Split Bills in Odoo 18 Point of Sale Tutorial

Firstly, Split Bills in Odoo 18 Point of Sale brings a powerful feature that allows restaurant and retail businesses to divide payments with ease. Moreover, this guide shows how to set up bill splitting in Odoo POS 18 and handle multiple payment methods step by step. Additionally, we include an outgoing link to the official documentation for further insight: https://www.odoo.com/documentation/18.0/applications/point_of_sale.html. Furthermore, this tutorial applies to both Odoo 18 Enterprise and Community editions. Finally, we use active steps and clear instructions to help you master bill splitting quickly.

Activating Split Bills Feature in Odoo 18 POS

First, you open your Odoo instance and click the Point of Sale app. Next, you navigate to the configuration menu by clicking Settings at the top. Moreover, you scroll down until you see the Allow Bill Splitting option under the Orders section. Then, you tick the checkbox to enable bill splitting and, in addition, you can also enable Print Receipt Before Payment to let customers receive a draft receipt. Subsequently, you click Save at the top to apply your changes. Furthermore, you verify that the setting stays active by reopening the Settings page. Finally, you close the configuration panel and prepare to test the feature. split bills odoo 18 pos

Accessing the POS Configuration Menu

Firstly, you log in as a user with access rights to the Point of Sale configuration. Then, you click the grid icon and select Point of Sale. Moreover, you choose Configuration from the top menu and click Settings. Additionally, you ensure that you see modules for bars, restaurants, or retail stores as relevant. Furthermore, you confirm that the basic POS features are active before proceeding. Finally, you prepare to enable bill splitting alongside other advanced options.

Enabling Basic and Advanced Bill Splitting Options

First of all, you scroll down to find Allow Bill Splitting. Next, you check its box so that Odoo allows you to break an order into separate payments. Moreover, you also check Print Receipt Before Payment if you want customers to preview a split receipt. Additionally, you can enable Multi Payment Methods to let clients pay part in cash, part with a card, and so on. Finally, you review all checked options, and then you click Save to commit the configuration.

Saving and Applying Your Settings

Firstly, you confirm that Odoo displays a success message at the top after you click Save. Then, you close the settings dialog by clicking the X icon. Moreover, you refresh the POS dashboard to load the new configuration. Additionally, you look for the Session menu on the main POS screen. Finally, you prepare to start a new POS session to test split billing in action.

Configuring Multiple Payment Methods in Odoo 18 POS

First, you start a new POS session by clicking New Session. Next, you wait for the terminal to load your default store layout. Moreover, you add two or more products to the order so that you can split items among customers. Additionally, you click the Actions button at the bottom, and then you see the Split Order option appear. Furthermore, you notice that each split group can use its own payment method. Finally, you proceed to define the groups and test the payment flows.

Starting a New POS Session

Firstly, you click New Session on the POS dashboard. Then, you select your store location, for instance Bar, Restaurant, or Retail. Moreover, you confirm your cashier’s name and click Start. Additionally, you wait for the POS interface to show products and categories. Finally, you prepare to add items to an order for splitting.

Group Order and Item Selection

First, you add all ordered items—such as sandwiches, drinks, and snacks—to the basket. Next, you imagine two or more customers who will pay separately. Moreover, you click Actions and then Split Order. Additionally, you see an overlay that lists each line in the order. Furthermore, you click each line to allocate it to Customer A or Customer B. Finally, you confirm your selection by clicking Apply Split, and Odoo moves items to separate payment flows.

Triggering the Split Order Function

Firstly, you click Actions again to reopen the menu. Then, you click Split Order, and Odoo shows the order lines. Moreover, you see checkboxes beside each item. Additionally, you check the boxes for items that Customer A will pay. Furthermore, you click Split Order at the bottom of the overlay. Finally, you see two separate payment dialogs on the screen.

Selecting Specific Items to Split

First, you identify the items that one customer will cover. Next, you tick the checkboxes beside those items. Moreover, you can click Select All if one person covers everything. Additionally, you can drag items from one group to another. Furthermore, you confirm by clicking Split Order to finalize the division. Finally, you watch as Odoo splits the order into two or more payment screens.

Assigning Customers and Payment Types

Firstly, you click the first dialog labeled Customer. Then, you select or create a new customer record for that group. Moreover, you click Payment Method and choose Credit Card, Cash, or another method. Additionally, you enter the card details or confirm the cash amount. Furthermore, you repeat these steps for each split group. Finally, you verify that each group shows a distinct payment journal.

Testing the Split Bills Process in Odoo 18 POS

First, you simulate a checkout where two diners share a table. Next, you split the order so one pays for drinks, and the other pays for food. Moreover, you click Pay in each payment window to process the transaction. Additionally, you watch Odoo print a partial receipt if you enabled that option. Finally, you confirm that your database records two separate payments for one session.

Simulating Multiple Customers Checkout

Firstly, you click Pay for Customer A. Then, you process their payment via the chosen method. Moreover, you accept card or cash and confirm the transaction. Additionally, you click Validate to finalize Customer A’s bill. Furthermore, you wait for the receipt to print or display on screen. Finally, you repeat for Customer B or any additional groups.

Paying with Card and Cash

First, you select Credit Card for one group and Cash for another. Next, you enter the card details in the on-screen form. Moreover, you click Confirm, and Odoo sends a request to the payment terminal. Additionally, you accept the card transaction and wait for approval. Furthermore, you click Validate after approval. Finally, you complete the cash payment by entering the amount received and clicking Validate again.

Printing Receipts for Partial Payments

First, you click Print after a payment. Then, you see a receipt that lists only the items paid in that transaction. Moreover, you hand the receipt to the customer for proof of payment. Additionally, you repeat this step for each group. Furthermore, you ensure that each receipt clearly states which items remain unpaid. Finally, you close the POS session when all groups finish paying.

Verifying Payment Completion

Firstly, you click the Orders button in the POS dashboard. Then, you select the session you just closed. Moreover, you review the payment journal for that session, and you see multiple entries. Additionally, you click each entry to inspect details. Furthermore, you ensure that each payment matches the split portions. Finally, you confirm that your financial reports reflect two or more payments in one session.

Best Practices and Tips for Odoo 18 POS Bill Splitting

Firstly, you train your staff on the split bills workflow to prevent errors. Moreover, you assign user rights so that only authorized cashiers enable bill splitting. Additionally, you keep your POS hardware updated for smooth performance. Furthermore, you back up your database regularly to avoid data loss. Finally, you monitor journal entries and receipts for auditing purposes.

Ensuring User Training and Permissions

First, you create a user group called POS Split Billing. Then, you assign only senior cashiers to that group. Moreover, you document the split bills steps in your company handbook. Additionally, you hold a short training session for new hires. Furthermore, you test your staff’s understanding by having them run a mock order. Finally, you adjust permissions if you spot any mistakes.

Leveraging Receipts and Journals

First, you customize your receipt template to highlight split portions. Next, you include the original order reference on each receipt. Moreover, you enable journal locking to secure entries after session close. Additionally, you export the journal report weekly for your accountant. Furthermore, you check for discrepancies between receipts and payment records. Finally, you resolve any mismatches immediately.

Troubleshooting Common Issues

First, you check if Allow Bill Splitting remains enabled after an update. Then, you restart the POS session if split options disappear. Moreover, you verify that your payment terminal integrates correctly with Odoo. Additionally, you clear your browser cache if the interface behaves oddly. Furthermore, you review server logs for errors related to split orders. Finally, you reach out to the Odoo community at https://www.odoo.com/forum/help-1 for support.

Conclusion and Further Resources

First, you recap how to split bills in Odoo 18 POS, from enabling the feature to processing separate payments. Moreover, you highlight the benefits of flexible billing for restaurants and retailers. Additionally, you remind readers to follow best practices for training and auditing. Furthermore, you link again to the official Odoo documentation for deeper study: https://www.odoo.com/documentation/18.0/applications/point_of_sale.html. Finally, you encourage feedback and invite readers to subscribe for more tutorials.