Steps

  1. Open the bill in Open tabs and inspect its balance and sent items before choosing an action. The available controls depend on tab state and your permissions.

  2. For deferred settlement, choose Charge to account, select an active City ledger account, review its current balance and credit limit, and enter Reference and the required Manager note.

  3. Choose Confirm account charge, then check the resulting balance and status. This records an account receivable, not a cash collection.

  4. For a discount, choose Apply discount, enter its amount and reason, complete manager Sales PIN approval, and check the changed balance. A locally queued discount must still synchronise.

  5. For an eligible item or whole tab, choose Void or Void tab, enter Manager reason, and select Confirm item void or Confirm bill void, as appropriate. Review the refreshed order and any refund follow-up before closing the record.