Easy POS

Pre-Bill Function

What is a Pre-Bill?

A Pre-Bill is a temporary or draft version of a sales receipt issued before finalizing the transaction. It allows staff to present the total amount to the customer before processing payment. The Pre-Bill includes all selected products and the total price but does not finalize the sale or generate a tax invoice.

Why is the Pre-Bill Function Useful?

The Pre-Bill feature is widely used across various industries, especially in businesses where the payment process involves multiple steps or verification. It helps improve service efficiency, reduces errors, and allows customers to confirm their order and payment method before proceeding to final billing.

Key Benefits:

  • Provides customers with an estimated bill before payment
  • Helps businesses verify order details before finalizing
  • Enables smooth handover between staff (e.g., waiter and cashier)
  • Supports alternative currencies for tourist-friendly billing

Practical Use Cases

1. Restaurant Scenario

When a customer finishes dining, the waiter generates a Pre-Bill and presents it to the customer. Based on this, the customer provides cash or card. The waiter then forwards the payment and order details to the cashier, who creates the final bill or receipt and hands it over to the customer.

2. Pharmacy Scenario

A customer places an order for medicines at the prescription counter. The pharmacist generates a Pre-Bill for the selected items. Once the order is ready, the customer takes the Pre-Bill to the cashier, who completes the final payment and issues a final receipt.

How to Generate a Pre-Bill

Follow these steps to create a Pre-Bill in the Easy POS App:

  1. Open the POS App main menu
  2. Select “New Sale”
  3. Add the products or services the customer wishes to purchase
  4. Click the “SAVE” button to save the order
  5. Go to “Open Orders”
  6. Select the saved order
  7. Click the “Print” icon
  8. If the printer is connected, a Pre-Bill will be printed

⚠️ Note: Pre-Bill is not a final invoice and cannot be used for official accounting or tax reporting.

Generating Pre-Bills in Alternative Currencies

Easy POS now supports generating Pre-Bills in multiple currencies such as Euros, US Dollars, Japanese Yen, and more. This feature is especially useful in tourist-focused areas, allowing businesses to display totals in the customer’s preferred currency.

Steps to Print Pre-Bills in Alternative Currencies:

  1. Open the POS App main menu
  2. Select “New Sale”
  3. Add the desired items and click “SAVE”
  4. Go to “Open Orders”
  5. Select the relevant order and click the “Print” icon
  6. Choose the required currency from the dropdown list
  7. Click “Print”

✅ The Pre-Bill will be printed in the selected currency.

Related Help Articles

Alternative Currency

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