[{"data":1,"prerenderedAt":249},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale":3,"help-siblings-en-daily-operations":241},{"id":4,"title":5,"body":6,"category":229,"description":230,"draft":231,"extension":232,"meta":233,"navigation":235,"order":236,"path":237,"seo":238,"stem":239,"__hash__":240},"help_en\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale.md","Point of Sale: sell services, products and take payment",{"type":7,"value":8,"toc":219},"minimark",[9,13,21,26,37,54,58,76,80,117,131,135,149,160,164,200,204],[10,11,5],"h1",{"id":12},"point-of-sale-sell-services-products-and-take-payment",[14,15,16,20],"p",{},[17,18,19],"strong",{},"Point of Sale"," in the sidebar is your till: ring up anything a client buys and take payment, whether or not they came in with a booking.",[22,23,25],"h2",{"id":24},"find-what-youre-selling","Find what you're selling",[14,27,28,29,32,33,36],{},"Use the ",[17,30,31],{},"All \u002F Services \u002F Products \u002F Packages \u002F Gift cards"," filter chips to narrow the catalog, or search by name, code or category. The ",[17,34,35],{},"Operator"," dropdown records who's ringing up the sale, and defaults to whoever is signed in.",[38,39,40,44,47],"ul",{},[41,42,43],"li",{},"Click a service or product to add it to the cart - out-of-stock products can't be added.",[41,45,46],{},"Selling a package needs a client attached to the sale first; a warning appears until you add one.",[41,48,49,50,53],{},"Gift cards have no fixed amounts: pick a preset (€25\u002F€50\u002F€100) or type a custom sum, then ",[17,51,52],{},"Add",".",[22,55,57],{"id":56},"build-the-cart","Build the cart",[14,59,60,63,64,67,68,71,72,75],{},[17,61,62],{},"Attach client (or leave for walk-in)"," links the sale to a client record, or skip it for a walk-in sale. Adjust a line's quantity or remove it with the ",[17,65,66],{},"✕"," next to it. Use ",[17,69,70],{},"⋯ > Add cash tip"," to add a cash tip, or ",[17,73,74],{},"⋯ > 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.",[22,77,79],{"id":78},"take-payment","Take payment",[14,81,82,83,86,87,90,91,90,94,97,98,101,102,105,106,108,109,112,113,116],{},"Pick a ",[17,84,85],{},"Payment"," method - ",[17,88,89],{},"Cash",", ",[17,92,93],{},"Card",[17,95,96],{},"Bank transfer"," or ",[17,99,100],{},"Gift card"," - or turn on ",[17,103,104],{},"Split payment"," to divide the total across several methods. Choosing ",[17,107,100],{}," always opens the split view, since a card's balance may not cover the whole sale; enter its code and ",[17,110,111],{},"Check"," the balance before charging it. If the sale is linked to a booking with money already paid online, that appears as a ",[17,114,115],{},"Paid online"," tender automatically.",[14,118,119,120,126,127,130],{},"Press the ",[17,121,122,123],{},"Charge €X · ",[124,125],"method",{}," button to complete the sale (",[17,128,129],{},"Charge €X · Split"," when splitting).",[22,132,134],{"id":133},"receipts-and-refunds","Receipts and refunds",[14,136,137,138,141,142,97,145,148],{},"Once a sale completes, ",[17,139,140],{},"View receipt"," shows the organization name, line items, net\u002FVAT\u002Fdiscount\u002Ftotal, payment method and, for a gift card sale, its code - shown once, so read it to the client or hand it over before closing. ",[17,143,144],{},"Print \u002F Save PDF",[17,146,147],{},"Done"," to close.",[14,150,151,152,155,156,159],{},"To refund one, find it under ",[17,153,154],{},"Recent sales"," and click ",[17,157,158],{},"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.",[22,161,163],{"id":162},"recent-sales-and-todays-figures","Recent sales and today's figures",[14,165,166,90,169,172,173,176,177,179,180,90,183,90,186,90,189,90,192,195,196,199],{},[17,167,168],{},"Sales today",[17,170,171],{},"Revenue today"," and ",[17,174,175],{},"Clients today"," always reflect today, regardless of the history filter below them. ",[17,178,154],{}," lists receipts with client, total, time and status (",[17,181,182],{},"Completed",[17,184,185],{},"Partially refunded",[17,187,188],{},"Refunded",[17,190,191],{},"Voided",[17,193,194],{},"Pending","); filter by ",[17,197,198],{},"Today \u002F 7 days \u002F 30 days"," or an exact date.",[22,201,203],{"id":202},"good-to-know","Good to know",[38,205,206,213,216],{},[41,207,208,209,212],{},"A sale opened from an appointment (via ",[17,210,211],{},"Send to POS",") links back to it, so completing payment marks that appointment paid.",[41,214,215],{},"Every sale and refund records which operator processed it.",[41,217,218],{},"Receipts print in the clinic's own client-facing language, which may differ from the operator's dashboard language.",{"title":220,"searchDepth":221,"depth":221,"links":222},"",2,[223,224,225,226,227,228],{"id":24,"depth":221,"text":25},{"id":56,"depth":221,"text":57},{"id":78,"depth":221,"text":79},{"id":133,"depth":221,"text":134},{"id":162,"depth":221,"text":163},{"id":202,"depth":221,"text":203},"daily-operations","Ring up services, products, packages and gift cards, take payment, and print or refund a receipt from the till.",false,"md",{"key":234},"daily-operations\u002Fpoint-of-sale",true,1,"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale",{"title":5,"description":230},"help\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale","4zIz0882vR-fzCrwS3MQkB9dOMRZvXQoWVpT733tGQs",[242,243,246],{"path":237,"title":5},{"path":244,"title":245},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fschedules-and-shifts","Schedules: shifts, days off and vacations for your team",{"path":247,"title":248},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments","Managing appointments: book, move, cancel and track status",1785780589638]