Collective Settlement - Combine Several Orders in One Invoice

In enforePOS, it is possible to combine several orders in one collective invoice, e.g. if an employer invites his staff members who sit at several tables. If several waiters take the orders of a large group that are to be settled in one invoice, the invoice can be combined later. 
To sum up, you have the following options with the collective settlement function:

• You can combine orders from several tables and pay them in one go
• You can pay orders taken by several waiters from a large group at once
• You can settle individual items from different orders in one invoice
• You can combine and settle several open invoices of a customer

There are 2 ways to call up the collective settlement function:

• Tap on in the quick menu of the cash register or
• Open the Settlements overview in the Active Orders view and tap on.

Start Collective Settlement from the Cash Register

1. To show the quick menu in the cash register, swipe to the left on in the upper right corner.
2. To create collective settlement orders, tap on . ⮕ The Collective Settlement window opens.
   
   In the Collective Settlement window, the active order is marked in the left column and is displayed as part of the collective settlement in the right column.
3. In the left column, select other active orders that you want to add to the collective settlement. You can then perform the following actions in the following view:
   
   1 - All the orders you have marked in the left column can be viewed in the right column of the collective settlement.
   2 - If you tap on [+ Customer], you can select a customer from your database or add a new customer. 
   3 - If you just want to save the collective settlement for now and collect it later, tap on .

   If you have included complete orders in a collective settlement, you can no longer change these orders. So it is not possible to add more sales items to the orders or to remove sales items. However, you can remove an entire order from the collective settlement.

   4 - Tap on [Pay] to open the payment dialog.
   5 - Tap on [Remove All] if you want to remove all jobs on the right column.
   6 - Tap on if you want to scan a loyalty card or voucher to be applied to the settlement. 
   7 - If you want to apply a promotion such as a discount to the split settlement, tap on .
   8 - Tap on [Print] if you want to create a proforma receipt. 
   9 - Tap on [All] or [Others] to add other staff members' orders to the collective settlement.

Add Orders to a Collective Settlement

If a collective settlement is not yet paid, you can add more orders to the open collective settlement at any time. To do this, follow these steps:

1. Tap in the cash register on . 
   ⮕ The Active Orders window opens.
2. Tap on [Settlements] in the Active Orders view.
3. To view the open collective settlements, open the Collective settlements tab.
   ⮕ The open collective settlements are displayed.
4. Tap on the collective settlement you want to edit. ⮕ The Collective Settlement window opens. 
5. In the left column, select the active order you want to add to the collective settlement. ⮕ The order is added to the collective settlement. The amount is updated.

Remove Orders from a Collective Settlement

If a collective settlement has not yet been paid, you can remove an order from an open collective settlement at any time.

1. Call up the collective settlement via Active Orders > Settlements > Collective Settlements.
2. To remove an order from the collective settlement, you have two options:
   
   • Deactivate the order in the left column by tapping on the order or 
   • Swipe to the left on the order in the right column and tap . 
   ⮕ The order is removed from the collective settlement. The amount is updated.

Transferring individual items from an order to a collective invoice

It may happen that you want to transfer only a part of an active order to a collective settlement, because the rest of the order is to be paid by another guest. In this case you can split the order in the Collective Settlement window: 

1. Call up the collective settlement via Active Orders > Settlements > Collective Settlements.
2. To transfer individual items from an order into the collective settlement, swipe to the left on the order in the left column and tap on . ⮕ The Take over part of the Order window opens. All line items of the order are in the left column.
3. To transfer individual items to the collective statement, tap on the desired item. ⮕ The item is moved to the right column and is now part of a split settlement.
4. Swipe left and tap on  to remove a selected item from the split settlement again.
5. To save the modified split settlement of the order, tap on [Confirm]. ⮕ The Collective Settlement window opens. The right column shows that a split settlement from the split order has been transferred to the collective settlement. 
6. Tap on [Pay] to settle the collective settlement. ⮕ You can call up the items that are not part of the collective settlement under Active Orders > Settlements > Split Settlements.
   

Print Out the Proforma Receipt

If a guest wants to know the current amount of their collective settlement, you can print a proforma receipt:

1. Create a collective settlement as described above in this How-To.
2. Tap on [Print]. ⮕ The proforma receipt is printed out.

Learn more...

• Overview - Checkout and Accounting
• Split Settlement - Check Out Separately
• Split Invoice and Check Out in Partial Amounts