Point of Sale: sell services, products and take payment
Point of Sale in the sidebar is where you record sales: ring up anything a client buys and take payment, whether or not they came in with a booking. It records sales and receipts but is not a fiscal cash register; if local law requires a fiscal cash register or system, that is separate.
Find what you're selling
Use the All / Services / Products / Packages / Gift cards filter chips to narrow the catalog, or search by name, code or category. The Operator dropdown records who's ringing up the sale, and defaults to whoever is signed in.
- Click a service or product to add it to the cart - out-of-stock products can't be added.
- Selling a package needs a client attached to the sale first; a warning appears until you add one.
- Gift cards have no fixed amounts: pick a preset (€25/€50/€100) or type a custom sum, then Add.
Build the cart
Attach client (or leave for walk-in) links the sale to a client record, or skip it for a walk-in sale. With a client attached, the sale also gets a paid invoice (the Invoices tab); without one, it gets only a receipt. Adjust a line's quantity or remove it with the ✕ next to it. Use ⋯ > Add cash tip to add a cash tip, or ⋯ > Clear cart to start over. If the clinic has promo codes on, or the client has a loyalty reward available, you can apply either one above the totals - applying one clears the other. In the appointment window (after Send to POS) there's no Back to items link: use Add more services under the cart to return to the catalogue (on the Point of Sale page on a phone, Back to items is still there).
Take payment
Under the totals, the Payment block lists the payment methods as tiles. It looks the same on the Point of Sale page, in the appointment window (after Send to POS) and on a phone: Card is one big tile on top, and Cash, Bank transfer, Gift card and - only if you've switched it on - Stebby sit in a row of small tiles underneath. The till starts on Cash, so before you charge, pick the tile of the method the client is really paying with. To divide the total across several methods, press Split payment in the block's header. Choosing Gift card always opens the split view, since a card's balance may not cover the whole sale; enter its code and Check the balance before charging it. If the sale is linked to a booking with money already paid online, that appears as a Paid online tender automatically.
Press the Charge €X ·
Paying with Stebby
Stebby is a sport and wellness benefit that employers give their staff. The money itself moves in Stebby's own Cashier in your Stebby partner account: find the client by personal ID code or ticket code and press Pay (an on-site purchase) or Mark as used (a ticket bought in advance). In Tervita you record how the sale was paid, so revenue, the payment mix and Stebby payouts line up.
- Stebby paid the whole amount - pick the Stebby tile and charge the sale.
- The Stebby balance didn't cover it - the client pays the rest at the counter. Pick the Stebby tile, then press Split payment: Stebby stays as the first row. Lower it to the amount Stebby actually took, press Add tender for the rest (for example Card) and wait for Balanced.
- In Stebby code, enter the transaction number or ticket code from Stebby. It's optional, but it makes reconciling Stebby payouts much easier later. The code is kept on the Stebby row. Staff can see it afterwards: in Receipts, next to Stebby in the Payment column ("Stebby €40.00 (code STB-1001)"), under the payment method in the invoice list, in the invoice view on screen (it isn't printed on the invoice), and as a Stebby code line on the on-screen receipt - after the sale and when you reopen the receipt. It's never printed on the client's receipt.
Stebby is off by default for every clinic, so there's no Stebby tile in Point of Sale until you switch it on: Company details in the sidebar (the Organization group) → the Point of Sale card → We accept Stebby. The switch saves immediately - there's nothing to press afterwards. The card is shown to clinics in Estonia, Latvia and Lithuania and to any clinic where Stebby is already switched on; only people who can edit the organization's details (the owner and an office manager) see it. It's no longer in Booking settings. Stebby payments already recorded stay on receipts and in reports either way.
Receipts and refunds
Once a sale completes, View receipt shows the organization name, line items, net/VAT/discount/total, payment method and, for a gift card sale, its code - shown once, so read it to the client or hand it over before closing. Print / Save PDF or Done to close. A receipt reopened from Recent sales shows the payment methods the sale was actually paid with. If the sale was paid with Stebby and you entered a code, staff see a Stebby code line on the receipt after the sale and on a receipt opened from Recent sales or from Billing & Invoicing → Receipts. It is on screen only and is never printed on the client's receipt.
To refund one, find it under Recent sales and click Refund. Select the exact items and quantities being returned - partial refunds are fine - enter a required refund reason, and confirm. Each refund issues its own correction document; the original receipt is never edited.
Before you confirm, the refund window shows How the money goes back: Tervita records the refund on the receipt's original payment methods in a fixed order - cash first, then card and the rest, Stebby last - the cash row says Hand it to the client from the till and the Stebby row says Returned by Stebby. So a small refund of a Stebby + cash sale is all cash. When part of the refund lands on Stebby, the window also reminds you that Stebby returns that part to the client - email info@stebby.eu with the client's name, the service, the amount and the purchase date. Tervita records the refund for your reports; the refund method can't be chosen.
Reconciling Stebby payouts
- Open Billing & Invoicing and switch to Receipts. The Payment column shows how each receipt was paid, for example "Stebby €40.00 (code STB-1001) · Card €20.00"; refunds show with a minus. The summary - the number of receipts and their total - sits to the right of the Invoices / Receipts tabs.
- Press Export CSV at the top of the page - as on Invoices, it opens the filters. Set the period with From and To and choose Payment method → Stebby (there's a Status filter too). The fields narrow the list as well as the CSV. The summary next to the tabs then adds the Stebby total on its own ("5 receipts · €324.00 · of which Stebby: €80.00") - the receipts' total also includes the cash or card part of split sales.
- Press Export CSV in the panel. The file holds only the filtered receipts: the payment breakdown, one amount column per payment method and a Stebby code column.
- Compare it with Stebby's "Sale transactions" export for the same period - by amount and date, and by code too if Stebby's export has a transaction number or ticket code.
The list covers the whole period. If a period holds more than 5,000 documents, a notice asks you to narrow the dates, and the CSV export stays off until you do.
Recent sales and today's figures
Sales today, Revenue today and Clients today always reflect today, regardless of the history filter below them. Recent sales lists receipts with client, total, time and status (Completed, Partially refunded, Refunded, Voided, Pending); filter by Today / 7 days / 30 days or an exact date.
Good to know
- A sale opened from an appointment (via Send to POS) links back to it, so completing payment marks that appointment paid.
- Every sale and refund records which operator processed it.
- Receipts print in the clinic's own client-facing language, which may differ from the operator's dashboard language.
- For the step-by-step routine after a visit - cash, card, Stebby, bank transfer, fixing mistakes and the end-of-day check - see Payment after a treatment.