card in the dashboard (Outlets section).
  • Notes:
    • From the cash screen only a printed, not yet closed bill can be paid.
    • In the Cashier, Hall administrator and Requests interfaces the "Pay" button inside the order window does nothing — payment is taken on the cash screen.
    • In the Hall administrator interface the cash screen opens without the "Pay" and "Prepayment" buttons.
    • The payment window also opens when an order is created automatically from a request.

Cash payment and change calculation ​

  • Where: "PAY" window → "Cash" («Наличными») → enter the amount from the customer → "To pay" («К оплате:») and "Change" («Сдача:») fields → "Pay".
  • How it works: change = amount from the customer minus "To pay", rounded to hundredths.
  • Notes: if the amount field is empty or 0, pressing "Pay" fills in the "To pay" amount (no change). If the amount is less than the total — "The given sum from customer is less than the total sum to pay" («Сумма от клиента меньше итоговой суммы!»).

Entering the amount and protection against a too-large amount ​

  • Where: "PAY" window → on-screen keypad (digits 0–9, decimal point key, clear key) or the physical keyboard.
  • Notes:
    • The field holds at most 11 characters; beyond that — "Sum input is too large" («Введена слишком большая сумма!»).
    • If the integer part is more than 3 digits longer than the total, the POS asks "Sum input is too large! Continue?" («Введена слишком большая сумма! Продолжить?»); answering no clears the field.
    • The decimal separator is a dot or a comma; a second separator is not accepted.
    • The on-screen clear key wipes the whole field; Backspace deletes the last character. In mixed payment, Backspace and Delete clear the whole amount of the selected row.

Banknote buttons ("+100", "+500" …) ​

  • Where: "PAY" window → "+<denomination>" buttons next to the amount field. A press adds the denomination to the entered amount; in mixed payment — to the selected row.
  • How to set up: Settings → "Payment window" («Окно оплаты») tab → "Denominations of bills" («Значения номинала купюр») table. Default: 100, 200, 500, 1000, 2000, 5000, 10000, 20000.
  • Notes: the banknote buttons and the keypad are unavailable for "Via Card" (except prepayment), "Via deposit balance" and the "Smart POS Terminal" / "Senim" items. They work for "In debt" and additional payment types.

Editing the list of banknote denominations ​

  • Where: Settings → "Payment window" («Окно оплаты») tab → "Denominations of bills" table (column «Значение», value) → navigator buttons under the table: «Добавить запись» (add), «Удалить запись» (delete), «Редактировать запись» (edit), «Сохранить запись» (save).
  • Notes: changes are written to the POS database as soon as the row is saved.

Card payment ​

  • Where: "PAY" window → "Via Card" («Картой») → "Pay".
  • How it works: the amount from the customer is set equal to "To pay", change is 0, input is disabled. During a prepayment, amount input for card stays available so a partial amount can be entered.
  • How to set up: the card payment type is set for the outlet in the dashboard («Тип оплаты картой»). If that type is assigned to a bank terminal (Settings → "Plugins" → "Payment systems"), the amount is sent to the terminal first.
  • Notes: with "Use payment type rules" enabled, the button may be unavailable on this workplace.

Additional payment types — the "Other types..." list ​

  • Where: "PAY" window → drop-down list (default item "Other types..." («Другие виды...»)) → pick a type → "Pay".
  • How to set up: payment types are created in the dashboard and reach the POS on sync. The list excludes cash, card, debt and SmartPlaza; the deposit payment type is hidden when "Via deposit balance" is available for the customer.
  • Notes:
    • Leaving "Other types..." selected and pressing "Pay" gives "Payment type is not chosen" («Вид оплаты не выбран!»).
    • For an additional type you can enter the amount from the customer — change is calculated as for cash.
    • If there are no additional types, the list is disabled and shows "ERROR" («ОШИБКА»).

Smart POS Terminal and Senim ​

  • Where: "PAY" window → drop-down list → "Smart POS Terminal" or "Senim" → "Pay".
  • How to enable: the modules are enabled in the dashboard; the POS receives the flag when the program signs in. The checkboxes "Use Smart POS Terminal" and "Use Senim" (Settings → "Plugins" → "Payment systems") only show the state and cannot be toggled by hand.
  • Notes: the amount equals the total; amount input and the "Prepayment" button are unavailable.

"In debt" payment (sale on credit to a customer) ​

  • Where: "PAY" window → "In debt" («В долг») → "Pay".
  • How to enable: the outlet in the dashboard has «Тип оплаты для долга» (payment type for debt) set, and a customer (not the default customer) is selected on the bill. Otherwise the button is disabled.
  • How it works: the amount field is cleared, the keypad and banknote buttons stay available; if the field is left empty, "Pay" fills in the bill total.
  • Notes:
    • Debt payments are not fiscalized: with a fiscal printer or online cash register the receipt is printed without the fiscal flag, and the "Deferred fiscalization" switch is turned off.
    • If the default payment type is "In debt" but no debt payment type is set in the dashboard, opening the window shows "Default CREDIT payment method not configured in personal account, will use CASH instead!" («Выбранный по умолчанию вид оплаты В ДОЛГ не настроен в личном кабинете, будет установлен вид оплаты: НАЛИЧНЫЕ!»).

Paying from the customer's deposit ("Via deposit balance") ​

  • Where: "PAY" window → "Via deposit balance" («Депозитом») → "Pay". The "Change" label turns into "On deposit" («На депозите:»).
  • How to enable: deposit module on in the dashboard; the outlet has «Использовать депозитную систему» (use deposit system) enabled and «Тип оплаты депозитной системы» (deposit payment type) set; the bill has a customer (not the default one) who is in a discount with deposit linked to this outlet. The bill's discount must have «Использовать Депозит в интерфейсах Официант и Тарификатор» (checked for Waiter and Salon) or «Использовать Депозит в интерфейсе Режим продаж» (checked for Cashier and Sales mode).
  • How it works: the balance comes from the cloud (internet needed) or, with offline deposit allowed, from local POS data. The integer part of the balance becomes the amount, input is disabled; if it is below the total, the POS reports the sum is less than the total.
  • Notes:
    • Messages: "Customer is not participating in a deposit system...", "Clent doesn't have money in his/her deposit" (sic), "No internet connection...".
    • Deposit payment is not fiscalized with a fiscal printer or online cash register.
    • In mixed payment the deposit row shows the balance in brackets and cannot exceed it.

Mixed payment (several payment types on one bill) ​

  • Where: "PAY" window → "Mixed payment" («Смешанная оплата») → table of payment types → "To pay" and "Left" («Осталось:») rows → "Pay". "Go back" («Назад») returns to normal payment.
  • How to enable: «Разрешить разные типы оплат» (allow different payment types) is enabled for the outlet in the dashboard, and the POS does not use the UzKassa, EKassa or qPos online cash registers or the Satty module.
  • How it works: enter the row amount with the keypad or banknote buttons; you cannot enter more than what is left — the POS trims it.
  • Notes:
    • There is no change in mixed payment; if "Left" is above 0 — "The given sum from customer is less than the total sum to pay".
    • If only one row has an amount, it is processed as a normal payment of that type.
    • With a fiscal printer or online cash register and no payment type rules, the table has only cash, card and deposit; with rules — the types marked "fiscal" for this workplace.
    • "Deferred fiscalization" is unavailable for mixed payment.
    • The "Mixed payment" button follows the same conditions in the prepayment and return windows too.

Mixed payment with an online cash register and bank terminals ​

  • Where: "PAY" window → "Mixed payment" → rows with terminal payment types → "Pay".
  • How it works: each part whose payment type is assigned to a terminal (Kaspi, Alsep, Halyk, Alatau, Forte, Freedom, BCC) is sent to its terminal in turn; a refusal on any part cancels the payment. Then one receipt with several payment types goes to the online cash register.
  • Notes: mixed receipts are accepted by WebKassa, KaspiPos, Trinity, UKassa, ReKassa, GREEnKassa, NurKassa, NewCas and ePos. If the whole amount is paid by deposit, the online cash register rejects it with «Ни один из выбранных типов оплаты не является фискальным» (none of the chosen payment types is fiscal; shown in Russian only).

Prepayment on a bill ​

  • Where: Cashier interface → cash screen → select a bill → "Prepayment" («Предоплата») → "PAY" window → pick a type, enter the amount → "Prepayment". Also: "Table placement map" («Дизайнер столов») window → «Счета» (bills) tab → "Prepayment".
  • Conditions: the bill is not printed and not paid. The prepayment must be less than the total (see "Allow pre-payment sum more than receipt sum").
  • How it works: at final payment the POS shows "Prepayment: X" and reduces "To pay". Pressing "Prepayment" again on a prepaid bill shows "Bill has been prepayed! Prepayment sum" and asks "Cancel prepayment?" («Отменить предоплату?»).
  • Notes:
    • A prepayment is not fiscalized.
    • The prepayment window hides "Pay", and normal payment hides "Prepayment".
    • Messages: "Bill already printed" («Счет ранее распетан»), "Bill already paid!", "Error printing the prepayment bill.", "Check the entered sum" («Проверьте введенную сумму!») for a zero amount.
    • A prepayment can also be split across types if different payment types are allowed.

"Allow pre-payment sum more than receipt sum" setting ​

  • Where: Settings → "Payment window" tab → checkbox "Allow pre-payment sum more than receipt sum" («Разрешить предоплату больше чем сумма чека»).
  • How it works: off by default — a prepayment equal to or above the total gives "You can fully pay the bill with entered amount" («Введенной суммой можно оплатить счет!»). The setting applies to this POS only.

Default payment type in the payment window ​

  • Where: Settings → "Payment window" tab → "Default payment type" («Тип оплаты по умолчанию»): "Cash", "Via Card", "In debt", «Дополнительные виды оплаты» (additional payment types).
  • How it works: "Cash" by default; applies to this POS only. If the bill already has a saved payment type, the window opens with it.
  • Notes: with payment type rules on, if "Cash" is hidden for the workplace, "Via Card" is selected; if that is hidden too — additional types.

Default item of the additional payment types list ​

  • Where: Settings → "Payment window" tab → "Default payment type for additional payment types" («Тип оплаты по умолчанию для дополнительных видов»).
  • How it works: "Other types..." by default (nothing selected); applies to this POS only. The list is disabled if there are no additional payment types.
  • Notes: the POS remembers the position in the list, not the name. The list in Settings does not always match the payment window list (for example, the deposit payment type never appears in Settings), so after changing payment types in the dashboard check that the right item is selected in the payment window.

"Use payment type rules" — payment types per workplace ​

  • Where: Settings → "Payment window" tab → checkbox "Use payment type rules" («Использовать правила типов оплат»).
  • How it works: rules are set in the dashboard per workplace and reach the POS on sync: visibility in the payment window, the "fiscal" flag, and whether the type counts as cash or non-cash. The checkbox applies to this POS only and is off by default.
  • Notes: with rules on, "Cash"/"Via Card" and list items become unavailable if hidden for the workplace; a type with the "fiscal" flag is fiscalized. Without rules only cash and card are fiscal (deposit and debt are non-fiscal), other types are printed without the fiscal flag.

Deferred fiscalization ​

  • Where: Settings → "Payment window" tab → checkbox «Отложенная фискализация» (deferred fiscalization); then the "PAY" window shows a «Отложенная фискализация» switch ("Yes"/"No").
  • How it works: "Yes" — the bill is closed now and the fiscal receipt is issued later; "No" — normal fiscalization. The POS remembers the switch position between payments.
  • Notes: unavailable and switched off for mixed payment and "In debt". Not applied to bills with a zero total. A bank terminal is still called immediately.

Issuing fiscal receipts for deferred bills ​

  • Where: Cashier interface → cash screen → "Fiscalization" («Фискализация») → a question whether to fiscalize ALL bills of the active section that need it; "Yes" — all of them, "No" — only the current bill.
  • Conditions: the button is visible only with deferred fiscalization on. Bills marked as needing fiscalization and paid with a single payment type are processed (mixed ones are not).
  • Notes: messages "Fiscalization completed!", "Fiscalization not completed for all bills!", "Fiscalization failed!". The tax ID and e-mail are not sent to the online cash register here; with a hardware fiscal printer the tax ID window may appear during printing, e-mail is not asked.

Asking for the customer's tax ID and e-mail — «Параметры текущей сессии» ​

  • Where: "PAY" window → "Parameters" («Параметры») → «Параметры текущей сессии» (current session parameters) window → switches «Запрашивать ИИН» (ask for tax ID) and «Запрашивать E-mail» (ask for e-mail) → "Accept" («Принять»).
  • Notes: both are off by default. Despite the "current session" name, the values are saved in the POS settings and stay until changed.

Entering the customer's tax ID on the receipt ​

  • Where: "PAY" window → "Pay" → «Введите или отсканируйте ИНН» (enter or scan tax ID) window: field, on-screen keyboard button, clear button → "Accept" (or Enter) / "Cancel".
  • How to enable: «Запрашивать ИИН» in the current session parameters. If a customer is selected on the bill, the POS fills in the number from their card (dashboard field «ИИН/БИН»).
  • Notes: the number reaches the receipt only with the WebKassa and KaspiPos online cash registers and the SHTRIH fiscal printer; with other online cash registers and ATOL, PORT, iKKM printers the window appears but the number is not passed on. The window appears once per payment; with deferred fiscalization switched on it is not asked at payment time.

Entering the customer's e-mail on the receipt ​

  • Where: "PAY" window → "Pay" → «Введите или отсканируйте E-Mail» (enter or scan e-mail) window: field, on-screen keyboard, clear → "Accept" / "Cancel".
  • How to enable: «Запрашивать E-mail» in the current session parameters. The customer's e-mail from their card is filled in automatically.
  • Notes: e-mail is accepted by WebKassa, KaspiPos and the SHTRIH and ATOL fiscal printers; other online cash registers and PORT/iKKM do not receive it. The POS does not ask for the customer's phone. With deferred fiscalization the e-mail is not asked.

Non-fiscal receipt for additional payment types ​

  • When: the outlet has a fiscal printer or online cash register enabled and "Use payment type rules" is off. Then paying with any additional type from "Other types..." (except Smart POS Terminal and Senim) prints a receipt without the fiscal flag and does not call the online cash register.
  • Notes: with rules on, fiscal status follows the "fiscal" flag of the payment type for the workplace. Single-type "Via deposit balance" and "In debt" payments are always non-fiscal with a fiscal printer or online cash register.

Changing the payment type of a closed bill ​

  • Where: Cashier interface → cash screen → select a bill → "Options" («Опции») → "Operate with orders" («Работа со счетами») → "Change the payment type" («Изменить вид оплаты») → "Change the payment type" window («Смена типа оплаты»: "Current payment type", list "New payment type") → "Accept".
  • Conditions: the employee's return permission (otherwise the POS asks for the return password), an open shift, internet, the bill closed in the current shift on this outlet. If there is unsent data, the POS first offers a sync.
  • How it works: the window warns "A return of chosen order will be made and a sale with a chosen payment type will be created" — the POS makes a return and a new sale, prints receipts and starts a sync. If a terminal cannot refund, the POS asks "Process refund without the terminal …?".
  • Notes: no button in the Hall administrator interface. Not possible for bills with a negative total, bills paid by mixed payment («Данный счет был оплачен смешанным типом оплаты...») or already returned bills ("A return was previously processed for this bill..."). General error — «Изменение типа оплаты невозможно...» (payment type change impossible).

Creating a new payment type from the POS ​

  • Where: Settings → "Plugins" → "Payment systems" → «Использовать Halyk Рестораны» (use Halyk Restaurants) → "Settings" button → add button next to the «Вид оплаты:» (payment type) field → window with «Наименование:» (name), «Банковский счёт:» (bank account), «Фискальный:» (fiscal) → "Create" («Создать»).
  • Conditions: internet is needed. Name and bank account are required; "Fiscal" defaults to "Yes".
  • How it works: the payment type is created in the dashboard and added right away to the POS database together with the rule for the workplace.
  • Notes: this is the only place where a payment type can be created from the POS. Messages: «Введите наименование вида оплаты» (enter the payment type name), «Выберите банковский счёт» (choose a bank account), "No internet connection...".

Rounding receipt totals to whole numbers ​

  • Where: Settings → "General settings" tab → "Number formatting" section → checkbox "Round receipt sum" («Округлять суммы чека»).
  • How it works: standard rounding (0.5 away from zero), not banker's rounding. Off by default, applies to this POS only. Without rounding, amounts are shown with 1–2 decimals, whole numbers without a fraction.
  • Notes: affects "To pay" in the payment window and mixed-payment amounts.

Printing VAT on the payment bill ​

  • Where: Settings → "Receipts and reports" tab → "Alternative VAT printing system" section → checkbox "Print VAT in prebills" («Печатать НДС в счете об оплате»), field «Процент НДС:» (VAT percentage) → "Save".
  • How it works: VAT is extracted from the amount: amount / (100 + %) × %. Applies to this POS only.
  • Notes: affects the printed non-fiscal payment bill, not the fiscal receipt. The percentage is saved only with "Save" and must be a number.

Payment window hotkeys ​

  • Default: Enter — "Pay with entered amount" («Оплатить введенной суммой»), Esc — "Payment cancellation" («Отмена оплаты»).
  • How to set up: Settings → "Hotkeys" tab (Payment form).
  • Notes: in mixed payment the digit keys and Backspace/Delete are used to enter the amount in the selected row.

Paying through a bank terminal by payment type ​

  • How it works: if the selected payment type is assigned to a terminal (Kaspi, Halyk, Alsep, Forte, Freedom, Alatau, BCC), the amount is sent to the terminal before fiscalization; a terminal refusal cancels the payment.
  • How to set up: Settings → "Plugins" → "Payment systems" ("Use…" checkboxes, "Settings" button). If no payment type is assigned to the terminal, Kaspi, Halyk, Alsep, Forte, Freedom and Alatau use the outlet's card payment type.
  • Notes: the payment window calls a terminal only for sales. With UzKassa a terminal refund is impossible: "Fiscal refund for UZKassa must be proceeded on terminal!".

«Окно оплаты уже открыто, повторите попытку» (payment window already open) ​

  • When: pressing "Pay" again (for example, a double click) while the "PAY" window is already open. The "Pay" button inside the window is also protected against double presses. The message is shown in Russian only.

Amount checks before payment ​

  • Where: "PAY" window → "Pay".
  • Messages: "The given sum from customer is less than the total sum to pay", "Check the entered sum", "Payment type is not chosen". The comparison is made after rounding to hundredths.

Customer debt in the customer selection window ​

  • Where: customer selection window → «Долг клиента» (customer debt) button; enable it in Settings → "General settings" tab → "Additional modules" section → checkbox "Request customer debt" («Запрашивать задолженность клиента»), this POS only.
  • How it works: internet is needed; data comes from the cloud. Messages (Russian only): «Долг клиента составляет: …» (customer debt is …), «Сумма клиента составляет: …» (customer amount is …), «Не удалось получить информацию о долге клиента.» (could not get debt information).
  • Notes: in retail mode, when there is a debt the POS asks «Внести деньги в кассу?» (deposit money into the till?) and opens a cash-in with the reason «Возврат долга» (debt repayment).

Payment types set for the outlet in the dashboard ​

  • Where: dashboard → «Торговые точки» (Outlets) → outlet card: «Тип оплаты наличными» (cash payment type), «Тип оплаты картой» (card payment type), «Тип оплаты депозитной системы» (deposit payment type), «Тип оплаты для долга» (debt payment type), «Разрешить разные типы оплат» (allow different payment types), «Использовать депозитную систему» (use deposit system), «Официант принимает оплату» (waiter accepts payment).
  • How it works: the POS receives these on sync and only applies them.

Reminder to check the discount and guest count ​

  • Where: order window → "Pay" → question «Проверьте, что установлена скидка и установлено количество гостей! Хотите продолжить?» (check that the discount and guest count are set; continue?). "No" cancels the payment.
  • How to enable: dashboard → «Торговые точки» → «Напоминать о скидках» (remind about discounts); the POS receives it on sync.
  • Notes: not asked when paying from the cash screen. The reminder also appears when printing the bill.

Payment type change and Tuvis / Smart Plaza loyalty ​

  • When: when changing the payment type of a closed bill ("Options" → "Operate with orders" → "Change the payment type" → "Accept"), if "Use Tuvis" or «Использовать Smart Plaza» (use Smart Plaza) is enabled (Settings → "Plugins").
  • How it works: after the new receipt is printed, the POS sends the old and new receipt numbers to the cloud so loyalty accruals and redemptions move to the new receipt. Internet is needed.
  • Notes: a transfer error does not undo the payment type change — the new receipt stays. If the bill had no loyalty activity, no message is shown; for other errors the POS shows «Ошибка подмены чека в системе лояльности» (loyalty receipt substitution error) with the response text, in Russian only.