Making a sale

Taking payment on the POS is three moves: find the product, choose the payment method, take the money. This video shows it from start to finish.

The steps, in short

  1. Add the products to the basket. You can scan the barcode, or search for the product by name and click it.
  2. Check the basket. From there you can change the quantity on a line, or remove it if you’ve made a mistake.
  3. Click Take payment and choose the method: cash, card or whichever you’ve set up. If you’re taking cash, type what the customer hands you and the POS works out the change.
  4. Confirm. The sale is recorded and the receipt prints automatically if you’ve set your printer up.

Still not printing receipts? See how to set up receipt printing.how to set up receipt printing

After the sale

If you’ve made a mistake or the customer changes their mind, there’s no need to start again: you can change the payment method on a completed sale, void it, or reprint the receipt.change the payment methodvoid itreprint the receipt

And if you want the sale recorded against a particular customer — to keep their history or to invoice them — you can add the customer to the sale before taking payment.add the customer to the sale