Checkout / Cashier

Use Checkout / Cashier (POS) to sell at the counter: open a register, scan items, take payment (cash, mobile money, or split across several methods), and print a receipt.

Before you start

• License is Medium, Pro, or Enterprise (tiers)
• Your user role allows Point of Sale
• At least one product is available for Point of Sale
• At least one payment method exists (see Configuration below)

Steps

1. Open a register

Every shift starts with an open register — you cannot ring up a sale without one.

1. Click Checkout / Cashier in the sidebar.
2. If no register is open, an Open Register screen blocks the rest of POS. It won't let you through until you open one.
3. Enter the starting float for each payment method listed (e.g. 50000 in Cash if that's what's physically in the drawer, 0 for Mobile Money if you're starting fresh).
4. Click Open Register.

Once open, the header shows Register: SESS-{date}-{number}, plus Cash In, Cash Out, and Close Register buttons for the rest of the shift.

2. Add products to the sale

1. Use search: watermark Scan barcode or search SKU...
2. A barcode scanner works from anywhere on the Sales screen — you don't need to click into the search box first, as long as you're not actively typing in another field (customer search, tender amount, etc.). Typing a name still requires clicking into the search box, since that's a deliberate search.
3. Scan or type, then add the product (tile Add).
4. In the cart, adjust qty with − / +, or remove with ×.
5. Line prices are editable — click the price shown under a product's name in the cart and type a new amount if you need to give a discount or correct it on the spot.
6. Watch the total update as you go.

3. Take payment (single or split)

1. Click Make Payment.
2. On Payment details:
   • Optional: choose Customer (Search or select customer...) or click ➕ to create one
   • Optional: tick Auto Create Invoice
   • Set Checkout Currency if shown
3. Add one or more tenders — a sale can be paid across several methods (e.g. part cash, part Mobile Money):
   • Choose a Payment Method, enter an Amount, click Add Tender.
   • Repeat for additional methods if the customer is splitting payment.
   • Watch Total Tendered and Still Due — the sale can't be completed while anything is still due.
4. Click Validate Payment once fully covered.

4. Finish the sale

1. On success you see Payment Successful! and receipt details.
2. Click Print Receipt if needed, then Close.
3. Start the next sale on the Sales tab.

5. Cash In / Cash Out during a shift

Use these for money movements that aren't sales — topping up the float, dropping cash to a safe, petty cash out.

1. Click Cash In or Cash Out in the header (visible whenever a register is open).
2. Choose the Payment Method the movement affects, enter the Amount and a Reason (e.g. Cash drop to safe).
3. Click Confirm.

These movements are tracked per session and factored into the closing reconciliation automatically.

6. Close the register at end of shift

1. Click Close Register in the header.
2. For each payment method you'll see Opening, Sales, Cash In, Cash Out, and a calculated Expected balance.
3. Physically count what's actually in the drawer / mobile wallet for each method and type it into Counted. The Difference column updates as you type — it should read 0 if everything matches.
4. Add a note in Notes if there's a discrepancy you need to explain later.
5. Click Confirm Close.

A register must always be open to sell, so closing one immediately prompts you to open the next.

7. Review past POS orders and sessions

1. Open the Orders tab.
2. Use the Orders / Sessions toggle at the top:
   • Orders groups sales by customer — click a customer to expand their orders, then View Details on one, or Refund to process a return for it (see Returns & refunds).
   • Sessions lists every past and current register shift — click one to see its full balance reconciliation and every order rung up in it. Use Export to Excel to save that session's data.
3. Search either view with the box at the top (customer name or order/session number).

8. Configure payment methods (admin / manager)

1. Open Configuration ▾ → Payment Methods.
2. Under New Payment Method, enter Method Name (e.g. Mobile Money), then search for and select a Journal (type to filter, click Select).
3. Click Save Payment Method.
4. Delete unused methods from the grid with Delete.

9. Create a customer during checkout

1. On payment, click ➕ beside Customer.
2. Fill Customer Name (required), Phone Number, Email Address, Address.
3. Click Create.

What success looks like

• Register is open before anyone tries to sell
• Cart total matches the goods, prices reflect any adjustments made
• Validate Payment shows Payment Successful! once tenders cover the total
• Stock decreases for the sold items
• Order appears under Orders, tagged to the session that was open
• Closing a register shows Difference: 0 for every method when the count is accurate

If something goes wrong

Related

• Products & stock
• Customers
• Returns & refunds
• License tiers