What this helps you do

Create one correct order and record how the customer actually paid, without accidentally charging twice or promising impossible delivery.

Before you start

Review the cart total and fulfilment. Delivered items need a source location and an Indian address. Cash needs a usable register session.

Steps

  1. Review every item, quantity, discount, GST amount, shipping charge, and Total.
  2. Choose a shipping rate for each shipment when required.
  3. Complete gift-card recipient details for gift-card products.
  4. Enter Buyer GSTIN when the customer needs it on the tax document.
  5. Choose the real payment method and complete its fields.
  6. Choose Email receipt, WhatsApp receipt, or No receipt.
  7. Add an internal order note if your team needs one.
  8. Select Accept payment or Mark unpaid.
  9. Wait for Order placed before starting another sale.

Understand payment methods

  • Cash: enter Amount received. POS shows Change due. A current cash session is required.
  • Online: collect through Razorpay in the app or show a customer payment QR. Do not treat closing the payment screen as a successful payment.
  • Terminal: use only after the customer already paid on the separate card terminal; POS records that external payment.
  • Gift Card: enter the customer's gift-card code. A gift card cannot be used to buy another gift card.
  • Split payment: divide the exact total between two or more different methods.
  • Mark unpaid: create an order with money still due. Digital and gift-card products cannot be left unpaid.

Use split payment

Add payment lines until Remaining becomes ₹0. Each line must be greater than zero, and each payment method can appear only once. A gift-card line needs its code. The combined lines must match the final total within one paisa.

For example, on a ₹1,500 order, record ₹500 Cash and ₹1,000 Terminal only after both amounts were truly collected.

Use Online payment safely

Choose the in-app Razorpay checkout or QR option. For QR, ask the customer to scan and wait while Upstorr checks the payment result. If you cancel, wait for Razorpay to confirm cancellation; the QR remains visible until Upstorr knows the payment request is no longer live.

If POS says Payment needs attention, do not immediately charge again. Check the order and Razorpay status first so the customer is not charged twice.

Understand receipt choices

  • No receipt: create the order without digital receipt delivery.
  • Email receipt: requires internet and a real customer email.
  • WhatsApp receipt: requires internet, an available Upstorr credit balance, a customer phone number, and the customer's clear consent. Confirming the prompt records that consent for this send.

The separate Receipt preference screen can save Email receipt or No receipt for the current checkout preference. Checkout still validates the real customer details when placing the order.

Gift-card delivery fields

For each gift-card product, choose whether it goes to the buyer or another recipient. A recipient delivery needs their email, with an optional name and message. Gift-card products require internet and full payment so the secure code can be created and delivered.

Buyer GSTIN and address

Buyer GSTIN is the customer's GST registration number for the order document. Enter it only when the buyer supplies a valid number. A tax invoice can require a complete recipient address even for a sale that is not being shipped.

The outlet or exhibit can separately require a customer name, email, or phone before checkout. A shipment or local delivery needs a complete shipping address, including city, state, PIN code, and country. If checkout names a missing detail, update or choose the customer and address before trying again.

Upstorr POS supports customer addresses in India. Correct the customer profile before checkout when the saved country is not India.

What happens next

Upstorr creates the order, records payment, clears the completed cart, and attempts the selected document delivery. You can open the order or return Home. A document-delivery failure does not mean the order itself failed; read the result message.

Common problems

  • Cash is unavailable: Start or reconcile the register cash session.
  • A shipping rate is missing: Choose a rate for every shipment group.
  • WhatsApp receipt is unavailable: Choose email or no receipt, then check customer phone, consent, connection, and store credit later.
  • Split payment does not finish: Make every line positive, unique by method, and exactly equal to Total.
  • Mark unpaid is disabled: The cart contains a digital or gift-card product that must be fully paid.
  • The payment screen closed unexpectedly: Check for an order and verify the provider result before trying another charge.