Checkout (POS), open/close business and the cash drawer, sales and refunds

Open business (start of day)

1. Open Checkout. The status at the top shows Not open for business.
2. Press Open business. Count the cash in the drawer and enter it as Opening cash float.
3. Confirm. Cash sales are counted against this float when you close. Owner, manager and cashier can open business; staff can't.
4. You can also use the Open/close business (cash drawer) page. If Cash payments require open business (an open cash drawer) is on (in Settings → Credit & rewards), cash can only be taken after opening.

Make a sale

1. In Checkout tap a service or product (or New sale). Press Add customer to attach a customer.
2. Tap a line to change the team member, price, quantity, Line discount or notes. Use Discount for the whole sale. Discounts over the cashier limit need a manager PIN or approval.
3. Press the charge button and choose a method: Cash, Card terminal, Bank transfer, Online card or Store credit. Split payments are allowed.
4. Hold sale parks a sale; find it later under Held sales.

Close business (end of day)

1. In Checkout or Open/close business (cash drawer) press Close business.
2. The screen shows Expected cash in drawer. Count the drawer and enter Counted cash.
3. If there is a Difference, a note is required. Confirm with Close business.
4. Use Cash in / Cash out during the day for change top-ups or petty cash. Then review and lock the day in Daily close.

Sales, receipts, refunds and approvals

1. Sales lists the paid sales of a day. Press Receipt to print, download PDF, send by WhatsApp or e-mail.
2. Press Refund, choose amount, method and reason. Managers/owner use Refund now; a cashier uses Send to a manager for approval.
3. Managers handle refund and discount requests in Approvals with Approve or Decline.