The checkout screen

The two halves of checkout: the customer and the items on the left, the payment on the right, and the bar that adds things to the order.

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Checkout turns a visit into an invoice. Open it from Checkout in the sidebar, from Checkout & Pay on a booking, from Create Invoice in Billing & POS, or with the g x shortcut.

The screen

On the web

The checkout screen with a customer, two services and the payment summary
The checkout screen with a customer, two services and the payment summary

The left half: who and what

  1. The customer at the top. Registered customers show their visit count, last visit and membership; a walk-in shows just a name and phone. Change swaps the customer.
  2. The items grid: one row per service, product, package, membership or gift voucher, with its Provider, Qty, Price, Discount and what is Due for the row. When the business books rooms there is a Room column too.
  3. Benefit bars appear between the two when the customer has a membership, a package or a gift card with included visits. They let you apply the benefit to the order.
  4. The add-items bar along the bottom: Service, Product, Package, Membership, Voucher and Note. Each opens a picker; each has a single-letter shortcut.

The right half: the money

The Payment panel adds up Services, Products, Packages, Memberships and Gift Vouchers, subtracts discounts and credits, adds Tax (CGST + SGST) and any Round off, and shows the Total Payable. Below it: a gift card code box, Loyalty Points, an Advance line for customers with a wallet balance, and the Payment method rows.

Two buttons finish the job. Book Appointment saves the order as a booking for later without taking money. Checkout & Pay takes the payment and creates the invoice; it reads Checkout · Save Due when the tenders do not cover the total.

In the app

Tap Checkout in the tab bar, or Checkout & Pay on a booking. The phone splits the same job over two screens.

The Checkout tab before anything is added
The Checkout tab before anything is added
  1. The customer card at the top. Add customer opens the picker; a chosen customer shows their last visit and membership, with More details for the rest. Tap the card to change them.
  2. Items: one card per service, product, package, membership or gift voucher, with its quantity, price, Provider and Discount. Add item opens the picker.
  3. Notes holds a line for staff about this visit.
  4. The footer shows the Total. Continue to payment goes to the second screen; Book only saves the order as a booking without taking money.
The Checkout tab with a customer and a service in the order
The Checkout tab with a customer and a service in the order

The Payment screen is the right half of the web page: the totals, gift card, loyalty points, advance and the payment methods, with the button that takes the money at the bottom.

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Last updated 25 Sept 2026Something wrong or missing? Tell us.