← BookRouter™ Platform Sales & Customers
Point of Sale
- Selling an item and recording a sale The Sell Item button, sale channels, the Sales tab, and when to use Point of Sale, invoices or Bulk Sell instead.
- Point of Sale: ringing up a sale The register: adding items and custom items, customers, channels, sales tax and the Charge sales tax switch, taking payment, and what to do about a mistake.
- Sales channels: where a sale happened The channels every shop starts with, adding your own from the register or the Sell window, and where channels show up in your reports.
- View Sales: receipts, invoices & refunds Every receipt and invoice in one list: the row buttons, the document window, editing invoice details and notes, and full or partial refunds.
- Undoing a sale: refunds, cancellations and deletes Which undo to use for each kind of sale: refund a receipt, cancel an unpaid invoice, delete only a sale recorded by hand. Why receipts are never deleted.
- All Sales: every sale in one list One list of every sale from every channel, where each line comes from, and what you can edit, invoice or delete for sales recorded by hand.
- Point of Sale settings: invoicing and document numbers Turn invoicing on, choose the default payment terms, and set how receipts and invoices are numbered.
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