A Bill in qoda.ly is a dynamic record of a customer’s dining experience at your restaurant. It is a container for all the items ordered, any discounts or adjustments applied, and the payments made. There are two primary states for a qoda.ly Bill:

• Running: an open Bill where items can be added, and partial payments or adjustments can be made.
• Closed: a finalized Bill that is considered immutable (although additional payments or refunds can still be applied). To ensure accuracy and reporting integrity, items and discounts on a closed bill cannot be changed.

How Bills work

• Bills are automatically generated when a customer places an order (whether dine-in, online, or take-out). Throughout the customer’s visit, their Bill can be updated to reflect additional items, split payments, applied discounts, or partial refunds.

• When a Bill is opened for the dine-in experience, it is associated with a specific table and it can be used to also count the number of guests served at that table or during the day.

• A Bill can only be closed when the total amount due has been fully covered by payments or discounts. To help running your restaurant smoothly, any running Bill is automatically closed at the end of each business day (provided that they meet the payment requirements).

• If a Bill from a previous day remains open, items cannot be added to it; the bill must first be paid or discounted and closed.

Additional features

• Excess payments: if a customer overpays, the excess amount can be allocated to a Tip Jar.
• Reporting: qoda.ly uses Bill data to generate essential sales reports, track payment trends, and provide financial insights. Only Bills that have been closed are included in these reports.

Need help? Contact qoda.ly Support for personalized assistance.