Charge Point of Sale (POS)

Charging a client in person for a service, class, package, product, or any other item is easy when tapping charge from the home screen. From charge, you can charge an existing client, charge a new client, charge someone without adding them to your client list, and send receipts after payment. 

Quick Setup

From the home screen, tap charge.

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Detailed Setup

From the home screen, tap charge. You'll see a keypad for the option to enter a price or you can tap on items and include items that are already in your PocketSuite account.

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For items that aren't in PocketSuite, you can add a description to label the custom item.. 

To check the items that you have for this charge, tap Current Sale at the top of the screen. Then, you'll see a list of items currently being added for charge.

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You can swipe from right to left to delete any items you don't want to include. If you need to clear all items, tap the X at the top then double tap the delete button on the bottom left. 

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When you're all set and ready to charge, tap the Charge button.

PRO TIP: If you have gratuity turned on, you'll see the options after you tap charge.

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If you don't have a card reader or it's a recurring client that you want to store information on, you can tap add client on the screen. If not, you can tap charge only if you have a card reader. 

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Once the card is finished charging, you'll get a notification that it is complete and then you can email or text the client a receipt. If you added a client before charging, you the receipt will automatically be sent to the client.

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Then, you're all set and good to go!

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Check out the video below for a guided tour:

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