POS Checkout and Payments

Process payments at the counter with cash, card, or mixed payment methods.

POS Checkout and Payments

  • Process customer payments using cash, card, or a combination of both
  • Apply discounts and handle change calculations automatically
  • Complete orders quickly with a streamlined checkout flow

Understanding the Checkout Process

The POS checkout panel is designed to get customers out the door fast. Once you've added items to the cart, you'll move to the payment step where you can accept cash, card, or split payments between multiple methods. Tax is calculated automatically based on your bakery's settings, and the system tracks which staff member processed each sale.

Processing a Payment

Step 1: Review Your Cart

Before moving to payment, check the cart panel on the left side of your screen. You'll see:

  • Each item with its quantity and individual price
  • A running total at the bottom
  • Options to adjust quantities or remove items if needed
POS cart panel showing order items, quantities, prices, and total

Make any final adjustments to quantities or items before proceeding to payment.

Step 2: Apply Discounts (Optional)

If the customer qualifies for a discount, you can apply it before payment:

  1. Look for the Discount field in the cart panel
  2. Choose whether to apply a percentage discount (e.g., 10%) or a fixed amount (e.g., $2.00)
  3. Enter the discount value
  4. The total will update automatically
Tip: Common discounts include loyalty rewards, staff discounts, or bulk purchase deals. Keep a record of why the discount was applied for your records.

Step 3: Select a Payment Method

Click the Payment button or tab to open the payment panel.

POS payment panel with cash, card, and split payment options

You'll see three payment options:

  • Cash: Enter the amount the customer gives you, and the system calculates change automatically
  • Card: Process credit or debit card payments directly through your payment processor
  • Split Payment: Accept part cash and part card if the customer wants to pay with both methods

Step 4: Process Cash Payment

  1. Select Cash as the payment method
  2. Enter the amount the customer is paying in the Amount Tendered field
  3. The system automatically calculates change due
  4. Review the change amount and hand it to the customer
  5. Click Complete Payment to finish the transaction

Step 5: Process Card Payment

  1. Select Card as the payment method
  2. Have the customer insert, tap, or swipe their card on your card reader
  3. Wait for the payment processor to approve the transaction
  4. Once approved, the order is complete
Warning: Always ensure your card reader is secure and properly connected before processing payments. Never ask customers to enter their PIN or full card details manually.

Step 6: Handle Split Payments

  1. Select Split Payment
  2. Enter the amount to be paid by cash
  3. The remaining balance will automatically be charged to the customer's card
  4. Process the card payment as described above
  5. Give the customer their change from the cash portion

After Payment

Once payment is processed, BakeOnyx automatically:

  • Creates the order record
  • Records which staff member processed the sale (createdByUserId)
  • Applies tax based on your bakery's settings
  • Generates a receipt (if your setup includes a printer)
Note: Keep receipts organized for your records. They help with reconciliation at the end of the day and provide proof of transactions if customers have questions.

Next Steps

The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.

Frequently Asked Questions

How does BakeOnyx handle different payment methods at checkout?

BakeOnyx's POS system supports multiple payment methods for customer convenience. You can process payments using cash, credit/debit cards directly through integrated processors, or utilize split payments to accept a combination of cash and card for a single transaction. The system automatically calculates change for cash payments and confirms card approvals.

Can I apply discounts to orders before completing a sale with BakeOnyx?

Yes, BakeOnyx allows you to easily apply discounts before finalizing a sale. Within the cart panel, you can select a discount field to apply either a percentage off or a fixed dollar amount. The total will update instantly, ensuring accurate pricing for customers and simplifying promotional offers.

How does the POS system manage change for cash transactions?

When processing a cash payment in BakeOnyx's POS system, you simply enter the amount the customer tenders. The system automatically calculates the exact change due based on the order total and the amount received. This feature minimizes errors and speeds up the process of returning change to customers.

What information is visible in the cart panel before payment?

Before proceeding to payment, the cart panel in BakeOnyx displays a clear summary of the order. You can see each item added, its quantity, and individual price. A running total is shown at the bottom, and you have the option to adjust quantities or remove items as needed to ensure accuracy.

Is it possible to split a payment between cash and card using BakeOnyx?

Absolutely. BakeOnyx's POS system features a 'Split Payment' option, allowing customers to pay with both cash and card for a single order. You can specify the cash amount tendered, and the remaining balance will be automatically processed via card, offering flexibility for your customers.

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