Point of Sale Overview

Collect payment in person: card, cash, invoice, or estimate — all from one screen.

Getting started

1. Open POS from the dollar-sign icon.
2. Build the order via keypad or catalog.
3. Link a customer contact.
4. Review, apply discounts.

Choosing how to complete the sale

Collect payment immediately (tap-to-pay, reader, manual, cash), convert to an invoice, or convert to an estimate — most details carry over automatically.

Why this matters

One module handles payment, invoicing, and estimates from the same order.