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The Accounts office

What it's for​

Accounts is your back-office view of the money — the bills still owed to you, the credit notes you've issued, a searchable register of every bill, and (in India) your GST compliance. It's mostly a report, with a few actions for collecting or writing off what's outstanding.

note

This is the accounts office — receivables and compliance. It's not a cash drawer or day-close till; taking payment at service happens in the POS and Bills. Access needs the accounts permission (owner, admin, or finance roles).

Where to find it​

Choose Accounts in the sidebar (route /accounts). It has four tabs: Deferred Payments, Credit Notes, Bills Register, and GST Compliance (shown in India only).

WebThe Accounts office: outstanding payments, credit notes, the bills register, and GST.
The Accounts office: outstanding payments, credit notes, the bills register, and GST.

Deferred payments (money still owed)​

This tab lists bills that aren't fully paid, with summary cards Total Outstanding, Bills Pending, and Oldest Pending, and an aging badge on each bill.

Two actions per bill:

  • Collect Remaining — opens Collect Remaining Payment to record the balance now. Choose a Payment Method (Cash, UPI, Card, Wallet), enter the amount (or Full), and confirm — the bill settles.
  • Write Off Balance — for genuinely unrecoverable amounts. This is owner-only and irreversible: you pick a reason (dispute, insolvency, goodwill, billing error…), tick the confirmation, and write it off.

Credit notes​

Manage refunds and adjustments as credit notes, under sub-tabs Settled Bills — Eligible, Pending Approval, and Issued Credit Notes. To raise one, choose Issue New Credit Note, pick a reason (Food Quality, Wrong Order, Overcharged…) and refund method (Cash, Card Reversal, UPI, Store Credit, Adjustment).

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A credit note above your auto-approve limit is held for manager/owner approval before it takes effect — you'll see it under Pending Approval to approve or reject.

Bills register​

A searchable, read-only record of every bill. Set a date range, filter by All Methods or All Statuses, and search by bill or tax-invoice number. The table lists each bill's number, tax invoice, date, table/type, customer, method, total, status, and whether a credit note was issued — with the period's bill count and total.

GST compliance (India)​

For Indian restaurants, this tab pulls your GST returns together — an Overview (Taxable Value, CGST/SGST collected, Total Tax Liability) and GSTR-1 / GSTR-3B summaries with due-date indicators, ready to file.

Worked example​

Chase an unpaid bill. On Deferred Payments, find the oldest pending bill, choose Collect Remaining, take the balance in Cash, and confirm — Total Outstanding drops. If a small amount is truly unrecoverable, the owner can Write Off Balance with a reason.

Tips & things to watch​

  • ✅ Work the Deferred Payments tab regularly — it's your list of money still to collect.
  • ✅ Use the Bills Register with a date range for a clean record of a day, week, or month.
  • ⚠️ Write-off is permanent and owner-only — use it only for genuinely unrecoverable balances.
  • ⚠️ This isn't a cash-drawer/day-close tool — it's receivables and compliance.