Creating invoices and receipts with Point of Sale is quick and easy with our simple, mobile-friendly interface. Process product sales at multiple workstations simultaneously and print invoices for existing, new and one-time clients.
Once your merchandise, layout(s), and workstation(s) have been created, you are ready to start selling!
How it Works
1. Open a Workstation
In the Point of Sale>Sales subtab:
Choose your workstation. The workstation you choose becomes the default workstation for that computer. If a default workstation has already been assigned, it will open automatically.
You can switch default workstations in the Workstations subtab.
Indicate the amount of cash in the register upon opening the workstation shift.
POS Interface Layout
Section A: This shows the products in the layout linked to the workstation
Search to filter for a product (if necessary). Click on a product icon to add it to the Order form (section B).
If you select a product folder, a sub-window opens allowing you to select products within the folder to be added to the Order form.
To add a custom item (fees only), click +Invoice item at the bottom of the layout, select the type of fee and fill in the details.
You need the Manual invoicing permission (under Clients group) to add a custom fee with the Point of sale.
Click Actions to view (up to) the last 20 invoices created during the shift and/or close the workstation (i.e shift).
Section B: The Order form is where you build your invoice
Search for an existing client or select a New client (only their name is required). If your workstation has a default client selected, all invoices will be logged in the default client's account.
Selecting a New Client creates a client account in the Clients tab.
Select a product in Section A to have it appear in the Order form. Toggle the number of units that will be sold using the + and - buttons, or type in the amount.
Add a note that is visible on the invoice.
Choose Payment method.
2. What to Expect when Clients Pay
Available payment methods are based on the workstation's configuration.
If you accept credit, you can apply a client's available account credit (includes gift card funds) as a means of payment. If the credit covers the entire invoice amount, click the blue Invoice icon to finalize the transaction.
Credit card and eCheck: Enter the necessary payment information. The payment is processed via your merchant account, as it normally would with an online payment in your SmartRec store.
Credit: If the client has account credit, checkthe box to apply credit as payment.
Cash: Simply enter the amount received.
Other form of payment: These payments are recorded in SmartRec but are taken offline, meaning the payment isn't processed through your merchant account.
Payment terminal*: Only available if you have a CardConnect terminal. For more information, contact your Customer Success Manager.
Once the transaction is completed, you can print an invoice and/or receipt from your classic printer or print an invoice only from the thermal printer.
Click Done. The Order form clears and is ready for the next transaction.
3. Close a Workstation (End of Shift)
It's important to close each workstation when finished. A shift can't be closed unless you click on a 'close workstation' button. You can still print an end of shift report before the shift has been closed. Transactions within the end of shift report will include transactions starting from when the workstation was opened until it is closed.
There are two ways to close a workstation:
In the Sales subtab. Click Actions>Close workstation; or
In the Workstations>Shifts subtab. Click the '...' icon>Close workstation.
When closing a workstation, a payment summary is presented to you:
For cash payments, type the total amount of cash in your register.
Add a Closing note if required.
Close workstation.
4. Search for an Invoice
To search, click the Actions button and then 'Search invoices'.
To the left, you can Filter by date and Filter by time.
Use the Filters drop down to filter by workstation, item, client, admin, invoice number, and/or by the last 4 digits of a credit card.
