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How to check out a customer

With our point of sale, you can accept every type of payment, quickly and easily. First, you would add a tableware set to the cart. Then click “Charge”. The customer then swipes (or dips or taps) their card (or phone). They can then choose how they want to receive their receipt, and then click “Send”. A digital receipt goes to customer’s inbox and that’s it. You can accept every type of payment, quickly and easily.

How to add people to your customer list

Help increase engagement through marketing and loyalty programs in just a few taps. In the main menu, click “Customers”, then click the three dots for the drop down menu. Next, you’ll click “Create New Customer”. Then just enter your customer’s info and then click “Save”. Now you can contact them through marketing or loyalty programs to keep them coming back more often.

How to add a customer during checkout

Get a better picture of what your customers like by automatically keeping track of their purchases, preferences, and feedback. While you are checking out a customer, click “Add Customer”. Then in that drop down menu, click “Add Customer”. Select your customer’s name, in this case Antonio, and then add him to the sale. Getting a better understanding of your customers is simple when you can automatically track their purchases, preferences, and feedback.

How to process a refund

It’s simple to return funds to customers and keep your inventory automatically up to date. Simply click “Transactions”, then click on the most recent transaction. Click on “Issue Refund”, then select which items you want to refund. In this case, select “All Items” and then click “Next”. Now you can click “Returned Goods” and click “Refund” in the upper right. And that’s it. Their funds are returned, and your inventory is automatically updated.

How to track your business performance

Access up-to-date sales and inventory reports anytime, anywhere. First, click the report icon in the upper right. Then select “Same Day Previous Year”. Click “1Y” to see year-over-year numbers. Then you can scroll to see your top selling items. With Square it’s simple to access up-to-date sales and inventory reports anytime, anywhere.

How to send funds right to your bank account

Get access to your money right away. Simply click “Instantly Deposit” and your deposit is complete. That’s it. It really couldn’t be easier to access your money right away.

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More resources to help you get started

How to choose the best POS system for your small business

How to calculate BEP and apply it to your business

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