Transaction Screen Help
Here’s a quick guide to the functions at your register. It’s also available on your register by tapping Help from your Control Panel.
Running a Sale
Every sale is made up of a few things: the customer’s order, available inventory, and tender(s) the customer is paying with. Below is a quick introduction to running a sale. Click here to learn more ways to run a sale.
View our basic sale video.
2 Tender the transaction.
Issuing Gift Cards
Gift Cards are sold like any other item on your register. Setting open pricing from your BackOffice lets you choose the value when you sell it.
View our Gift Card video below.
1 Tap to add the Gift Card item to a sale.
2 Use the keypad to enter an amount. Press Done.
3 Choose a tender to process the sale as usual.
4 Swipe the gift card to activate it.
5 Finish the sale and print/email a receipt.
Saving a Check
Save a sale with a name and/or time, then start a fresh check for the next customer. For more on managing checks, click here.
1 Add items to the check as usual.
2 Tap Save to create a check for later.
3 Leave as Walk-in with timestamp, or name it by typing or swiping their card.
4 Save the check and you’re ready to run a new sale. The check with the items on it are held until rung up.
Performing a Return
Reverse transactions at your register by processing a return. Click here to learn all of the different ways!
2 Choose a sale from the current shift and tap Begin Return.
3 Swipe left and tap Delete to remove items NOT being returned.
Items left on the screen will be returned to the merchant and refunded to the customer.
4 Choose a tender to return to the customer.
If you receive the ‘Already returned’ pop-up, the transaction was previously returned.
5 Select Print or Email Receipt (optional) and tap Done.
At the end of each transaction, you’ll see print options to allow your customer to choose how they want to receive their receipt.
Email Receipt – A copy of the sales receipt is sent to an email address.
Print Receipt – A copy of the sales receipt prints out at your receipt printer.
Print Gift Receipt – Print a copy of the sales receipt without the price.