Ring up what the client is buying, add their tip, take the payment and send their receipt. Checkout runs in three short steps: Cart, Tip and Payment.
Before you start
- Who can do it: anyone whose role can run checkouts. If you don't see Point of sale in the sidebar, ask an admin.
- Taking cash? Open the cash drawer first, under Point of sale → Cash drawer, so the cash counts towards today's close. See Refunds and the cash drawer.
- Charging cards in Owneli needs a connected card processor. Without one you can still record cash, checks and payments taken on your own card machine. See Connect card payments.
Take a payment
Open the sale
For a booked visit, open the appointment and select Checkout: the client, services and provider are already in the cart. Checkout opens over the appointment, so you're back on it when you close checkout. For anything else, go to Point of sale and select Open a cart under Begin a sale.
Add what they're buying
Under Add to cart, select Services, Products, Memberships, Packages or Gift card, then select the item. Repeat for each item. Each one appears under Items. On the right, Total adds them up, with Paid and Still owed below it; Show breakdown lists the subtotal, discounts, tax and tip. On a phone, the client and total sit in a strip at the top, and View cart opens it.
Check who it's for
The client shows at the top of the right-hand column. For a walk-in, select Add client beside Walk-in, then search for them, or select Create new client. A client on the sale gets the receipt, their loyalty points and their history.
Go to the tip
Select Continue to tip. If the client isn't tipping, select No tip instead and skip straight to payment.
Add the tip
Select a suggested percentage, or type the amount in Custom amount, then select Continue to payment.
Choose how they pay
Under Method, select how the client is paying, such as Cash, External terminal (your own card machine) or Gift card. The Amount is the full balance; lower it only to split the payment. Account credit and loyalty points are spent here too: select Apply beside them, and the amount comes down to what's left.
Charge it
Select Charge. The button shows the exact amount, tip included. When the balance reaches zero, the sale completes.
Check it worked
The panel shows the sale as Completed, with View receipt and a prompt to book the client's next visit. The client gets their receipt by email straight away if they have an email on file. The sale is listed under Point of sale → Sales.
Select Done to close the panel.
Which method to pick
Only the methods that can pay this sale are offered.
| Method | Use it when |
|---|---|
| Card on file | The client has a saved card. It's listed first when there is one. |
| External terminal | The client paid on your own card machine. Add the last four digits and the terminal name if you like, so the sale matches the terminal's receipt. |
| Cash | Enter what they handed you. The change due is worked out for you. |
| Check | Recorded like cash. |
| Gift card | Enter the card's code. See Redeem gift cards, packages and memberships. |
| Package, Membership, Membership balance | The client is using a session or credit they've already paid for. |
| Self checkout | Text or email the client a secure link, and they pay on their own phone. See Send a pay-by-link. |
If something goes wrong
Continue to tip is greyed out
The cart is empty, or there's nothing left to pay. Add an item first. A sale with nothing owed shows Complete sale instead.
Required forms not signed
A service on the sale needs a signed form first. Select Send form so the client can sign it, then carry on. An admin can select Override and proceed anyway, which is recorded in the audit log.
"Cash taken with no drawer open"
The payment went through, but no cash drawer was open, so this cash won't appear in a drawer count. Before you take cash, the payment step warns The cash drawer isn't open and offers Open drawer. Otherwise, open it from Point of sale → Cash drawer before your next cash sale.
The client can't pay today
Select Save as unpaid on the cart. The sale completes with the balance owing, and you collect it later. See Split a sale or leave a balance due.
I need to stop and come back later
Close the checkout with ✕. The sale is kept, with Sale saved, and you resume it from Draft sales on Point of sale. If you go to another page instead, This sale isn't finished asks first: Stay on sale keeps you there, and Leave keeps the sale in Draft sales. To throw the sale away, open the ⋮ at the bottom left and select Cancel sale; the appointment isn't affected.