Processing Sales

This is the core POS workflow — adding items to the cart, adjusting quantities, linking a client, and completing the payment.

Basic Sale Workflow

1. Add Items to Cart
   Click items in the product grid or use the search bar to find them. Each click adds one unit to the cart.
2. Adjust Quantities
   In the cart, use the +/- buttons or type a number to change quantities. Click × to remove an item entirely.
3. Link a Client (Optional)
   Click Add Client to link the transaction to a client record. This is required for billing integration and receipt emails.
4. Review the Total
   Check the subtotal, any applicable tax, and the final total at the bottom of the cart.
5. Select Payment Method
   Click Card, Cash, or Split for multiple methods.
6. Complete the Transaction
   For cards: the client taps, swipes, or enters their card. For cash: enter the amount tendered and the system calculates change. Click Complete Sale.
7. Offer Receipt
   Ask the client if they want a receipt (print, email, or text). Click the appropriate option.

Split Payments

If a client wants to pay with multiple methods (e.g., $30 on card and $20 cash):

1. Click Split
   The split payment form appears.
2. Enter Amounts per Method
   Enter how much to charge to each payment method. The system ensures the total matches.
3. Process Each
   Process the card payment first, then record the cash amount.

Voiding an In-Progress Sale

If you need to cancel a sale before completing it, click Clear Cart to remove all items and start fresh.

Quick Reference