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Must know
  • Two tenders only. Card and Cash. There are no split payments or cheques, and no way to record a card run on a separate machine.
  • Card has two paths. With an active Uplifter card terminal, Card charges the reader. Without one, or when the cart holds a gift card or an event ticket, the customer pays by scanning a QR payment link. The reader takes product sales only.
  • Who can ring up a sale. It needs the Create Financials permission. The Point of Sale link only needs the Store feature, so staff without the permission can open the register but not finish a sale.
  • Receipts and returns. Card terminal sales print a receipt on the reader; QR and cash sales print nothing. Return or refund product items one by one in Store > Orders.
Where to find it. Open Point of Sale near the bottom of the admin dashboard sidebar.
1

Choose where you are selling

With more than one facility, pick one in Selling at. Its tax applies (the default facility if you skip this), and tax-exempt products stay untaxed. It locks during a payment.
2

Build the cart

Search or filter by category, then tap products to add them. Sold-out products can’t be added, and going past stock shows Only [number] available in stock. Current Order shows Subtotal, Tax and Total.
3

Add gift cards or tickets

The Gift Cards and Tickets tabs appear beside the categories when those features are on. Each gift card is its own line, with no quantity buttons. For a ticket, set Quantity, add a Customer email (optional) if you like, then choose Add to cart. Only the 50 soonest events are listed. See gift cards and event tickets.
4

Take the payment

Tap Cash or Card under the cart, then follow the matching tab.
Card opens Card Terminal when the club has an active reader and no gift card is in the cart. With several readers, pick one from the list (your last one is remembered). Tap Charge with the amount. The screen shows Insert, tap, or swipe on the reader’s name and Waiting for the customer…; Cancel stops it. The sale finishes when the reader approves, and an itemized receipt prints on the reader. For a cart with tickets, tap Use QR code instead. Readers are ordered in Settings > Financials > Terminals.
To go back to the cart before paying, tap Cancel and Return.
5

Start the next sale

Payment Successful! shows the order number and amount paid. Tickets sold without an email appear as links to open or print, shown only once. Tap New Order.
Card service fee. If your club charges one, card payments add a Service fee line, so the total can exceed the register total. Cash never carries it. What happens to the order. Product items land in Store > Orders with Source POS and the customer Walk-in. Items are marked fulfilled straight away. Sales with only gift cards or tickets create no order. To take an item back, see cancel or return a store item. You can also charge a reader from an invoice. Related: What are the store and the point of sale? · How do I manage and fulfill store orders? · How do I order and set up a card terminal for in-person payments? · What do I do when a point of sale card payment expires or fails?