The POS (Point-of-Sale) module seamlessly integrates your business's services and retail sales into a single, convenient system. Process sales in seconds, generate invoices, manage finances, and accept payments in any way that suits you and your clients best. Everything you need for smooth operations is built in.
Now, let’s explore step by step how to use the POS system for fast and hassle-free order processing.
- How to access the POS module
- How to create a new order
- How to add products and services
- How to add or select a client for an order
- How to process order payment
- What payment methods are available
- How to complete an order and process payment
- Where to find and manage invoices after a sale
- How to process a refund
- What different order and invoice statuses mean
- Where to configure taxes and invoice settings
- How to view reports and manage finances
- Can I cancel a paid but still open order
- Can I refund or modify payment for a closed order
How to access the POS module
Log into your EasyWeek account and find the POS section in the main menu on the left. Click POS to access the available tabs:
- Orders: manage all sales
- Invoices: view and process invoices
- Finance: access analytics and reports
- Transactions: track payment history
- Accounts: manage your accounts
- Online payments: set up payment processing
- Tax rates: adjust tax settings
- Invoice settings: configure invoice formats and other parameters
- Types: create and manage transaction types
Everything you need to manage your sales is right here.
How to create a new order
To place a new order:
- Go to POS → Orders.
- Click New Order in the top right corner.
- On the New Order screen, you can add Bookings, Products, Gift Cards, or Services to the cart.
How to add products and services
The New Order screen has four main tabs: Bookings, Products, Gift cards, and Services. You can add any of these when creating a new order.
Bookings:
- Open the Bookings tab to view upcoming and existing client appointments.
- Select the required booking – it will automatically appear in the cart on the right.
Products:
- Open the Products tab.
- Browse available items by category (if applicable).
- Select a product – it will be added to the cart.
- To add more products, simply repeat the process.
Gift cards:
- Go to the Gift cards tab.
- Choose the desired option (e.g., St. Valentine’s Day).
- Click on the gift card – it will be added to the cart.
Services:
- Open the Services tab.
- Select a service (e.g., Cocktail makeup).
- The service will automatically be added to the order.
All selected items will be displayed in the cart on the right.
How to add or select a client for an order
By default, a new order is created for an anonymous client. To select a client:
- Use the dropdown menu in the top right corner of the New order screen.
- Choose an existing client or add a new one. Once selected, the client’s name and phone number (if provided) will appear in this field.
How to process order payment
- After adding all items to the cart, click Pay in the bottom right corner.
- If the order is not ready for payment yet, click Save to keep it as a draft.
What payment methods are available
When finalizing an order on the Payment page, you can choose from the following payment methods:
- Cashier: payment in cash or in person.
- QR code: generating a code for the client to scan and pay.
- Link: sending a link for online payment.
- Gift card: deducting funds from a previously purchased certificate (If paying fully with a certificate, a cash register must still be selected).
You can also apply discounts and add notes to the order.
How to complete an order and process payment
To finalize an order:
- Select a payment method and ensure the amount is correct. If paying in cash, confirm the total in the Amount due section.
- Click Pay now to complete the transaction.
After payment, a Sale completed confirmation screen will appear, displaying the order status, invoice details, and any staff comments.
Where to find and manage invoices after a sale
- Go to POS → Invoices. This section contains all issued invoices.
- The list displays invoice statuses (Paid, Canceled, etc.), net amount, taxes, total amount, and creation date.
- Need an invoice? Click … (More Options) to download or share it instantly with the client.
How to process a refund
- Go to POS → Orders and find the order you want to refund.
- Open the order to view its details.
- Scroll to the bottom and click Refund.
- Confirm the refund process.
What different order and invoice statuses mean
- Completed: the sale has been successfully paid and processed.
- Refunded: the order has been partially or fully refunded.
- Unpaid: the order was created, but payment has not been received.
- Canceled: the sale or invoice was voided and is no longer valid.
Where to configure taxes and invoice settings
To manage taxes, go to POS → Tax rates, where you can set the applicable tax percentages for products and services.
In POS → Invoice settings, you can adjust the invoice numbering format and add default notes.
How to view reports and manage finances
- Finance: a quick overview of your sales for any selected period.
- Transactions: a complete record of all payments, including online payments, cash, and gift cards.
- Accounts: manage bank accounts and other payment channels.
Can I cancel a paid but still open order?
Yes, a paid order that has not yet been closed can be canceled.
Can I refund or modify payment for a closed order?
Yes, you can refund a paid invoice from a closed order, but reopening a closed order is not possible.
If you need to change the payment after closing an order, create a new order:
- Go to POS → Orders.
- Click New order in the top right corner.
- Open the Services tab and add the required services.
- Select the correct client and service provider. (You can also select the seller)
- Complete the sale.