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Completing a Sale

This guide walks you through the checkout process from start to finish.

Before Checkout​

Ensure you have:

  • ✅ Added all products to the basket
  • ✅ Verified quantities are correct
  • ✅ Added customer (if required)
  • ✅ Applied any discounts

Checkout Process​

Step 1: Review the Sale​

Check the summary panel:

LineDescription
SubtotalSum of all items
DiscountsTotal savings
TaxApplicable taxes
TotalFinal amount due

Step 2: Click Checkout​

Click the Checkout button or press F12.

Step 3: Select Payment Method​

Choose how the customer is paying:

MethodDescription
CashEnter amount tendered
Debit/CreditProcess card payment
SplitMultiple payment types

Cash Payments​

Enter Amount Tendered​

  1. Type the amount the customer gave you
  2. System calculates change automatically
  3. Click Complete Sale

Count Back Change​

After completing:

  • Change amount displays prominently
  • Count change back to customer
  • Cash drawer opens automatically

Card Payments​

Integrated Terminals​

If you have an integrated payment terminal:

  1. Select Card payment
  2. Amount sends to terminal
  3. Customer swipes/inserts/taps
  4. Approval returns to POS
  5. Sale completes automatically

Manual Entry​

If terminal is not integrated:

  1. Process payment on standalone terminal
  2. Enter approval code in POS
  3. Click Complete Sale

Split Payments​

Customers can pay with multiple methods:

Step 1: Click Split Payment​

Step 2: Enter First Amount​

  1. Select payment type (Cash/Card)
  2. Enter the amount for this payment
  3. Click Apply

Step 3: Complete Remaining​

  1. Remaining balance displays
  2. Select next payment type
  3. Enter amount or click Exact
  4. Repeat until balance is zero

Applying Loyalty Points​

If customer has available points:

Step 1: View Points Balance​

Points display in customer panel.

Step 2: Click Apply Points​

Click Use Points or Apply Loyalty.

Step 3: Enter Points Amount​

  • Enter points to redeem
  • Dollar value shows automatically
  • Cannot exceed total sale amount

After the Sale​

Receipt Options​

After completing the sale:

OptionDescription
PrintPrints to receipt printer
Email ReceiptSends to customer email address
CloseClose the receipt dialog

Starting Next Sale​

The POS automatically resets for the next customer.

Troubleshooting Checkout​

Card Declined​

  1. Ask customer for alternate payment
  2. Try card again if error
  3. Use cash or different card

Printer Not Working​

  1. Check printer is on
  2. Verify paper is loaded
  3. Test print from Settings
  4. Offer email receipt instead

Wrong Amount Charged​

  1. Complete current sale
  2. Process a return
  3. Ring up correct sale
Learn About Discounts →