How to check out a customer
Add an item to the cart.
Customer swipes (or dips or taps) their card (or phone).
Choose email for their receipt.
Then click send.
A digital receipt goes to customer’s inbox.
How to add people to your customer list.
In the main menu, tap “Customers”.
Tap “Create New Customer”.
You’ll enter customer’s info and then tap “Save”.
How to add a customer during checkout.
While you are checking out a customer, click “Add Customer”.
Enter name in search bar.
Select a customer.
Add customer to sale.
How to process a refund.
The most recent transaction is automatically selected.
Tap “Issue Refund”
Tap “Select All Items.”
Tap ‘Returned Goods”.
Funds returned and your inventory is automatically up to date.
How to track your business performance.
Tap the report icon in upper right.
Tap “Same Day Previous Year”.
Tap “1Y” to see year-over-year numbers.
Scroll to see top selling items.
How to send funds right to your bank account
Tap “Instantly Deposit”.
Your deposit is complete.
More resources to help you get started
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