POS checkout and payments

Use these procedures to take payment at the register. The checkout is where the POS operator collects money for a sale, and the method you follow depends on which payment types your store has enabled.

Video demo

Available payment methods

You can only take payment using the methods your store has already set up. A retail business might enable cash and credit card. A business selling to other businesses might also accept cheques or account payments. To enable or rename a method, see Configure POS payment methods. To let a customer pay on their own phone or computer, see Take payment with a payment link at POS.

Before you start

• The products have been scanned or added to the POS cart.
• The payment method you intend to use is enabled for your store.

Process a POS payment

Before taking payment, you can also add a customer to the transaction, park the cart, or enter a returned item amount.

When the customer is ready to pay, select Checkout, then follow the procedure for their payment method.

Cash

1. Select Cash as the payment method and enter the amount received from the customer.
2. Select Pay [Amount]. The cash drawer opens and a receipt prints.
3. Issue the change shown by the register calculation.
4. If the customer wants a receipt, hand them the printed copy.

Credit card (manual, non-integrated)

1. Swipe the customer’s card and complete the transaction on the device.
2. Print the device receipts.
3. On the POS screen, select Card (manual) as the payment method.
4. Enter the Reference Number from the card transaction receipt, and the amount.
5. Select Pay [Amount] to finalize the POS transaction.
6. Hand the customer the device receipt and the POS receipt.

Credit card (Linkly integrated EFTPOS)

The terminal must be paired to the register before you can take a Linkly payment. See Linkly for setup and pairing steps.

1. Select Linkly as the payment method.
2. Confirm the payment amount, then select Take payment.
3. The EFTPOS terminal prompts the customer to tap, insert, or swipe their card.
4. The POS polls the terminal automatically until the transaction completes.
5. On success, the payment is recorded and the order is finalized.

Select Cancel transaction to stop waiting on the terminal. If the POS closes or loses its connection part way through, the terminal may take the payment without the POS recording it. The next time you sign in on that register, a recovery prompt offers to record it. See transaction recovery for what each outcome means.

If the POS shows Transaction failed, no payment was recorded. The reason underneath says whether the terminal was offline or the card was declined. See failed payments for what to do in each case, and when the customer says they were charged.

Credit card (Tyro or another integrated card device)

1. Select the credit card payment method.
2. Swipe the customer’s card and complete the transaction on the device.
3. Print the device receipt.
4. Wait for the POS screen to finalize the transaction automatically.
5. If it does not finalize automatically, select Pay [Amount].
6. Hand the customer the device receipt and the POS receipt.

Cheque

1. Select Cheque/Check as the payment method.
2. Enter the cheque details and amount.
3. Select Pay [Amount]. The cash drawer opens so you can file the physical cheque.
4. Hand the customer the POS receipt.

Bank transfer

1. On the POS screen, select Bank transfer as the payment method.
2. Enter the Receipt or reference number for the transfer, which the customer provides.
3. Enter the full amount.
4. Select Pay [Amount] to finalize the transaction.
5. Hand the customer the POS receipt.

Pay by link

Select Pay by link when the customer will pay on their own device instead of at the counter. The register emails them a link or shows a QR code, and the order stays open with a balance owing until they pay. See Take payment with a payment link at POS.

Whichever of these methods you use, apart from pay by link, the order is created against the shift with the payment recorded, the balance reaches 0.00, and the order appears in the Orders list.