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Must know
  • Store is a plan feature, off by default. It adds Products and Orders under Store in the sidebar (plus Gift Cards when gift cards are on), and the Point of Sale.
  • One catalog, two places to sell. The same products show on your club website’s Store page and at the point of sale, where card sales run on an Uplifter card terminal or a QR payment link.
  • Every sale with products makes an order and an invoice, fulfilled item by item from Store > Orders.
  • Store items can be cancelled or returned right from Orders, with a refund and restock.
The catalog. You build products at Store > Products, one catalog for every place you sell. See add products to your store. The website Store page. Your club website shows a Store page once your site is published, the Store page is on (it is by default, under Settings > Website > Pages), and at least one product is active. Families buy there through the site checkout. See sell products on your website. The point of sale. The Point of Sale is a register for walk-in, in-person sales, paid in cash or by card. See sell in person with the POS and set up card terminals.
  • Card sales run on an Uplifter card terminal when the club has an active one, or staff tap Use QR code instead for an on-screen payment link. A gift-card cart always uses the QR link.
  • Terminals are ordered, added and assigned to a facility at Settings > Financials > Terminals, shown only once Store is on.
  • Other tabs. The register also has Gift Cards and Tickets tabs when those features are on.
  • Several facilities. A Selling at picker sets where the sale is recorded.
  • Permission. Ringing up a sale needs Create Financials.
Orders and invoices. A sale that includes products creates an order in Store > Orders and an invoice in Financials. See manage and fulfill store orders.
  • Who sees what. All staff can see Orders. A gift-card-only or ticket-only sale makes an invoice with no order. Products added to a staff-created invoice land in Orders once it is paid.
  • Per-item fulfillment. Each line is Pending, Fulfilled, Cancelled or Returned, and the order shows Pending, Partially Fulfilled, Fulfilled or Cancelled. Online lines start Pending until staff fulfill them; point-of-sale lines are fulfilled at the register.
  • Finding work. Orders shows an “items awaiting fulfillment” box for pending work, and a Source filter (POS or Online).
  • Permission. Fulfilling, cancelling or returning items needs Edit Financials.
Refunds. From Store > Orders, a pending item can be cancelled and a fulfilled item returned. See cancel or return a store order item and refund a paid invoice.
  • Stock. A cancel restocks inventory automatically; a return has an optional Restock inventory checkbox.
  • Money. On a paid order, a cancel refunds the customer by default (untick Also refund the customer to skip it), and a return asks for a Refund amount (enter 0 for no refund).
  • Where it goes. Choose Refund to: Original payment method, Record cash refund, or Account credit when the family has an account. A card refund that would take your club past its daily refund limit is held for review.
  • Whole invoice. You can still refund a whole invoice from Financials.
Related: How do I add products to my store? · How do I sell in person at the point of sale? · How do I sell products on my website? · How do I manage and fulfill store orders?