PlanIt EPOS · Payments & Deposits

Choose how the customer is paying (Cash, Card, Bank Transfer, Finance, Deposit Paid)

What does this do?

Tap the method the customer is paying by before PAY NOW. It is recorded on the receipt, feeds the Z report and lets Reports split takings by method.

How to use it

  1. On Sale / Till, under Payment method, tap Cash, Card, Bank Transfer, Finance or Deposit Paid.
  2. Check Amount paid. It fills with the full amount; type a smaller figure for a part payment and Balance due shows what is left.
  3. Press PAY NOW and choose Paid in full (or Deposit taken if money is still owing).
  4. The method prints on the receipt, shows in the Method column in History and in the Payment method split in Reports.
  5. Picked the wrong one? Open the sale in History and use Change payment method.
Open PlanIt EPOS Still stuck? Email support

Related guides

Take a deposit or part payment

Take part of the money now, set when the rest is due, and the till tracks the balance until it is paid.

Payments & Deposits

Change the payment method on a sale

Pressed Cash when it was Card? Change the recorded method on the sale. The sale itself is untouched and today's Z report updates to match.

Payments & Deposits

Cash up at the end of the day

Cash Up tracks the drawer from the morning float to the evening count. It knows every cash payment and cash refund the till took, plus any cash you put in or took out, and tells you what should be in the drawer so the variance is obvious.

Reports & Cash Up

See your sales and profit

Reports shows sales, cost and profit for any period, broken down by product, supplier, category, operative, payment method and customer type, with a list of ready-made tables you can print or export. It is for the owner: only a Super Admin can open it.

Reports & Cash Up

Make a sale

Build a basket from your catalogue, add the customer if it is a fitted job, choose how they are paying and press PAY NOW. The receipt is saved to History and the basket clears for the next customer.

Making a Sale

Online card payments (Stripe) and bank transfer details

The Customer payments panel is where customers are told how to pay you. Bank transfer details print on quotes, invoices and statements today; the one-click Stripe connection for card payments is not switched on in the till yet, so the Connect Stripe button is greyed out.

Payments & Deposits
Questions this guide answers
  • How do I record a card payment?
  • What does Deposit Paid mean as a payment method?
  • Can I take a part payment on the till?
  • Where is the payment method shown afterwards?

Last updated 2026-09-03 · Direct link for this feature