Selling (POS), Credit Sales, Draft, Quotations & Suspended Sales

Last updated: 15 February 2025 · 4 min read

BillBook's Point of Sale (POS) system allows businesses to handle sales transactions, credit sales, quotations, drafts, and multiple payment methods seamlessly.

Selling Products in POS

  • Go to → Sell → POS
  • Select Customer (default: Walk-In Customer) or search by Name, Customer ID, or Phone Number.
  • Search & Add Products by entering Product Name or scanning the barcode.
  • Modify Price, Tax & Discount by clicking on the Product Name.
  • Click Finalize to complete the sale.

Credit Sales & Partial Payments

100% Credit Sales

  • Go to → Settings → Business Settings → POS
  • Enable Show Credit Sale Button
  • On the POS screen, click Credit Sale to mark the sale as credit.

Half Credit & Half Payment

  • Click Multiple Pay
  • Select Cash and enter the cash amount
  • Click Finalize Payment — the remaining amount is automatically recorded as credit.

Draft & Quotation

  • Stock is NOT deducted for Drafts/Quotations.
  • To convert to Final Sale: Go to → Sell → List Drafts/List Quotations → Actions → Edit → Change status to Final Sale.

Suspended Sales

Suspended Sales means a temporary hold on a sale without canceling it.

  • Stock IS deducted for suspended sales.
  • View Suspended Sales → Click the Yellow Button at the top-right corner.

Use Cases

  • Grocery Stores: Customer forgets wallet but will return shortly.
  • Restaurants: Orders can be suspended for dine-in customers.
  • Hotels: Guests can add items to their room bill.

Payment Methods

  • Cash Payment: Customer pays the exact invoice amount.
  • Card Payment: Customer pays entire invoice by card.
  • Multiple Pay: Used when paying with multiple methods.

Rounding Mechanism

  • Go to → Settings → Business Settings → Sales → Amount Rounding Method
  • Round to nearest whole number, or to nearest decimal multiple of 0.05.