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Sales & POS

Making a sale at the POS terminal

The POS terminal is the fastest way to sell over the counter. You need the Invoice - Create permission, products with stock, and (if your company uses them) an...

Sales & POS

Sales orders from order to invoice

Sales orders record goods a customer has ordered, optionally with an advance payment, before you deliver and invoice them. 1. Go to Sales / POS > Sales Orders >...

Sales & POS

Creating and sharing a quotation

Send customers a professional price quote before they commit to buying. 1. Go to Sales / POS > Quotation > Create Quotation. 2. Choose the customer and add the...

Sales & POS

Returning or cancelling an invoice

Use a return when the customer brings items back. Use a cancel when the whole invoice was a mistake. 1. Go to Sales / POS > Invoice > Invoice History and find t...

Sales & POS

Taking card, cheque and split payments

Every sale can be paid by cash, card, cheque, gift voucher or a return credit, or by a mix of these. 1. At checkout on the POS terminal, choose the Payment Type...

Sales & POS

Holding and recalling bills

Holding a bill lets you park a half-finished sale, serve someone else, and come back to it. 1. In Sales / POS > Invoice > POS Terminal, add the items as usual....