Take payments at the POS

The POS handles walk-in sales and repair payments. You can take one payment method or split the total across several.

#Build the cart

1. Go to POS.
2. Scan a barcode or search for a product ①. It's added to the cart ②. Change the quantity there if you need to.
3. Choose the Customer ③ (optional for walk-in sales).
4. Click Add Order Discount ④ if you're giving a discount.
5. Click Checkout ⑤.

Tip: Save as Estimate turns the cart into an estimate instead of a sale.

#Take the payment

1. Choose a method under Quick Pay ①, such as Cash or Card.
2. Click Pay Full ② to take the whole amount in one go.

To split the payment, enter part of the total in Split Payment Amount ③, click Add, then pay the rest with another method.

If the customer will pay later, click Create Unpaid Invoice ④. Void Tax ⑤ removes tax from this sale.

#Cash and change

When you take cash, enter the amount the customer handed over. The payments list shows it ①, and Change Due ② shows what to give back. When the badge shows Paid ④, click Complete Sale ③.

#After the sale

The Sale Completed screen shows the invoice number and total paid ①. From here you can:

• Print Invoice ② (A4)
• Print Thermal ③ receipt
• Start a New Sale ④

#Store credit

If a customer has store credit, Store Credit appears as a payment method at checkout. You can use it for the whole sale or split it with another method. See Give and use store credit.

#Related

• Refunds and exchanges
• Run cash register shifts
• Connect Square Terminal