6.9. Closing an Order Without Payment

You collect payment for some orders later. For example, regular customers may pay in one go at the end of the month. You close these orders with the Ödeme yok (no payment) option. The amount is written to the customer's current account (cari hesap) as debt. You then collect it later from the customer screen.

To know who owes the money, attach a customer to the order before you close it.

Attaching a customer to an order

1. Press Müşteri (customer) in the middle of the order screen.
2. Type the customer's first name, last name, code or phone number in the search field and press Ara (search).
3. In the results, press Seç (select) on the right customer's row.

Once the customer is attached, their name appears on the order card. You can also pick a customer from the İndirim tanımlı müşteriler (customers with a discount) list at the top of the dialog and attach them with Kaydet (save). If the customer has a discount defined, it is applied to the order automatically. A discount you give on the order is applied together with the customer discount. Giving discounts is covered in 6.5. Order Actions.

Creating a new customer from the order

If the customer is not registered yet, you can add them without leaving the order.

1. In the Müşteri dialog, press + Müşteri. The Yeni müşteri (new customer) panel opens.
2. Type the number in the "Telefon numarası yazın." (enter phone number) field and press Ekle (add). Ritapos tells customers apart by phone number, so two people with the same name do not get mixed up.
3. Fill in İsim (first name) in the form. It is the only required field. You can also fill in Soyisim (last name), Cinsiyet (gender), E-posta, Adresler (addresses), Fatura detayları (invoice details), İndirim % (discount) and Not (note).
4. Press Kaydet. The customer is attached to the order.

A customer you have just added shows a Yeni müşteri badge on the order card. The Bakiye (balance) field in the form is not debt. It shows the amount the customer has loaded into their wallet in advance. See "Current account and wallet balance" below. The other form fields are covered in 9.1. Adding a Customer.

Closing the order with "Ödeme yok"

1. In the payment list on the left of the order screen, select Ödeme yok.
2. Press the <amount> Kapat (close) button at the bottom.
3. An Uyarı (warning) dialog asks "Sipariş ödeme yok şeklinde kapatılacak. Devam etmek istediğinize emin misiniz?" (the order will be closed without payment, do you want to continue?). This prevents closing the order by mistake. If you are sure, press Evet (yes).

The İşletme yöneticisi (business manager) and İşletme yetkilisi (business authority) roles always see the Ödeme yok option. Whether employees see it depends on the business settings.

Attach a customer to any order you close without payment. If the order has no customer, its amount is not written to any current account and you cannot collect it from the customer screen.

Orders with a split payment and orders with an Ödeme yok (no payment) line also appear as debt on the customer screen. Split payments are covered in 6.6. Taking a Split Payment.

How Ödeme yok orders appear in reports

On the day it is closed, the order counts in gross revenue. It does not count in net revenue: its share of that day's net revenue is 0. The amount appears in that day's unpaid orders total.

When the money is collected, it enters net revenue on the collection day. The closing day's revenue does not change. See "Collecting later" below.

Current account and debt tracking

Every unpaid order with a customer is written to that customer's current account. Debt is calculated as the order total minus payments taken on that order and any later collections. What remains is the debt.

1. Open Müşteriler > Müşteriler (customers) from the menu. The Alacak (receivable) column shows each customer's open debt.
2. Press the Alacak link on the customer's row. The customer detail screen opens. The last item in the row's ⋮ menu is Sil (delete), which deletes the customer. Take care not to press it by mistake.

On the customer detail screen you see:

• The card at the top left shows the date the customer was added, their order count, discount, wallet balance (Bakiye) and phone. Use Düzenle (edit) to change the customer's details.
• The Cari hesap (current account) card shows the number of orders with debt (Siparişler) and the total debt (Kalan, remaining).
• The table "Müşterinin ödemesiz ve kısmi ödemeli siparişleri" (the customer's unpaid and partly paid orders) lists each order with debt.
• The Siparişler (orders), Ürünler (products), Cüzdan (wallet) and Harcama grafiği (spending chart) tabs show the customer's history.

In the customer list, the İşlemler (actions) column of each row has a Siparişler (orders) menu. Choose Ödemesiz ve kısmi ödemeli siparişler (unpaid and partly paid orders) there to list the customer's orders with debt. The same menu also has Tamamlanan siparişler (completed orders) and Bekleyen siparişler (pending orders) (9.2. Customer List).

Current account and wallet balance

The customer screen shows two different amounts. Do not mix them up:

• Kalan (on the Cari hesap card): what the customer owes you.
• Bakiye (balance): the amount in the customer's wallet. It is money the customer loaded in advance and can spend. It is not debt. Its movements are in the Müşteri cüzdan hareketleri (customer wallet movements) table on the Cüzdan tab. The table shows each movement's date, direction, type, amount, payment method, resulting balance, order number, note and the user who made it.

When a customer has a wallet balance, Cüzdan also appears among the payment methods during collection.

Collecting later

Collect the debt with the Ödeme Al (take payment) form on the customer detail screen.

1. Enter the amount received in Tutar (amount). To collect the full debt, press the Kalan borcu al (take remaining debt) link. The amount field fills with the remaining debt.
2. Check Siparişleri raporlara dahil et (include orders in reports). It is on by default. When it is on, the collection enters the net revenue of the day you collect it. When it is off, the collection clears the debt but never enters revenue.
3. Check Artan tutarla kısmi ödeme yap (make a partial payment with the remaining amount). It is also on by default. Its effect is explained below.
4. Choose the payment method. If you choose Cüzdan, you cannot enter more than the customer's wallet balance.
5. Press Kaydet. Before saving, a confirmation text shows which orders the amount will be applied to. Check it and confirm.

How the amount is applied to orders

The amount is applied starting from the oldest order. The Artan tutarla kısmi ödeme yap option decides the result:

• On: If you collect less than the debt, older orders are fully closed and the next order gets a partial payment. If you collect more than the debt, all debt is closed and the difference is added to the customer's wallet balance.
• Off: Only orders that can be paid in full are closed. No partial payment is written. The remaining amount goes to the wallet as an advance. If the amount is less than the oldest debt, all of it goes to the wallet.

Cash collections go to your cash register; collections with other methods go to your bank balance. With Siparişleri raporlara dahil et on, an excess amount added to the wallet also raises the cash or bank balance right away. It is reflected in revenue when it is spent from the wallet.

The collection is written to the report of the day you collect it. The revenue of the day the order was closed does not change. Only the İşletme yöneticisi and İşletme yetkilisi roles can reverse a collection entered by mistake.

Do not change the payment type of a closed order to collect a debt. Do not reopen the order and close it with another payment type either. These methods do not create a collection record.

Following receivables in reports

To see all customers' debts together, use the reports. Open Raporlar (reports) from the menu. Under Alacaklar ve tahsilatlar (receivables and collections) in the Siparişler (orders) section there are two reports:

• Alacaklar (receivables): the cards at the top show Toplam alacak (total receivables), Borçlu müşteriler (customers with debt), Siparişler (orders) and Gecikmiş (overdue). The table shows each customer's orders, total, amount collected, amount remaining and the date of the oldest debt. The remaining debt is split into columns by how long it has been open: 0 to 30 days, 31 to 60 days, 61 to 90 days and over 90 days.
• Borç tahsilatları (debt collections): lists collections made in the date range you choose. The Toplam tahsilat (total collected) card shows their total.

You can also list unpaid orders with the Raporlar > Siparişler > İndirimli ve ödemesiz siparişler > Ödemesiz ve kısmi ödemeli siparişler (unpaid and partly paid orders) report (13.4. Reports by Criteria).