Orders
Create orders and find the transactions you need.
How do I create an order?
Start a new order and choose the customer or record to associate.
Read article →How do I find an order?
Narrow the orders list by date, customer, status, and other filters.
Read article →How do I create an order or take a payment in person?
From the dashboard or POS device, click + Create New Order, associate a customer if needed, add Products or Services, then Proceed to Payment.
Read article →How do I refund an order if a customer was unhappy with an item?
Open the order, click the three-dot menu in the top right, choose Cancel & Refund.
Read article →How do I split a bill?
Open an unpaid order, then use Process Payment and Share to Terminal to choose a split method.
Read article →How do I give a customer an invoice?
Issue an invoice for a paid order from its Documents menu.
Read article →How do I choose whether voids print in the kitchen?
Set the sublocation's Void tickets option to print automatically, ask staff, or never print.
Read article →How do I merge two open tabs?
Choose the tab to keep and move the other tab's products into it.
Read article →How do I open a tab using guest names?
Identify a tab without creating a customer profile.
Read article →How do I correct the buyer on an issued invoice?
Re-issue the invoice: a credit note cancels it and a new invoice goes to the corrected buyer.
Read article →