Get Paid: Send to the POS or Invoice

A confirmed order is settled in one of two ways:

Card, Swish and cash are always taken in the POS. The invoice route in Catering is only for payment by invoice afterwards.

Send to the POS:

1. The order must be Bekräftad (Confirmed), with payment method Betalas i kassan (Paid in the POS) or Faktura i efterhand (Invoice afterwards). Delivery requires a delivery address
2. Click Skicka till kassan (Send to the POS)
3. Choose a Kassa (Register), or Ingen särskild kassa (No particular register). The bill appears in that register's tab bar when opened
4. Confirm

The order becomes a parked bill labelled Catering C-12 (with the order's number), with the lines and prices from the order. Nothing is sent to the kitchen.

In the POS:

1. Open Parkerade notor (Parked bills)
2. Open the catering bill
3. Take payment as usual, with card, Swish, cash or Faktura (Invoice – choose the company in the invoice picker)

The order shows Ligger i kassan som parkerad nota (In the POS as a parked bill) and then Betald i kassan (Paid in the POS) with the receipt number. If the bill is voided in the POS, the order can be sent to the POS again.

Invoice directly from the order:

1. The order must be Bekräftad (Confirmed), have payment method Faktura i efterhand (Invoice afterwards) and a selected company (an invoice customer). An order already in the POS is paid there
2. Click Fakturera (Invoice)
3. Check the company, amount due and due date. The due date follows the company's payment terms
4. Click Fakturera (Invoice)

An invoice base is created without a bill and without the POS. If your invoice connection to Fortnox or Hogia is switched on, the invoice is sent there automatically. Otherwise the base is under Försäljning → Fakturering (Sales → Invoicing). The order shows the invoice number, due date and whether the invoice has been sent to your accounting system.

An invoiced order can't be edited. Invoiced sales are not part of the Z report. Read more about bases and follow-up in Invoicing – How It Works in Vendion.

Credit an invoiced catering order: If an invoice from Catering needs to be credited, you do it directly from the order. The whole invoice is credited in Fortnox with a credit note against the original invoice.

1. Open the order. Its status must be Fakturerad (Invoiced)
2. Click Kreditera faktura (Credit invoice)
3. Write a reason, for example that the customer cancelled or the amount was wrong
4. Click Kreditera (Credit)

The order gets the status Krediterad (Credited) and shows the credit note's number in Fortnox. Crediting can't be undone. Afterwards you can cancel the order.

The button requires the permission Skicka cateringuppdrag till kassan (Send catering orders to the POS), the same as Fakturera (Invoice). Below the button it says when it can't be used:

Good to know about crediting:

• The whole invoice is credited. Partial credits aren't available. If the customer should pay a different amount: credit, copy the order with Kopiera uppdrag (Copy order), adjust the lines and invoice the copy
• An invoice the customer paid with Faktura (Invoice) in the POS (via Skicka till kassan) is still credited with a return in the POS, not from the order

Mark completed: When the occasion is done, click Markera genomförd (Mark completed). Follow the payment in the POS or in your accounting system.

Cancel:

1. Click Avboka (Cancel)
2. Choose a reason, for example Kunden avbokade (Customer cancelled), or write your own
3. Confirm

If the order is an unpaid bill in the POS, the bill is voided at the same time. A paid bill, or a bill with a card payment in progress, can't be cancelled from here. An invoiced order is credited first (see above) and then cancelled. Cancelling can't be undone.

Reminder: the notification bell shows orders whose date has passed but that were neither sent to the POS nor invoiced. You also find them under Uppdrag → Ej avräknade (Orders → Not settled).