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Mobile: How to Create a Point of Sale Order
Mobile: How to Create a Point of Sale Order
Updated over a year ago
  1. From the top left-hand corner, tap the hamburger icon.

  2. Tap Point of Sale > Sales.

  3. Choose the "Location" from the drop-down.

  4. Tap the "Product" you want to add to the cart.

  5. Tap Add to Cart > Continue Shopping to add more items or Charge Now to begin checkout.

  6. Review the Order Summary, apply discounts if applicable, and tap Continue.

  7. Create an account using the Guest Sale tab or tap Find to search for and select an existing account.

  8. Tap Continue.

  9. Choose your payment method and complete any applicable information.

    • For invoice transactions, if you do not want to use the default due date set in the Billing Manager, tap the blue Edit icon.

  10. Tap Complete to process the charge.

  11. From the Process Payment screen, you can either tap Close to exit --OR-- Send Email to send a PDF and/or Excel receipt to any email address(es).

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