Take a payment in the web POS
Start an order in the web POS, choose who made the sale, add items and discounts, and take payment by cash, card terminal, gift card or another payment source.
The web POS lets you ring up a sale in your browser. You choose the staff member, add items, give discounts and take payment. When the full amount is paid, the order closes and you get a receipt.
Before you can start an order, your company needs at least one billing profile and at least one staff resource linked to a billing profile. If they are missing, the POS shows a message with a button to set them up (Go to billing profiles or Go to resources).
Start an order and choose staff
Open a new order
In the order list, start a new order. In an open order you can also click the + button next to the order tabs to add another order.
Select the staff member
If your settings have no default, a window called Select staff making the sale opens. Click a staff member to continue. You must choose someone before you can go on.
Check the staff on the order
The name at the top of the cart shows who is on the order. Click it to choose someone else. If it says No user, no staff member is set yet.
Staff are grouped like this in the window:
- These staff members are assigned to the services: staff already on the services in the order.
- Available Staff (or Other Available Staff): everyone with a billing profile.
- Staff Without Billing Profile (Setup Required): click one to open their resource settings and add a billing profile.
Companies that sell services can set a default staff member in POS Settings. The POS then starts each order with that person without asking. See POS settings.
Add items
Choose a menu
Use the menu buttons at the bottom of the screen to switch menu.
Click an item
Click an item to add it to the cart. If the item has variations, a window opens where you choose them and click Add to order.
Or search or scan
Click the search icon and type in Search items.... If you have a barcode scanner, scanning a barcode adds the item.
Change quantity or price
In the cart, use the plus and minus buttons to change the quantity. Type in the price field to change the price of a line.
If the order has a customer, a History strip shows the customer's Popular and Recent items. Click one to add it again.
Items that were already paid can't be changed, unless they are free or have a 100% discount.
Give a discount
- To discount one line, click the % button on that line.
- To discount the whole order, open the three-dot menu at the bottom of the cart and click Add discount to all.
In the Add Discount window, click a quick amount (10, 15, 20, 25, 30, 40, 50 or 100 percent) or type a number and click Add. Click Remove to take a line discount away.
Take payment
Open checkout
Click the Pay button under the cart. It shows the amount to pay. The screen is called Checkout. It shows Unpaid, Paid and Total amount.
Set the amount
The Amount field starts with what is left to pay. Change it to take a part payment. Click the arrow next to the field to put the full remaining amount back.
Choose a payment source
Click a payment card, for example Cash. The card terminal card is called Credit card unless you gave it another name. The cards you see depend on your payment sources in POS Settings, and they use the names you gave them.
You can pay in several steps. Earlier payments are listed under Payments made.
If an order has nothing to pay, for example because it is free, click Complete order in the blue banner to close it.
Payment sources
| Payment card | What happens |
|---|---|
| Card terminal | The amount is sent to the card terminal. See below. |
| Cash | The payment is saved. If a receipt printer with a cash drawer is connected, the drawer opens. |
| Gift card | A window opens where you enter the gift card code and the amount. |
| Clip card | A window opens where you enter the clip card code and how many clips to use. |
| Other sources | The amount is saved as paid with that source. |
If the order has a customer with gift cards or clip cards that fit, they are listed above the payment cards. Pick one to pay without typing a code.
If the order contains a gift card or clip card, a window asks you to confirm before the last payment. It tells you which email the cards are sent to, or that no email is on the order.
Pay with a card terminal
- Click the card payment card. If you have only one terminal, the payment starts at once. If you have more than one, choose a terminal in the Select Payment Terminal window.
- A Processing Payment window shows progress: Initializing payment..., Processing payment on terminal... and then Payment successful!, Payment failed or Transaction canceled.
- The guest pays on the terminal. The window closes by itself.
The card payment card is greyed out when no terminal is linked to the order's billing profile.
Open the cash drawer
Open the three-dot menu at the bottom of the cart and click Open cash drawer. It is greyed out when no printer is connected.