Point of sale

Create counter sales from the dedicated POS screen — products, custom lines, quotes, multi-tender payment, gift cards, and deposit credit.

Create a sale

1. Open POS.
2. Search under Find product and add items, or Add custom item with a name, quantity, and unit price.
3. For products with customisation, use Customise on the line. Fields marked required for in store must be completed before you can charge or save a quote.
4. Optionally set a Receipt client (email and/or linked contact). Linking a client unlocks deposit credit and stores quotes on that contact.
5. Review Subtotal, apply Available deposits if needed, then Due now.
6. Optionally enable Send email receipt, then Take payment.

Use Clear sale to wipe the basket, receipt client, and applied deposits.

Gift cards are not sold as POS product lines. Issue them under Gift cards. Digital products are not sold on POS.

Quotes

Save a till without taking payment:

1. Build the sale as usual (including required customisation).
2. Choose Save quote — the sale clears and a quote number is created.
3. Later, use Recall quote on the POS header to search and load a quote back onto the till (confirm if the till already has lines).

Quotes also appear on the linked client’s timeline under Contacts. From a quote you can print or email a quote PDF. Saving a quote does not create an order or reduce stock.

Taking payment

In the Take payment modal:

• Square — card via Square Point of Sale (see Integrations). Shown when Square is configured and enabled under Settings → Fulfillment.
• Stripe QR — show a QR code (or open the pay link) for the customer to pay the remaining amount with Stripe Checkout. Shown when Stripe is configured and Stripe QR is enabled under Settings → Fulfillment.
• Manual methods — cash and other methods configured under Settings → Fulfillment.
• Gift card — enter Card number, PIN, and Amount (use Fill remaining to take the balance due).
• Split payment — combine manuals, gift cards, and Square or Stripe for the remaining balance.

When applied deposits cover the total, choose Confirm sale with no further payment.

Turn Square or Stripe QR on or off under Settings → Fulfillment → Integrated payments without disconnecting the integration.

Write-downs

Promotion / write-down methods appear in a separate section of the payment modal. They adjust stock without collecting payment. Confirm with Confirm write-down. Reverse mistaken write-downs under Products → Adjustments.

After the sale

Completed sales appear in Orders with the in-store channel and your in-store order prefix (Settings → General). Booking settlements also create in-store orders from the booking settle flow — see Bookings.