# Complete a POS sale

Ring up a sale and complete checkout on web POS

Canonical URL: https://www.naayya.com/help-center/complete-a-pos-sale
Category: payments
Last updated: 2026-11-08T15:00:00Z

# Complete a POS sale

Open [Point of Sale](/help-center/point-of-sale#open-pos) in Admin. This guide covers web POS and the **New sale** window.

## Complete a sale

1. Add the item or select the customer first.
2. Before charging for a class booking, pack, membership or gift card, select a customer. Retail products can be sold to a walk-in without a customer. For someone new, [add a customer](/help-center/add-a-customer-in-pos).
3. Review the order, then select **Checkout** and the total. The **Checkout** screen shows who the sale is for, each item and the total to pay. To change the order, select the back arrow.
4. Choose a payment method shown for your business.
5. Add a reference number or notes when useful.
6. [Apply a discount](/help-center/give-a-pos-discount) if needed.
7. Under **Receipt**, choose a [receipt option](/help-center/give-a-pos-receipt).
8. Select **Charge** and the amount.
9. Review **Sale complete**, then select **New sale** or **Close**.

The **New sale** window on a customer's page or a class list takes the same two steps: choose the item, select **Checkout**, then pay.

On web POS, **Select a customer before charging.** under **Checkout** means the item is ready but still needs its customer. Search by name or email and select the person. If you opened **New sale** from a customer's profile, that customer is already selected and stays fixed for the sale.

## Find what you want to sell

Tabs show the items available to sell. **Classes** also appears on days with no classes if **Classes** is on under **Admin > Settings > Offerings**. **Passes & packs** and **Memberships** require **Classes** or **Services** to be on there. Select an item and choose a price or variant if prompted.

For several shop or bar items, [sell them together in one cart](/help-center/sell-retail-items-in-pos).

## Intro and once-per-customer products

Checkout can block a repeat purchase or an intro offer the customer is ineligible for.

Check the customer's purchase history and the product details first. If your business has an approved manual-grant or support workflow for an exception, follow that workflow and record the reason.

If an earlier purchase was fully refunded, try the normal checkout again. If it is still blocked, ask your business owner or support team what to do.

## I cannot complete checkout

Check that the required customer and item are selected, then check whether your role can manage POS. A role may allow you to view POS without completing checkouts. If POS asks for a shift, [open one before charging](/help-center/manage-a-pos-shift#open-a-shift).

## The customer is not visible

On web POS, search by name or email with at least two characters. If the search says **Could not search customers. Try again.**, select **Try again**. A failed search does not mean the person is missing.

If the search completes with no matches, check the spelling or try the email address. If the person is new, select **Add as a new customer**. See [Add a new customer at the till](/help-center/add-a-customer-in-pos).