In KeyCRM, you can create fiscal receipts separately for each payment from the customer during order processing without switching to other services, which significantly saves time and allows you to control the entire sales process in one window.

How to fiscalize a payment

For each payment in the order (except for canceled ones that have not been fiscalized), the «Fiscalization» button will be available. By clicking on it, you will see the «Create receipt» menu option.

Selecting this option - will open the fiscalization window. Fill in the following fields:

• Cash register — select the desired cash register;

• Payment method — select the name of the payment that will be displayed on the receipt. Additional names can be added in the cash register settings;

• Fiscalization type — select the fiscalization logic: prepayment, postpayment, full payment;

• Note — for prepayment and postpayment, the comment will be filled in automatically, but you can edit it;

• Send EPZ — if you need to send the payment method details used to make the payment, activate this switch and specify all the necessary parameters that will be sended to the receipt.

After filling in the fields, click «Send»:

After successful fiscalization, the button icon will change and display the fiscalization status of this payment. By clicking on it, you will see the following actions:

• Copy receipt link — copies the link to the receipt from the tax account to the clipboard;

• Print receipt — prints the receipt;

• Cancel receipt — creates a return receipt, which is a cancellation of the fiscalization.

How to cancel fiscalization of a payment

If you want to cancel a fiscal receipt created for a payment, select «Cancel receipt» and click the «Cancel» button in the window. The process may take a few seconds.

After cancellation, the button icon will change and indicate that the fiscalization of this payment has been canceled. In the menu, you can copy the link to the cancellation receipt or print it, just like a fiscal receipt. You can re-fiscalize at any time:

Order fiscalization statuses

There are fiscalization statuses for each payment, and there is also a fiscalization status for the entire order, which is displayed above the payment block.

The fiscalization status of an order depends on the number of payments and how they are fiscalized. There are four statuses in total:

1. Not fiscalized — when no payments are fiscalized;

2. Partially fiscalized — when at least 1 payment has been fiscalized;

3. Fiscalized — when all payments have been fiscalized;

4. Fiscalization canceled — when fiscalization has been canceled for all payments or 1 has been canceled and the others have not been fiscalized.

Delays during fiscalization or its cancellation

Usually, the fiscalization process or its cancellation takes a maximum of 5-10 seconds. However, sometimes there are delays on the part of the service that performs fiscalization.

At such times, you can process other orders and return to the one that caused the delay after a while. Don't forget to refresh the page or the order (in order actions) beforehand.

If there are any delays in the payment fiscalization process, a button will appear in the menu to check the fiscalization status manually:

After manual verification, if the operation is completed, the correct status will be set and the appropriate actions will be available.

Opening a shift from an order

When fiscalizing a payment, if the selected cash register is closed, you will see the «Open shift» button.

Clicking on it will open the shift at this cash register; the process may take a few seconds. Upon completion, the usual fiscalization window will open.