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What happens when ...

For each action at the till, one table: what changes in the invoice and IRD, the customer's account or the cash, stock, the cash drawer record and loyalty or gift cards. An empty area means nothing changes there.

  • Retail POS Concepts
  • 6 min read
  • Updated October 20, 2026
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Read the table of the action you are about to do.

You save a cash bill

What happens when you save a bill paid in cash
AreaChange
Invoice and IRDA sales invoice with the bill's number. Queued to the IRD when the company follows the IRD rules
Customer or cashThe customer (walk-in or named) is debited the total; the cash receipt that follows clears it
StockThe goods leave the branch's default warehouse
Cash drawer recordThe cash taken, less the change, counts in the hand over
Loyalty and gift cardsA named customer earns points

You save a bill paid by bank, card or wallet

What happens when you save a bill paid by bank or wallet
AreaChange
Invoice and IRDAs a cash bill
Customer or cashThe receipt that follows goes to the bank you chose, not to the cash account; a bank charge, if chosen, becomes a journal
StockAs a cash bill
Cash drawer recordNothing: only cash counts in the hand over
Loyalty and gift cardsAs a cash bill

You sell on credit

What happens when you save a credit sale
AreaChange
Invoice and IRDA sales invoice for the whole total, due the same day
Customer or cashThe whole total is debited to the customer; only what was paid is received. The rest stays on their account until a receipt in Accounting
StockThe goods leave the branch's default warehouse
Cash drawer recordOnly the cash paid now
Loyalty and gift cardsPoints on the total, for a named customer

You pay with a gift card

What happens when you pay with a gift card
AreaChange
Invoice and IRDAs any bill
Customer or cashThe part paid by the card is cleared by an entry against the gift card account, not a receipt
StockThe goods leave stock
Cash drawer recordNothing for the card part
Loyalty and gift cardsThe card's balance goes down by the amount used

You sell a gift card

What happens when you sell a gift card
AreaChange
Invoice and IRDA sales invoice for the card; IRD-ready like any bill
Customer or cashCash or bank receipt for the price paid. The value of the card is held in the gift card account until the card is spent
StockNothing
Cash drawer recordThe cash taken counts
Loyalty and gift cardsThe card is sold and can be used; its expiry starts

You put a bill on hold (Draft)

What happens when you hold a bill
AreaChange
Invoice and IRDNothing
Customer or cashNothing
StockNothing
Cash drawer recordNothing
Loyalty and gift cardsNothing. Only the lines are kept, for 30 minutes

You return goods

What happens when you save a sales return
AreaChange
Invoice and IRDA sales return against the bill; a credit note to the IRD when it follows the rules
Customer or cashCash: the amount is paid out and a payment voucher follows. Non-Cash: the amount stays as credit on the customer
StockThe returned goods go back into the warehouse
Cash drawer recordA cash refund lowers the cash to hand over
Loyalty and gift cardsPoints earned on the returned amount are taken back. Points spent and gift card used are not restored

You exchange goods

What happens when you save a sales replacement
AreaChange
Invoice and IRDA normal sales invoice for the new goods
Customer or cashThe earlier Non-Cash return's credit pays part of it; the rest is paid as usual; a bigger return gives cash back
StockThe new goods leave stock
Cash drawer recordOnly real cash
Loyalty and gift cardsPoints on the new total for a named customer

You reprint a bill

What happens when you reprint
AreaChange
Invoice and IRDNothing changes in the books or the IRD. The receipt says copy of original with a count
Customer or cashNothing
StockNothing
Cash drawer recordNothing
Loyalty and gift cardsNothing

You add petty cash, accept it, hand over

What happens with the cash screens
ActionChange
Petty cash savedA float for the till for today. Nothing in Accounting
Accept at the tillYou take responsibility for the cash. Nothing in Accounting
Accept and close on the hand overThe count is compared with the cash sales; excess or less is recorded; the cash goes to the person named. Nothing in Accounting

A morning at one till, in numbers

Questions customers ask

Which actions put something in Accounting?

Saving a bill (a replacement is a bill too), selling a gift card and saving a return. The payments follow a moment later as receipts, a payment voucher for a cash refund, a debit note for a gift card and a journal for a bank charge. Holding a bill, reprinting, the petty cash, Accept and the hand over put nothing in Accounting.

Does holding a bill keep the goods for the customer?

No. A held bill is only its lines, kept for 30 minutes. Stock, the invoice and the cash are not touched until the bill is saved (Put a bill on hold and recall it).

Does a reprint count as a second sale?

No. Nothing changes in the books, the stock or the IRD. The receipt is stamped as a copy of the original (Print the receipt and reprint a bill).

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