Take your first sale
A walkthrough from adding a product to taking payment and issuing a receipt.
Everything needed for a first sale, in order:
- Create a product. Products live in Inventory. On the Free plan you can hold 20.
- Open the till. Point of Sale blocks both adding items and taking payment until the register is open. Opening asks for the float, which you can count in by denomination.
- Add the item. Search for it or scan its barcode.
- Press Pay, choose a tender and take the money. A new company starts with Cash, Card and EFTPOS.
- Confirm with your PIN. This is what attributes the sale to you — it is sent to the server only after this step.
- Print or email the receipt. Emailing needs mail configured.
At the end of the day, close the register: count the drawer by denomination, enter your card terminal total, and the variance is worked out and recorded. See Registers and shifts.
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