Topic
Checkout & payments
Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.
Contents
Articles
15Take a paymentBuild a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.Tips and tip splitsHow the tip prompt is configured, how a tip is divided between providers, and where the money shows up afterwards.Deposits, cancellation and no-show feesThe three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.Refunds and the cash drawerIssue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.Sell a product at the POSAdd retail products to a sale by search, barcode scan, or quick-sale favourites — and learn when stock is actually deducted.Apply a discount or deal at checkoutApply an automatic deal, a discount code, or a manual discount to a sale or a single line — and remove one that shouldn't be there.Redeem a gift card, package, or membership at checkoutPay a sale with a gift card code, a prepaid package session, membership credit, or a membership balance — and see what each can't cover.Split a sale across payment methods, or leave a balance dueTake part of a sale on one tender and the rest on another, use the split presets, and save a sale as unpaid to collect later.Send a pay-by-link so the client pays on their phoneText or email a secure self-checkout link — the client enters their own card, can add a tip, and the sale closes itself at the till.Save a client's card on file with the secure linkSend a secure link so the client adds their own card — staff never see or type card numbers — then charge it as Card on file at checkout.Create and send a quotePrice up to six options for a caller, text or email the estimate link, and let them book the option they choose — straight from the quote.Find a past sale and resend a receiptSearch sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.Handle an online store orderWork the online orders queue — mark pickup orders ready and collected, mark shipments shipped and delivered, and cancel or refund an order.How taxes apply at checkoutWhere each line's tax rate comes from, how composite rates and discounts affect the maths, and how tax appears on the receipt.Card surcharges, cash discounts, and service chargesPass card processing costs on with a surcharge or cash discount, add a service charge line, and see how each prints on the receipt.
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