> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Taking Payments, Splits, and Tips

> Collect payment against an order, add a tip, split the bill between multiple methods or guests, and handle due or partial payments — all from the web POS or the order detail page.

When an order is ready to be settled, you open the **Add Payment** (or **Collect Payment**) dialog from the POS screen or from the order detail page. From there you can choose the payment method, add a tip, split the bill, and confirm — all in one flow.

<Note>
  You need the **Show Payments** permission to open the payment dialog and see recorded payments, and the **Process Payment** permission (which overlaps with **Create Order**) to actually save a payment. Ask your manager if the option is missing.
</Note>

***

## Collecting a single payment

<Steps>
  <Step title="Open the payment dialog">
    On the POS screen, click **Collect Payment** in the order panel. From the orders list, open the order detail page and click **Add Payment** in the payments section.
  </Step>

  <Step title="Choose a payment method">
    Select from the methods your branch has configured — for example: **Cash**, **Card**, **Online / UPI**, **Bank Transfer**, or **Due** (to mark the balance as a credit). The list reflects whatever your admin has enabled under [Configuring Payment Methods and Gateways](/payments/payment-methods-and-gateways).
  </Step>

  <Step title="Enter the amount">
    The dialog pre-fills the full balance due. You can type a different amount, or use the quick-amount buttons to pick a common denomination. If you enter more than the balance, the **Return / Change** figure updates live so you can hand back the right cash amount.
  </Step>

  <Step title="Confirm and save">
    Click **Confirm** (or **Save**). The payment is recorded instantly. If the payment covers the full balance, the order status advances automatically — typically to **Paid** or **Served** depending on your order type.
  </Step>
</Steps>

***

## Adding a tip

Before confirming, you can add a tip inside the same dialog.

<Steps>
  <Step title="Choose the tip mode">
    Select **Percentage** to calculate a tip as a share of the order total, or **Fixed Amount** to type a specific value.
  </Step>

  <Step title="Use a predefined option or enter manually">
    If your admin has set up predefined tip options (e.g. 5 %, 10 %, 15 %, or fixed amounts), they appear as quick-select buttons. Tap one to apply it, or type your own amount in the field.
  </Step>

  <Step title="Confirm">
    The tip is added to the payment total. It shows on the receipt and in the payment record.
  </Step>
</Steps>

<Tip>
  Predefined tip options and the tip feature itself are configured under **Settings → Waiter App Settings**. If you don't see the tip section at all, it may not be enabled for your branch.
</Tip>

***

## Splitting the bill

You can split a bill equally, by custom amounts, or by specific items.

<Tabs>
  <Tab title="Split by amount">
    <Steps>
      <Step title="Open the payment dialog and choose Split">
        In the payment dialog, look for the **Split** option and select **By Amount**.
      </Step>

      <Step title="Set the number of splits or enter amounts">
        Enter how many ways to split, and the dialog divides the balance evenly. You can then adjust each individual amount manually — the dialog tracks what remains to be collected.
      </Step>

      <Step title="Process each part in turn">
        Choose a payment method for the first amount and confirm it. Repeat for each remaining portion until the full balance is covered.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Split by items">
    <Steps>
      <Step title="Open the payment dialog and choose Split by Items">
        In the payment dialog, select **By Items** as the split type.
      </Step>

      <Step title="Assign items to each split">
        The dialog lists the items in the order. Tick which items belong to the first payment, then confirm that portion. Items are removed from the remaining pool.
      </Step>

      <Step title="Continue until all items are covered">
        Repeat for each guest or payment group. Once all items have been assigned and paid, the order is marked fully settled.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Note>
  Each portion of a split can use a different payment method. For example, one guest can pay by card while another pays cash.
</Note>

***

## Due payments and partial payments

Selecting **Due** as the payment method records the balance as owed rather than collected — useful for accounts or tabs you'll settle later.

You can also pay only part of the total at any time by typing a lower amount. The order stays open with the remaining balance showing in the payment section. You can come back and add another payment later to cover the rest.

When the last outstanding amount is collected, the order automatically transitions to the paid/settled status.

<Warning>
  Orders with an open due balance appear in your [Payment Records and Due Payments](/payments/payment-records) report. Review this regularly to avoid uncollected balances going unnoticed.
</Warning>

***

## Order status after payment

| Payment state                 | What happens                                                                |
| ----------------------------- | --------------------------------------------------------------------------- |
| Fully paid (cash, card, etc.) | Order moves to **Paid** (or **Served**/**Delivered** for dine-in/delivery). |
| Partial payment recorded      | Order remains open; balance due is shown in the payment section.            |
| Paid via Due method           | Order may remain active with a due balance flagged.                         |

***

## Permissions reference

| What you need to do                                | Permission required          |
| -------------------------------------------------- | ---------------------------- |
| Open the payment dialog and view existing payments | Show Payments                |
| Record or save a payment                           | Show Payments + Create Order |

***

## Related

* [Payment Records and Due Payments](/payments/payment-records)
* [Configuring Payment Methods and Gateways](/payments/payment-methods-and-gateways)
* [Voiding Items and Processing Refunds](/pos/voids-and-refunds)
* [Creating Orders on the POS](/pos/creating-orders)
* [Finding Orders and Managing Order Detail](/pos/order-list-and-detail)