Use Point of Sale when a staff member sells a product in person.
The POS flow is built around three choices: customer, product, and payment method.
Open POS#
Go to Point of Sale from the Admin sidebar.
You need POS access to view the page. You need POS management access to complete checkout.
Complete a sale#
- Select the customer.
- Choose the product.
- Review the cart.
- Choose the payment method.
- Add a reference number or notes when needed.
- Complete checkout.
- Review the confirmation.
If checkout is disabled, your role may only allow POS viewing.
Payment methods#
POS can be used for in-person payment workflows such as cash, card, bank transfer, or other offline methods depending on your business setup.
For online card processing, use the payment tools supported for your connected account.
Receipts and records#
POS creates a record of the sale. Use notes and references when the payment method needs extra context, such as a bank transfer reference or cash register note.
After checkout, review the customer record and payments page if you need to confirm the sale was recorded as expected.
Common issues#
I cannot complete checkout#
Check that a customer and product are selected, then check whether your role can manage POS.
The product is not visible#
Check that the product is active and available for sale.
The customer is not visible#
Search by email or name. If the person is new, create or add the correct customer or guest record through the available customer workflow.