Sales & point of sale

The point of sale (POS) is where you turn a visit into a recorded sale: pick the customer and the staff member, add the services or products sold, take payment (in one method or several), and hand over a receipt. Because every sale flows through one place, your revenue figures, customer history, loyalty points, commission, and payroll all update on their own. No re-keying numbers into a spreadsheet at the end of the day, and no chance of a sale being remembered in one app but missing from another.

Who can do this

Recording sales is a managed action — you cannot open the POS without the right privilege.

Action	Required privilege
Create, edit, or delete a sale	Can Manage Sales (can_manage_sales), or any domain manager
View a sale's detail, print or email its receipt	Can View Sale (can_view_sale)
Apply a discount code at checkout	Can Manage Sales — see the discount note below

Record a sale

1. Open Sales and choose Add Sale.
2. Fill in the Sale details: select the customer, the staff member who performed the work (this drives commission and reporting), the date, and any notes.
3. Build the cart under Services on this sale: search for a service and click Add service, setting the Qty for each line. The subtotal updates as you go.
4. Add a discount code, tip, or custom line if needed (see the sections below).
5. Choose how the customer paid under Payment method — a single method, or several (see Take a split payment).
6. Click Save. You land on the sale's receipt, ready to print or email.

The total recalculates automatically as you add or remove lines. If the sale has no cart lines, the amount you enter on the form is used as-is (a simple single-line sale).

Add custom lines and tips

1. To charge for something that is not in your catalog, click Custom line and give it a name (concept) and a price. Custom lines are snapshotted onto the sale, so deleting a catalog service later never erases or changes a historical receipt.
2. To record a gratuity, enter the tip amount.

Apply a discount code

1. In the cart, type the customer's discount code and click Apply.
2. The code validates and the Total after discount updates instantly. Click Remove to clear it.

Invalid, expired, or used-up codes are rejected automatically. See Discount codes to create and track them.

How a discount affects your numbers

A discount lowers the net revenue the sale records. The amount taken off is stored separately as the discount amount, while the sale amount becomes the post-discount net figure. On the receipt — both on screen and on the printed/emailed PDF — a discounted sale shows three lines:

Subtotal      $100.00
Discount (CODE)  -$10.00
TOTAL          $90.00

When no code applies, only the single TOTAL line is shown. Because reports count the net amount, every discount you apply reduces the revenue, profit, and commission those reports calculate — this is intended, but worth knowing when figures look lower than the list prices suggest.

Take a split payment

A sale can be settled with more than one tender — for example part cash, part card.

1. Under Payment method, the first tender defaults to Cash for the full Total due.
2. Click Split / add another method to add a second tender. Choose its method — Cash, Card, Bank transfer, Check, or Other — and enter the amount. Add a reference (transaction id, last 4 digits) if you like.
3. The cart shows Paid and Remaining as you type. The tenders must add up to the total before you can save.
4. Click Save.

When more than one tender is recorded, the receipt's payment method becomes Split and the receipt shows a Paid with breakdown listing each method and amount. A single tender records that one method as usual.

Generate, print, and email a receipt

After saving, you are on the sale's detail page where you can hand the customer a receipt two ways:

• Print receipt — opens a print-ready copy. You can also download a PDF from the receipt link on the sale.
• Email receipt — sends the customer an HTML receipt with the PDF attached. It uses the customer's email by default, or you can type a different address. Emailing requires the Can View Sale privilege and a working email setup for your organization (see Email setup). If sending fails, the page tells you so you can check the settings.

The receipt is rendered in your organization's language, so a sale in an English- or French-configured organization never produces a Spanish-only ticket.

Create a sale from a booking

When an appointment is marked completed, you can turn it straight into a sale without re-entering the customer, staff, or services — the booking details carry over to the cart.

1. Open the completed booking on the calendar.
2. Choose to create a sale from it.
3. Review the pre-filled cart, add any tips or extras, take payment, and confirm.

Payment status

Every sale carries a payment status. New manual sales default to paid; gateway-captured sales (card / OXXO / SPEI) start pending until the provider confirms.

Status	Meaning	Counts toward revenue / commission / tips?
Paid	Money collected	Yes
Pending	Will be settled later	Yes (treated as collectible)
Failed	Capture failed	No — excluded
Refunded	Money returned	No — excluded

Reports and totals use only the realized sales — everything except failed and refunded. So when you refund a sale, its revenue, profit, commission, and tip totals drop back out of every report and dashboard automatically; you do not adjust figures by hand.

How a sale flows through the system

Recording one sale touches several modules at once. Knowing this helps you understand why the numbers move where they do.

• Analytics & reporting — net revenue, profit, and per-employee performance update from the sale's amount and attributed staff member. Refunded/failed sales are excluded.
• Loyalty — a paid sale credits the customer's loyalty balance, but only if the customer is enrolled in an account under an active loyalty program. A non-enrolled customer earns nothing. Points are calculated on the net amount (points per currency × amount), and include the tip only if the program is set to earn on tips. There is no manual point tracking.
• Payroll & commission — the attributed staff member drives commission, and the tip is paid out untaxed via payroll to the tip recipient.
• Customer history — linking the customer keeps their visit and spend history complete, which makes follow-ups and promotions far easier than scattered notes.
• Inventory — products sold draw down stock.