POS Getting Started

Getting your Point of Sale up and running is straightforward. Follow this checklist and your team will be ready to ring up sales in no time.

Set up your store locations and create Terminal profiles for each checkout station.

Link each payment method (cash, card, bank transfer) to the right accounting ledger so your books stay clean from Day 1.

Make sure your POS items and pricing are active and stocked before opening any Sessions.

Standardize how your team opens sessions, processes checkouts, and closes out the register at the end of the day.

After each shift, validate your invoices and payments against your cash drawer and bank records. Catch discrepancies while they’re fresh.