One till for shops, salons, workshops and restaurants.

Yes, both at the till in SoftPOS, with the Point of sale module.

Several payment methods

With the mixed payment method, one bill is paid with one or more cards and, if you like, a cash part. You enter each part until they add up to the total. With a connected card terminal, the card parts go to the terminal.

Deposit

For a large order or a job that is collected later, turn on Part payment (deposit) at checkout and enter the amount taken now. The sale is saved as partly paid. When the customer comes back, open the sale under Orders, where Open balance lists everything still owed, and collect the rest.

Good to know:

• A sale that includes a gift card must be paid in full, so it cannot take a deposit.
• At a table, guests who want to pay separately split the bill first.

Yes, as part of Softphia Core. Every sale gets an invoice number, and an accepted quote can be turned into an invoice.

A Swiss QR bill, the payment part with a QR code, is added to page 2 of an invoice when:

• your company address is in Switzerland or Liechtenstein,
• your company currency is CHF (an invoice in EUR gets no payment part),
• your company name and IBAN are filled in,
• the sale still has an amount due.

The QR bill asks for the amount still due, not the original total, and Softphia creates its payment reference. A fully paid invoice prints without a payment part.

You print invoices or download them as PDF in the Softphia panel. To email them to customers from your own address, you need the Email add-on. With the Reconciliation add-on, incoming bank payments can then be matched to these invoices by their reference.

Yes, with the Reconciliation add-on.

1. Register your bank account in the Softphia panel.
2. Upload a statement file from your bank in camt.053 or camt.054 format, and start the reconciliation.
3. Softphia matches a payment automatically when its payment reference belongs to an open sale and the amount and currency agree. For other lines it can suggest a document. Bank fees, interest and internal transfers are classified rather than matched.
4. You accept the suggestions, match the rest by hand and resolve what is left as exceptions.

A match records the bank payment on the sale and books the money into the linked money account, so your unpaid invoices are updated without typing.

Automatic matching relies on the payment reference that Softphia prints on its QR bills. References are created when your company is in Switzerland or Liechtenstein, works in CHF and has an IBAN on file.

With the Point of sale module, every payment at the till belongs to a cash register shift, which each till opens and closes on its own.

1. Open: at the start of the day, open the register in SoftPOS and enter the cash you put in the drawer.
2. During the day: record the cash you put in or take out, for example for change or a small purchase. The X report shows an interim reading of the shift at any time.
3. Close: count the drawer by notes and coins, or enter the total. The till shows the expected cash, your count and any difference, marked short, over or balanced. Then close the register.

The Z report of the closed shift is stored with the counted cash, the takings per payment method, the refunds and the tips. You can print it at the till, and in the Softphia panel under Sales › Cash register you follow the shifts of all your tills and download Z reports as PDF.

Opening and closing can be left to managers: a cashier without the permission needs a manager’s approval at the till. A closed shift cannot be reopened.

The till connects to one kind of terminal: a SumUp Solo card reader, with the SumUp payments add-on, which needs Point of sale. You connect your SumUp account in the Softphia panel, pair the reader with the code it shows and assign it to a till.

With a connected reader, the till sends the amount to the reader and books the sale once the payment is approved. If a payment cannot be confirmed, the till warns you not to charge the customer again, and a manager reviews the case in the panel.

You can also keep any other card terminal. It is not connected: the payment runs on your terminal, and SoftPOS records the card payment, optionally with the terminal’s transaction reference.

Each till can have its own reader.

No. Softphia has no web shop.

What you can do:

• Take the orders customers place by phone at the till in SoftPOS, as pickup or delivery orders, with the Point of sale module.
• Send quotes and invoices to customers by email, with the Email add-on. An invoice of a business in Switzerland or Liechtenstein can carry a Swiss QR bill, so the customer can pay it by scanning the code.