Selling & POS

1 Making a sale on the POS screen Open the POS, add products, choose the customer and take payment — the everyday checkout, step by step. 2 Taking payment — cash, card, split payments and change Use Multiple Pay to split a bill between methods, record the amount tendered and give the right change. 3 Receiving M-Pesa payments at checkout Three ways to take M-Pesa — customer pays your Till/Paybill (automatic), PIN prompt to their phone, or enter the code. 4 Credit sales and pay terms (customer pays later) Sell on credit to a named customer, set when they must pay, and record their payment when it comes in. 5 Drafts, quotations and suspended sales Save a cart for later, give a customer a price quotation, or park a sale while you serve someone else. 6 Discounts, order tax and shipping on a sale Give a discount on one item or the whole bill, apply tax and add delivery charges. 7 Customer returns and refunds Record goods a customer brings back, return them to stock and refund the money. 8 Viewing, editing or deleting a sale Find any past sale, correct a mistake, add a payment, reprint the invoice or delete a sale made in error. 9 Opening and closing the cash register Start each shift with your cash float, check the register during the day and close it with a count at the end. 10 Receipts, invoices and reprinting Print receipts automatically or on demand, reprint old invoices, share a receipt link and change what the receipt shows. 11 Shipments and deliveries Record delivery details on a sale and track each order from ordered to delivered. 12 Faster selling — POS tips and shortcuts Featured products, barcode scanners, keyboard shortcuts and other habits that speed up a busy counter.