Cheque Payments

Accept cheques as a payment method at the register, and track each one until it clears or bounces. This feature is optional and off by default.

INFO

Your admin must turn on cheque payments before this appears at checkout.

Turning Cheque Payments On or Off

1. Go to Settings and select Cheque Payments.
2. Toggle it on or off.
3. When off, Cheque disappears from the payment options at checkout and the Cheques page is hidden from the sidebar. Existing cheque records are kept.

For Cashiers

Taking a Cheque Payment

1. Add items to the cart and tap Charge.
2. Choose Cheque as the payment method (you can combine it with cash, card, or store credit using split payment).
3. Enter the amount for this sale.
4. Enter the cheque number, the bank name, and the cheque date (all required).
5. Optionally enter a remark, for example the customer's contact number or national ID.
6. Tap Confirm Payment.

Post-dated cheques

Cheques dated with a future date will automatically be flagged as 'Post-dated'.
This is just a reminder; the sale will still complete normally.

INFO

Cheque payments do not support change or overpayments. If a customer wishes to overpay, please use an alternative payment method.

On the Receipt

The cheque number prints next to the Cheque line so both you and the customer have a record of which cheque was used:

Cheque (004512)     $150.00

For Managers and Admins

Tracking Cheques

Navigate to Cheques in the sidebar (only visible when cheque payments are enabled):

• Filter by status: Pending, Deposited, Realized, Bounced, Cancelled, or All. Pending cheques are shown by default.
• Search by cheque number, customer name, or sale number.
• Filter by a date range. The page loads the last 30 days by default.
• Tap on Post-dated to show only cheques with a future cheque date. Tap it again to clear the filter.
• Open a cheque's row actions and select View Details to see its bank, cheque date, remark, bounce reason (if any), and who last changed its status.

Marking a Cheque as Deposited

This step is optional. Use it if you want to record that a cheque has been handed to the bank and is awaiting clearance:

1. Find the cheque on the Cheques page.
2. Open the row actions and select Mark Deposited.
3. Confirm.

You can also skip straight to Realized if you prefer not to track the deposit step separately.

Marking a Cheque as Realized

Once the bank confirms the cheque has cleared:

1. Find the cheque on the Cheques page.
2. Open the row actions and select Mark Realized.
3. Confirm.

Marking a Cheque as Bounced

If the bank returns the cheque unpaid:

1. Find the cheque on the Cheques page.
2. Open the row actions and select Mark Bounced.
3. Enter a reason (required, for example "Insufficient funds").
4. Confirm.

Corrections and re-deposits

The Pending, Deposited, Realized, and Bounced statuses can all transition between one another.

This allows a cheque to go straight from Pending to Realized, follow the standard Pending → Deposited → Realized path, or handle corrections (such as a Bounced cheque being re-deposited and later marked Realized).

All of these transitions are permitted unless the cheque is Cancelled (e.g., the sale is voided).

Editing a Remark

Open the row actions and select Edit Remark to add or update a note on any cheque that has not been cancelled.

Voiding a Sale With a Cheque

• If every cheque on the sale is still Pending, voiding the sale cancels those cheques automatically.
• If any cheque on the sale has already been marked Deposited, Realized, or Bounced, the void is blocked. You cannot void a sale once its cheque has moved past Pending, since that money has already started moving.

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FAQ

Q: Can a cheque payment be combined with other payment methods?

A: Yes. A cheque can be one payment method in a split payment alongside cash, card, or store credit.

Q: Is there a required format for the cheque number?

A: No. Enter it exactly as printed on the cheque.

Q: What happens to offline sales that include a cheque payment?

A: Cheque payments work offline the same way cash and card do. The sale stored on the device and syncs automatically when the internet connection returns, creating the cheque record at that point.

Q: Can a Cashier mark a cheque as deposited, realized, or bounced?

A: No. Only Managers and Admins can change a cheque's status or edit its remark.

Q: Why can't I void a sale with a cleared or bounced cheque?

A: Once a cheque has been deposited, cleared, or bounced, the money linked to that sale has already started moving through the bank, so the original transaction record needs to stay intact for your accounts. If you need to reverse the items or refund the customer, process a return instead. A return lets you restock the items and issue a refund without deleting the history of the original sale.

Q: What is the difference between Cancelled and Bounced?

A: Bounced means the bank rejected the cheque, and you can still correct it later if needed. Cancelled means the sale itself was voided, so the cheque was never real money and cannot be changed further.

Q: Does a bounced cheque automatically refund the customer or adjust stock?

A: No. Marking a cheque as bounced only updates its status for your own tracking. Handle any refund, replacement payment, or stock adjustment separately, the same way you would for any bad payment or a sale.

Q: Can I still edit the remark on a bounced cheque?

A: Yes. The remark can be edited on a Pending, Deposited, Realized, or Bounced cheque. Only a Cancelled cheque is read-only.