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Printing prebills, kitchen tickets, receipts and reports — Paloma365 Classic (Windows POS) ​

A reference on printing in Paloma365 Classic: the prebill (bill for payment), kitchen sub-orders and refusal tickets, the payment receipt, receipt copies, print preview, shift reports, receipts for cash operations, deposits, prepayments, the return form and the stop-list. POS settings open via "MENU" → "Settings" (the «Настройки Paloma365 - фронт офис» window, settings password required).

Printing the prebill with the "Print receipt" button ​

  • Where: the «Официант» (Waiter) or «Администратор зала» (Hall manager) interface → table/order → "Print receipt" («Печать счета»). In the «Салон» (Salon) interface the button appears only when Settings → "General settings" («Общие настройки») → "Cashier takes the payments from salon" («Кассир оплачивает чек салона красоты») is ticked (the master prints the bill, the cashier takes payment). There is no such button in «Тарификаторы» (Tariffs).
  • How to enable: in the Paloma365 web dashboard, on the automation point card — «Печать счета на оплату» (print the bill for payment). Printer: Settings → "Receipts and reports" («Чеки и Отчеты») tab → "Printer for printing prebills" («Принтер для печати счета на оплату»); number of copies — the «Счет на оплату:» (bill for payment) field on the same tab. With "Use 58mm paper" («Использовать 58мм бумагу») ticked, the 58 mm version of the form is used.
  • Notes:
    • If «Напоминать о скидках» (remind about discounts) is enabled on the point card, the POS asks "Did you set the discount and guest count?" («Вы установили скидку и количество гостей?») before printing.
    • After printing, the order is marked as printed and editing is locked; pressing again shows "Order is printed!" («Счет распечатан!»).
    • A sub-order goes to the kitchen at the same time if «Печать подзаказника в кафе» (print sub-order in cafe) is enabled.

What the prebill contains and prebill printing errors ​

  • The prebill shows the venue name, number, dates, employee, customer, table, service and discount (lines are hidden when zero), total and note; for orders from delivery requests — delivery cost and payment type, courier, address and "Order type: Pickup/Delivery" («Тип заказа: Самовывоз/Доставка»); with Tuvis or SmartPlaza loyalty connected — its name.
  • In «Режим продаж» (Sales mode) the prebill prints automatically after payment with the same flag, unless "Do not print prebill in sales mode" («Не печатать пречек в режиме продаж») is ticked.
  • On failure: "Error printing the prebill!" («Ошибка печати счета на оплату!») with the cause on the next line, e.g. "Print form unavailable: …" («Печатная форма недоступна: …»). The action is written to the journal.

Automatic kitchen and bar sub-orders ​

  • Where: «Официант», «Администратор зала», «Тарификаторы» → order screen → "Print receipt" or leaving the order with saving.
  • How to enable: on the automation point card in the dashboard — «Печать подзаказника в кафе». Kitchen printers are set up in the dashboard: each printer gets the Windows printer name (several are allowed, separated by «;»), the printer is linked to a department, and the item — to a printer department. Number of copies — the «Подзаканики:» (sub-orders) field on the "Receipts and reports" tab.

Which printer a sub-order goes to and what it contains ​

  • Printer order: the department's printer; if Windows does not have it — the same name without the network path; then "Printer for printing sub-orders" («Принтер для печати подзаказников»); if that is unavailable too — the Windows default printer.
  • What is printed:
    • Only items not yet sent to the kitchen; one ticket per printer, grouped by department inside. When an order is extended, only the new dishes are sent. Combo sets are not included.
    • Header: "Sub-order for" («Подзаказник для») №, date, employee (or the customer name when "In a sub-order print employee instead of customer" («На подзаказнике печатать вместо сотрудника имя клиента») is ticked), table, guest count (when «Печатать количество гостей в чеках» is ticked), order note, and for requests — "Order type: Pickup/Delivery".
    • The Windows print dialog is never shown for sub-orders.
    • On failure: "Error occured while printing sub-orderrefusal, warn your cook!" («Произошла ошибка при печати подзаказника\отказника, предупредите повара!»). The print is written to the journal.

Refusal ticket when a dish already sent to the kitchen is cancelled ​

  • Where: order screen → refusing an item that was already sent to the kitchen.
  • How to enable: works with the same «Печать подзаказника в кафе» flag, on the same department printers.
  • Notes: the ticket header is "Refusal receipt for" («Отказник для») № …; only items with a negative quantity are printed. The item note is added to the name when "Print a note to the meal on prebill/bill" («Печатать примечание к блюду в счете на\об оплате») is ticked. If printing fails — "Refusal occurred, but receipt was not printed. Warn your cook!" («Отказ произошел, но не распечатался чек, предупредите повара!»). For mobile waiter orders, refusal tickets are printed in the background by the print server.

Sub-order after payment in Sales mode, Salon and Courier ​

  • How to enable: on the automation point card — «Печать подзаказника в режиме продаж» (print sub-order in sales mode). Printers are the same as for regular sub-orders.
  • Notes: works only in the «Режим продаж», «Салон» and «Курьер» interfaces. If the sub-order does not print, the payment is already done; the POS shows "Order was saved, but failed to print the sub-order!" («Счет был сохранен, но произошла ошибка при печати подзаказника!») and restarts the print subsystem.

Printing the payment receipt (regular receipt after payment) ​

  • When: after a payment, a return, a gift and a payment type change.
  • How to enable: on the automation point card — «Печать счета об оплате» (print the payment receipt). Printer: "Receipts and reports" → "Printer for printing bills and reports" («Принтер для печати счета об оплате и итогового отчета»). Copies: «Счет об оплате:» and «Фискальный счет об оплате:» (for payment types linked to fiscalization; 0 = do not print). A 58 mm version exists.
  • Notes:
    • The receipt shows the venue, number, open and close dates, employee, customer, table, payment types, service and discount (hidden when zero), total, received/change, note, delivery data and order type, loyalty system name.
    • For a return, «(Возврат)» (return) is added to the number.
    • On failure: "Error printing the bill!" («Ошибка печати чека об оплате!») and "Please update print forms." («Обновите печатные формы.»); after a payment — "Order was saved, but failed to print the payment receipt!" («Счет был сохранен, но произошла ошибка при печати счета об оплате!»). The sale itself is saved.
    • The print is written to the journal.

Choosing printers and the list of system printers ​

  • Where: Settings → "Receipts and reports" → "Printer for printing sub-orders", "Printer for printing prebills", "Printer for printing bills and reports", and the "Refresh printers list" («Обновить список принтеров») button.
  • How to set up: pick a printer in each list — the choice is saved immediately. "Refresh printers list" re-reads the Windows printers and shows «Список принтеров в системе:» (printers in the system) and «Список принтеров в БД:» (kitchen printers from the dashboard) — handy for matching names.
  • Notes: if the selected printer is unavailable (the print spooler did not answer within 3 seconds or the printer is missing), the POS silently prints to the Windows default printer. The printer choice is stored on this computer. After a printer change the POS restarts USB printer port monitoring.

Number of copies of receipts and sub-orders ​

  • Where: "Receipts and reports" → the «Количество печатаемы чеков/подзаказников» (number of printed receipts/sub-orders) section → fields «Подзаканики:», «Счет на оплату:», «Счет об оплате:», «Фискальный счет об оплате:»; the button next to each field opens the on-screen keyboard "Enter quantity" («Укажите количество»).
  • How to set up: the default is 1. In the first three fields 0 is automatically replaced with 1; 0 is allowed only in «Фискальный счет об оплате:» — then the regular payment receipt is not printed for fiscal sales. For orders with deferred fiscalization «Счет об оплате:» applies.
  • Notes: a receipt copy printed with «Печатать» (Print) comes out in 1 copy (for a bill with deferred fiscalization — per the «Счет об оплате:» field); a copy found via "Find receipt" prints the number of copies from these fields.

Copy (duplicate) of a closed order's receipt ​

  • Where: «Кассир» (Cashier) → «Касса» screen → select a closed order → "Options" («Опции») → "Receipt copy" («Копия чека») → the «ВНИМАНИЕ!» (attention) window asking «Распечатать копию чека №…?» (print a copy of receipt №…?) with «Печатать» (Print), "Find receipt" («Найти чек») and «Закрыть» (Close) buttons and the «И фискальную копию» (and a fiscal copy) switch.
  • How to enable: the operation is protected by a point password — in the dashboard «Пароль: Печать копии чека» (password: receipt copy printing). If no password is set, the window opens without asking. With a wrong password the copy window simply does not open — the POS shows no separate message.
  • Notes:
    • If no order is selected or it is not closed, the window says "Choose order!" («Счёт не выбран!») and «Печатать» is disabled.
    • "Find receipt" opens a cloud sale search by period («Выберите период когда была продажа»), trading point and item name; internet is required.
    • The copy is printed on the payment receipt form with the copy mark, without preview. Result: "Receipt copy was printed successfully!" («Дубликат счета распечатан!») / "Fiscal bill duplicate printed!" («Дубликат фискального счета распечатан!»).
    • «И фискальную копию» is active only with the WebKassa online cash register connected.
    • If the POS is still printing the previous document — "Print subsystem is busy!" («Подсистема печати занята!»).
    • The «Администратор зала» interface has no "Receipt copy" button.

Final receipt preview ​

  • Where: "Receipts and reports" → "Systemic control" («Системное управление») section → "Bill preview" («Предпросмотр финального чека»).
  • What it does: instead of printing directly, the payment receipt (and also the online cash register fiscal receipt, the Satty lottery receipt and the stop-list) opens in a preview window where you can choose the printer and number of copies and press "Print".
  • Notes: it does not apply to receipt copies (printed right away) or to background printing by the print server.

The print preview window ​

  • Buttons: "Print" («Печать»), "Quantity" («Количество», on-screen keyboard for the number of copies), "PDF export" («Экспорт в PDF»), "Decrease" / "Magnify" («Уменьшить» / «Увеличить»), page navigation buttons, a printer properties button, "Exit" («Выход»).
  • Pages: the "All pages" / "Current page" / "Given pages" («Все страницы» / «Текущую стр.» / «Указанные стр.») switch with a page-number field (e.g. "1,2").
  • Printer: "Printer for printing bills and reports" is preselected; another printer can be picked from the list before printing.
  • Notes: after "Print" the POS tracks the job in the printer queue and reports if printing failed.

Exporting a report or receipt to PDF ​

  • Where: preview window → "PDF export" («Экспорт в PDF»).
  • How it works: the export dialog opens with file and PDF options. Available for anything that opens in the preview.

Final shift report ​

  • Where: «Кассир» → «Касса» screen → "Final report" («Итоговый отчет»). In «Режим продаж» with the «Розница» (retail) venue type (Settings → "Program appearance" («Вид программы») → «Тип заведения») — "Report" («Отчет») → "Final report".
  • Access: the employee right for the final report or the final report password — set in the dashboard.
  • Notes: a report for the current shift broken down by payment types, employees, departments and customers. It opens in the preview window (print, PDF); the default printer is "Printer for printing bills and reports". A 58 mm version exists. On error — "Report printing error: …" («Ошибка при печати отчёта: …»).

Reports when closing the shift ​

  • Where: «Кассир» → «Закрыть смену» (close shift), or closing the shift in «Режим продаж».
  • How it works: before closing, with a fiscal register connected and «Снимать Z-отчет при закрытии смены» (take a Z-report on shift close) enabled in the dashboard, a Z-report is taken. After closing, if the employee has the final report right (or entered its password), the final report prints immediately, without preview. Then the POS asks "Do you want to print the reports?" («Хотите распечатать отчёты?») — on "Yes" previews of the final report and the "Sales report" («Акт реализации») open (the sales report right or password is needed).
  • Notes: with no rights — "Report printing is inaccessible..." («Печать отчётов недоступна...»). In «Режим продаж» the Z-report on shift close is taken only for an employee with the X/Z-report right.

X- and Z-reports ​

  • Where: «Кассир» → «Касса» screen → «Отчеты» (reports) group → "X report" / "Z report" («X отчёт» / «Z отчёт»). In «Режим продаж» with the «Розница» type — "Report" → «X-Report».
  • Where it prints: on the device selected in Settings → "Equipment" («Оборудование») → "Fiscal printers" («Фискальные принтеры») → "Fiscal Register type" («Тип ФР»: ФР ШТРИХ, ФР ПОРТ, ФР АТОЛ, ФР ЭЛВИС-МИКРО, ФР iKKM). For online cash registers connected through a plugin, the report is built on the «X/Z Онлайн кассы» form and opens in the preview window.
  • Access: one right (or password) for the X-report also covers the Z-report.
  • Notes:
    • Before a Z-report: "Do you really want to print Z-report? Fiscal shift will be closed!" («Вы действительно хотите снять Z-отчет? Будет закрыта фискальная смена!»).
    • "X report" is active with a fiscal register or online cash register connected; "Z report" — only for ФР ШТРИХ and online cash registers.
    • In «Режим продаж», «X-Report» is available only with a fiscal register or cash register plugin connected.

Other POS reports: "Other reports" ​

  • Where: «Кассир» → «Касса» screen → "Other reports" («Другие отчеты») → the «Выберите отчет» (choose a report) window: «Отчет по отказам» (refusals), «Отчет по возвратам» (returns), «Расширенный акт реализации» (extended sales report), «Отчет по клиентам» (by customers), «Материальная ведомость» (materials statement), "Sales report" («Акт реализации»), «Отчет по салону» (salon), "Products in stock" («Остатки на складе»), «Отчёт по маркированным товарам» (marked goods).
  • Sales report options: «Группировка» (grouping: "Without groups" «Без группировки» / «По подразделениям» by department), «Печатать состав комбо» / «Не печатать состав комбо» (print / do not print combo contents), «Сортировка» (sorting: «По наименованию» by name / «По количеству» by quantity / «По сумме» by amount) — apply to the sales report and the extended sales report.

Access to "Other reports" and dependence on the venue type ​

  • Rights: sales reports — the sales report right or password; materials statement and "Products in stock" — their own right or password; refusals, returns and salon reports — only the employee right; «Отчет по клиентам» opens without a rights check (a customer is chosen first); «Отчёт по маркированным товарам» — the stock right or password.
  • Intermediate windows: materials statement — the «Без цен и сумм» (without prices and amounts) checkbox and the «Сформировать» (generate) button; "Products in stock" — filters and the «Печать» (print) button.
  • Notes: reports open in the preview window. The marked goods report shows a table of marks.
  • Venue type: it changes the set of buttons: for «Ресторан, Кафе», «Фастфуд, Столовая», «Бильярд, Караоке, Баня» the salon report is hidden, for «Розничный магазин» — the salon and refusals reports, for «Салон Красоты» — the refusals report. The "Do not print products with zero price" («Не печатать нулевые позиции в чеке») setting affects both sales reports, but its checkbox is locked in the settings.

Customer purchase history ​

  • Where: the «Выбор клиента» (customer selection) window → select a customer → «История покупок» (purchase history).
  • How it works: the history is requested from the cloud (internet required) and opens in the preview window (print, PDF).
  • Notes: the button does nothing for customer groups; without internet — a report error.

Cash report and deposit report ​

  • Where: «Кассир» → «Касса» screen → "Cashbox" («Касса») → the "Cash related operations" («Кассовые операции») window → "Cash report" («Отчет по кассе») → the «Отчет по деньгам» (money report) window → "Form on cash data" («Сформировать по кассе») / "Form on deposit account data" («Сформировать по депозитам»).
  • Access: the employee right for the cash report. Without internet (unless offline deposits are enabled) the window does not open — "No internet connection..." («Отсутсвует интернет соединение...»).
  • How it works: the cash data is normally refreshed from the cloud first. The "Receipts and reports" → "Offline cash register report" («Кассовый отчет офлайн») checkbox builds the cash report from this computer's data without refreshing.
  • Notes: if the data could not be refreshed — "Failed to receive cash balance data..." («Не удалось получить остатки по кассе...»); for deposits — «Нет данных по расходам депозитов за смену!» (no deposit spending data for the shift). With offline deposits a separate report form is used. The same "Offline cash register report" checkbox also removes the requirement to upload all data to the cloud before encashment on shift close.

Receipt for cash in/out and bank account operations ​

  • Where: "Cashbox" → "Cash related operations" → "Cash+" («Поступление в кассу») / "Expense from the register" («Расход из кассы») / "Account deposit" («Поступление на счёт») / "Account withdrawal" («Расход со счёта») → "Accept" («Принять»).
  • How it works: the receipt prints automatically to "Printer for printing bills and reports", without the printer dialog; a 58 mm version exists. It is turned off with "Receipts and reports" → "Redundant data control" («Управление избыточными данными») → "Do not print a receipt when withdrawing / replenishing money at the cash register" («Не печатать чек при снятии / пополнении денег в кассе»).
  • Notes: the receipt shows the operation type («Поступление», «Изъятие», «Поступление на счёт», «Расход со счёта»), item, number, date, employee, counterparty, amount, comment and point. If the "Fiscal operation" («Фискальная операция») switch is on with a fiscal register connected, cash in/out goes through the fiscal register and this receipt is not printed. "Cash transfer" («Перемещение из кассы») prints no receipt.

Encashment receipt ​

  • Where: «Кассир» → «Закрыть смену» → the "You must process the encashment" («Необходимо выполнить инкассацию») question → the "Encashment" («Инкассация денег в кассу») window → "Accept".
  • How to enable: Settings → "General settings" → "Cash out by the end of the shift" («Инкассировать при закрытии смены»).
  • How it works: the window loads cash report data to show the amount in the register; the receipt prints automatically to "Printer for printing bills and reports", without the printer dialog (a 58 mm version exists).
  • Notes: the receipt shows the amount in the register, amount encashed, remainder, where it was encashed to, sales amount, comment, employee and number. The "Do not print a receipt when withdrawing / replenishing money…" checkbox does not affect the encashment receipt.

Customer deposit top-up and withdrawal receipt ​

  • Where: "Cashbox" → "Cash related operations" → "Top-up deposit account" («Пополнение депозита») / "Withdrawal from deposit account" («Снятие с депозита») → the "Customer's deposit account top-up" («Пополнение депозита клиенту») window → "Accept".
  • How it works: after a successful operation (through the cloud or as an offline deposit) the receipt prints automatically to "Printer for printing prebills", without the printer dialog; 58 mm versions exist.
  • Notes: the customer must take part in the deposit system, otherwise — "Customer is not participating in a deposit system..." («Клиент не участвует в депозитной системе...»). Returning goods paid from a deposit also prints a top-up receipt. Errors: "Error printing the top-up bill!" («Ошибка печати чека пополнения депозита!») / "Error printing the withdrawal from deposit bill!" («Ошибка печати чека изъятия с депозита!»).

Prepayment receipt for an order ​

  • Where: «Кассир» → «Касса» screen → select an order → "Prepayment" («Предоплата»). Also, in the «Официант» and «Тарификаторы» interfaces, when a new order is saved the POS asks "Make prepayment?" («Внести предоплату?») if Settings → "Payment window" («Окно оплаты») → "Allow pre-payment sum more than receipt sum" («Разрешить предоплату больше чем сумма чека») is ticked.
  • How it works: after the prepayment is made the receipt prints automatically to "Printer for printing bills and reports", without the printer dialog.
  • Notes: the receipt shows the venue, order number, date, employee, customer, payment type, table, guests (per setting) and the amount paid. If the receipt did not print, "Error printing the prepayment bill." («Ошибка печати чека об предоплате.») is added to the operation result. If the POS is still printing the previous document — "Print subsystem is busy!".

Goods return form ​

  • How to enable: Settings → "Receipts and reports" → "Systemic control" → "Require filing of return form" («Требовать заполнение бланка возврата товара»).
  • How it works: after the return is completed, a preview of the return form opens (a 58 mm version exists) with printing and PDF export.
  • Notes: the "Return sample" («Бланк возврата») switch in the return window only shows the state and is locked — it is controlled by the setting. The form shows the original order number and date and the employee.

Printing the stop-list ​

  • Where: «Кассир» → "Options" → "Stop-list" («Стоп-лист»), or the stop-list button on the sale screen → stop-list window → "Print stop-list" («Печать стоп-листа»).
  • Access: the employee stop-list right or the «Стоп-лист» point password. The button on the sale screen appears when Settings → "Program appearance" → "Show "Stop-list"" («Показать "Стоп-лист"») is ticked.
  • How it works: it prints as a plain list to the printer set in the print form; with "Bill preview" on — through the preview window, where the printer can be chosen.
  • Notes: only stop-list items used in the menu and not deleted are printed, under «СТОП ЛИСТ» (stop list) and «НА ДАТУ» (as of) headings. If the list is empty — "No items in the stop-list" («Нет товаров в стоп листе»); on error — "Error forming the report..." («Ошибка формирования отчёта...»). For the «Розничный магазин» and «Салон Красоты» venue types the "Stop-list" button in "Options" is hidden.