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.
Intro and once-per-customer products#
POS checks the same once-per-customer rules used online. If a selected customer already bought an intro or other once-per-customer product, checkout is blocked unless your workflow allows an explicit bypass.
Use a bypass only when you have a clear reason, such as:
- The earlier purchase was refunded and should not count
- A manager approved an exception
- You are correcting a support issue
Add a note that explains the reason. Manual grants remain a separate support workflow and should also include a clear note.
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.
An intro product is blocked for this customer#
The customer may have already bought the same once-per-customer product, or an intro offer that makes them ineligible. Review their product history before using any bypass. If the previous intro was fully refunded, ask the customer to try the normal checkout again or record the sale with a note explaining the refund.
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.