Payments and payment types — Paloma365 Classic (Windows POS)

This article is about Paloma365 Classic, the Windows POS application. It covers the payment window: taking cash and giving change, paying by card or from a client's deposit, splitting a bill between payment types, and changing the payment type of a closed receipt.

Overview

The "ОПЛАТА" (Payment) window opens when you close an order. The header reads "Выберите вид оплаты и введите сумму от клиента" (choose a payment type and enter the amount received). On the left — a numeric keypad and banknote buttons ("+500", "+1000", …); on the right — the "К оплате:" (amount due) and "Сдача:" (change) fields and the type buttons: "Наличными" (cash), "Картой" (card), "В долг" (credit), "Депозитом" (deposit), "Смешанная оплата" (mixed), plus the "Другие виды..." (other types) list.

Payment types and their workplace assignment are configured by the administrator in the dashboard; the POS receives them during sync.

How to pay an order

1. Press the pay button — the window opens with the amount due filled in.
2. Choose a payment type.
3. Cash — enter the amount received; the POS calculates the change.
4. Card — the amount is filled in automatically, change is 0, the keypad is disabled (for a card prepayment the keypad stays active so the prepayment amount can be entered). For bank terminal processing see Card terminals and acquiring.
5. Press "Оплата" (Pay). An amount below the total triggers "Сумма от клиента меньше итоговой суммы".

"В долг" (credit) is active only when a credit payment type is configured in the dashboard and a real client is attached to the order — the default client cannot buy on credit.

"Предоплата" (Prepayment) takes part of the amount in advance; the next payment shows a "Предоплата: …" line and a reduced amount due. A prepayment itself is not fiscalized — the fiscal receipt is produced when the order is finally paid.

Deposit: the "Депозитом" button works only when the deposit system is enabled and a real client is attached; the "Сдача:" label changes to "На депозите" and the integer part of the client's deposit balance is filled in. Possible messages: "Клиент не участвует в депозитной системе...", "У клиента нет денег на депозите", "Отсутсвует интернет соединение...". Normally the balance is fetched from the cloud, so deposit payment needs internet; with the offline-deposit mode enabled for the outlet the balance is read from the local POS database and works without a connection. Deposit is not available for prepayments — only for the final payment of an order.

Smart POS Terminal and Senim: when the Smart POS Terminal ("Использовать Smart POS Terminal") or Senim ("Использовать Senim") integration is enabled in the POS settings, they appear as extra entries in the "Другие виды..." list. Selecting one disables the keypad and banknote buttons and fills the amount automatically, like a card payment.

TUVIS / SmartPlaza loyalty: with the TUVIS or SmartPlaza loyalty system connected, the POS contacts it first and only then opens the payment window. On a connection failure it asks "Ошибка инициализации окна оплаты TUVIS... Продолжить продажу без TUVIS?" (same wording with SMARTPLAZA) — continue the sale without loyalty or cancel; cancelling restores the order. Loyalty is not applied to prepayments.

Mixed payment

Available when paying (not for prepayments) if split payments are allowed for the outlet. The buttons are replaced by a table of types with "К оплате:" and "Осталось:" (remaining) lines. Select a row and enter its amount — the POS never lets the split exceed the total; the deposit row shows the client's balance in brackets. When "Осталось" is 0, press "Оплата". A single filled row is processed as a normal payment; "Назад" (Back) exits mixed mode.

Mixed payment restrictions

• With the UzKassa, EKassa or QPos online fiscal registers, or with the Satty lottery enabled, mixed payment is unavailable altogether.
• With fiscalization active, the mixed-payment table keeps only cash, card and deposit (credit is not available in mixed mode); with payment type rules enabled, types marked "Фискальный" on this workplace are added.
• A mixed receipt can be fiscalized by the WebKassa, KaspiPos, Trinity, UKassa, ReKassa, GREEnKassa, NurKassa, NewCas and EPosKassa online registers.
• Rows tied to bank terminals (Kaspi, Halyk, Forte, Alatau, Freedom, Alsep) are processed through their terminals one by one; a failure at any step aborts the payment.
• The iKKM register with the "Внешний банковский модуль" (external bank module) setting enabled rejects mixed payment: "iKKM: Нельзя оплатить счет смешанным типом оплаты с активированным банковским модулем".

Payment window settings

POS settings that affect the payment window:

• "Значения номинала купюр" — the amounts behind the banknote buttons ("+500", "+1000", …); editable to match your currency.
• "Тип оплаты по умолчанию" — the type pre-selected when the window opens: cash, card, credit or the other-types list; for the latter, "Тип оплаты по умолчанию для дополнительных видов" picks the default entry of "Другие виды...".
• "Разрешить предоплату больше чем сумма чека" — allows a prepayment above the order total.
• "Использовать правила типов оплат" — enables per-workplace payment type rules (next section).

Payment type rules

Payment type rules are configured by the administrator in the dashboard and enabled on the POS with "Использовать правила типов оплат". A rule links a payment type to a specific workplace and defines:

• Visibility — whether the type is shown in this workplace's payment window. Types not linked to the workplace (or hidden by a rule) disappear from the "Другие виды..." list, and the cash/card buttons become inactive. If cash is hidden, the POS defaults to card (and then to the other-types list).
• The "Фискальный" (fiscal) flag — whether payments of this type are fiscalized; the flag is set per workplace.
• Cash register / bank account binding — where the money taken with this type is recorded; this drives cash reports and register balances.

This explains two frequent situations:

• "The cash button disappeared" — payment type rules are enabled and the type is not linked to this workplace or is hidden by a rule; check the binding in the dashboard.
• "The receipt is fiscal on one register but not on another" — the "Фискальный" flag is set separately for each workplace.

Changing the payment type of a closed receipt

Cash screen → "Дополнительные функции" → "Изменить вид оплаты". Requires the return permission (a password may be requested), an open shift and an internet connection. If the POS has unsynchronized data, it first warns "Внимание! Будет проведена синхронизация данных" and runs a sync; declining cancels the operation.

The "Смена типа оплаты" window shows the receipt, the current and the new type, and warns: "Будет сделан ВОЗВРАТ и новая продажа с выбранным видом оплаты" — a return plus a new sale is exactly what happens. Press "Принять".

If the original receipt was paid through a bank terminal (Kaspi, Halyk, Forte, Alatau, Freedom, Alsep), the POS first attempts the refund through the terminal; if it does not respond, it asks "Провести возврат средств без использования терминала KASPI?" (with your terminal's name) — continue without the terminal refund or cancel.

Not available for receipts paid with mixed payment, already fully returned, with a negative total, or not closed in the current shift on this outlet. Other errors show "Изменение типа оплаты невозможно..." with a reason, e.g. "Ошибка выполнения запроса на изменяемый счет!", "Номер счета не получен!", "Дата создания счета не получена!", "Ошибка запроса получения шапки счета!" — retry, and message us here — a specialist will join if it persists.

Common problems

• "Ошибка вызова окна оплаты" — the payment window did not open; retry. The order itself is untouched.
• "Ошибка оплаты счёта" — the payment did not save: see Sales and orders, the section on an order that will not save.
• "Произошла ошибка отображения номинала..." — this is the banknote-denomination setting of the payment window, not the payment itself; the reason follows on the next line.
• "Вид оплаты не выбран" (payment type not selected) — Pay was pressed with the "Другие виды..." placeholder selected; pick a specific type.
• "Проверьте введенную сумму" — the amount is empty or invalid; re-enter it.
• "Введена слишком большая сумма" — the value is far above the total.
• Credit type warning — "Выбранный по умолчанию вид оплаты В ДОЛГ не настроен в личном кабинете..." means credit is not configured in the dashboard; the POS falls back to cash.
• Employee prompt before payment — in the salon interface an employee picker opens if none is attached to the order; declining shows "Сотрудник не был выбран! Хотите продолжить?".

FAQ

Why is "Депозитом" disabled?

The deposit system is off, or no real client is attached to the order.

Can a prepayment exceed the total?

By default no ("Введенной суммой можно оплатить счет"); the POS setting "Разрешить предоплату больше чем сумма чека" allows it.

A payment type is missing from the list — why?

It was not created in the dashboard or not assigned to this workplace. See also Payment type rules.

The cash (or card) button disappeared — what now?

Most likely "Использовать правила типов оплат" is enabled and this type is not linked to the workplace or hidden by a rule — see Payment type rules.

Does Paloma365 Classic support tips?

No. The Classic POS has no tips feature: there is no tips button in the payment window and tip amounts are not tracked.

Can I change a closed receipt to mixed payment?

No — only one new type can be chosen, and mixed-paid receipts cannot be changed.