How do I ring up a sale at the front desk?

Take a payment is the register. It works like a point-of-sale app and is made to work well on a phone or tablet. Use it for spectator fees, drinks, shirts, gear or any amount.

Before you begin

• To take cards in person you need a card reader: How do I add a card reader?. Cash and the other ways need nothing extra.
• Products must be added first. Owners add them in Shop > Products and tick Front desk. Without products the page says "No products at the front desk yet." You can still use Custom sale.

Steps

1. Open Take a payment under Front desk.
2. Tap a product tile to add it. Tap again to add more; the badge on the tile shows the quantity. A product with sizes or options asks you to choose. With more than six products, a search box appears.
3. For something else press Custom sale, type the amount on the keypad and choose what it counts as.
4. Optional: press Add customer and search by name, email or phone to attach the sale to a contact. Their cards on file show here.
5. Check the cart (on a phone, press View cart) and press Checkout.
6. Choose how they pay:
   • Card reader: the screen says Waiting for the card. The customer taps, inserts or swipes. Use Try the card again if it fails, or Cancel.
   • Card on file: charge a saved card of the customer you added.
   • Cash: tap an amount or Exact, or type Cash received. The screen shows Change due.
   • Card on another machine or Other: these only record the sale. The money is taken somewhere else.
7. When it says Payment complete, choose Email a Receipt and type their address, or No receipt, then press New sale.

What you'll see

• If sales tax is on, the cart shows the tax or says it is added at checkout, and the sheet quotes the total first.
• Today at the front desk at the bottom lists today's sales by how they were paid, with a running total.
• Sales appear in Payments, and in QuickBooks on the right line.
• Selling a size lowers that product's count on the shelf.

Troubleshooting

A way to pay is missing. An owner hid it. See How do I choose the ways to pay at the front desk?.

The reader will not start. Check that the reader is online on Settings > Card readers, or use another way to pay.

I need to refund a front desk sale. Refund it in your Stripe Dashboard; the register has no refund button.

A product is missing. An owner or manager needs to tick Front desk on it under Shop > Products.