PlanIt EPOS · Payments & Deposits

Take the balance on a sale with money owing

What does this do?

When the customer pays the rest, record it against the original receipt so the balance clears and the takings land on today's till.

How to use it

  1. Press ☰, choose Customer Orders and scroll to Outstanding balances (receipts with money still owing).
  2. Find the receipt and press Record payment.
  3. Type the Amount and pick the Method (Cash, Card, Bank Transfer or Finance), then press Record payment.
  4. Paying it all off in one go? Mark paid on the row does the same for the full balance.
  5. You can also open the sale in History and press Record payment there.
  6. For a sale that was put on account, record the payment through Accounts with + Record account payment instead, as one payment can cover several sales.
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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

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid

Find an old receipt, quote or invoice

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

Receipts, Refunds & History

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History
Questions this guide answers
  • How do I take the rest of the money on a deposit sale?
  • Where are sales with a balance outstanding?
  • How do I mark a sale as paid?

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