POS Payment Reference

Card slips, transfer numbers and vouchers need to be traceable to the sale they settled. This module adds an optional Payment Reference field to the POS payment screen and stores it on the payment. It is enabled from the POS settings by the manager, used by cashiers at payment time, and reviewed by accountants on the POS order. It plugs into Point of Sale settings, payments and orders.

1. 1

   Enable the feature

   Open the Point of Sale settings and turn on Allow Payment Reference from POS Payment Screen. The setting is stored per POS configuration.

   • Setting: Allow Payment Reference
   • Stored per POS configuration
2. 2

   Load into the session

   The session loads the payment reference field and the setting value so the payment screen knows whether to show the input.

   • Payment model fields are extended
   • Setting drives the display
3. 3

   Enter the reference at payment

   On the payment screen the cashier types a reference on the payment line, such as a card slip or transfer number.

   • Free text reference
   • Optional for the cashier
4. 4

   Stored on the payment

   When the order is validated, the reference is saved in the Payment Reference field of the POS payment record.

   • Field: user_payment_reference
   • Saved with the payment
5. 5

   Review on the order

   Open the POS order form; the payments list now shows the Payment Reference so accountants can reconcile card or transfer slips.

   • Visible in the order payments
   • Useful for reconciliation

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