Sales & POS

Sales is where every transaction lives. Any time money moves — a walk-in pays for a product, an appointment is checked out, a gift card is issued, a refund is processed — there's a sale record behind it. You'll also use it to run the cash register, review the day's takings, and issue credit notes.

• Ring up services and products in a guided checkout flow.
• Take split payments across cash, card, bank transfer, online, installments and more.
• Issue, reload, and redeem gift cards.
• Create credit notes for future use against a client's balance.
• Open and close a cash register session and reconcile the drawer.
• Refund or void any sale; partial refunds supported down to the line item.

The default Sales page shows today's numbers at a glance: Total Sales, Refunded, Gross Total, Net Sales, and Payments Collected. Below that, a transaction summary breaks down items sold, the cash-movement summary shows what came in and went out of the drawer, and recent appointments, payments, and memberships sold on that day are listed together.

1. 1Open Sales from the sidebar — the Daily Summary is the default landing page.
2. 2Use the date picker to change the day or switch to a range. Today is the default.
3. 3Click any widget to drill into the underlying list (transactions, payments, memberships).

The New Sale button opens a four-step slideover: Items → Checkout → Payment → Done.

1. Items

1. 1Search by name or scan a barcode to add a service, product, membership, or bundle.
2. 2Set quantity on each line.
3. 3Assign a team member per line — this drives commissions later.
4. 4Pick the client (or leave it as Walk-in).

2. Checkout

1. 1Review the cart. Apply per-item or cart-wide discounts from the inline buttons.
2. 2Add tips, notes, or a promo code.
3. 3Tap Hold to pause the sale — see Held sales below — or Clear cart to start over.
4. 4Tap Proceed to payment to continue.

3. Payment

Pick one or more payment methods, enter the amount received, and complete the sale. More in the next section.

4. Done

The success screen shows the sale number, change due, and options to print or share the receipt, email it, send by WhatsApp, start a new sale, or open the client's profile.

Momentfy supports split payments — a single sale can be settled across multiple methods. Tap any method to add a tender; type the amount if it's less than the balance; the remaining balance stays on screen until the sale is fully paid.

Cash

Enter amount tendered; change is calculated automatically.

Card

For terminal-based or offline card entry. Records the last 4 / reference if provided.

Bank Transfer

Manual transfer; optionally attach a reference number.

Online

Link-based payment — generates a pay-link the client can use from their phone.

Installments

Tabby / Tamara if enabled under Settings → Payment Methods.

Credit Note

Redeem a previously issued credit note against the sale.

Loyalty Points

Redeem a client's accrued loyalty points if the loyalty add-on is enabled.

Gift Card

Scan or enter the card code; balance is deducted.

Insurance

Record the portion covered by a payer — healthcare setups only.

Other

Catch-all for any method you've enabled.

Hold a sale to pause the checkout without losing the cart. Common uses: the client steps out to fetch their wallet, or a colleague needs the register for a faster sale.

1. 1During checkout, tap Hold. Enter an optional label ("Maya — waiting for card") and confirm.
2. 2Resume from the Held Sales button in the header — all held carts are listed.
3. 3Pick one to continue exactly where you left off, or delete it to discard.

Every sale generates a receipt. The template (A4 Standard or POS thermal) and header/footer text are set under Settings → Receipts. From the Done screen or the transaction detail, you can:

• Print to a connected printer.
• Download as a PDF.
• Email to the client (auto-send can be toggled in Settings → Receipts).
• Share a WhatsApp message with the receipt link and summary.

Every completed, voided, and refunded sale shows up under Sales → Transactions. Filter by date range, status, and search by sale number or client. Each row has a View Details action opening a read-only breakdown of items, discounts, taxes, tenders, and linked appointment.

Two different actions for two different scenarios.

Refund

Money moves back to the client. Can be partial (select specific lines or enter a custom amount) or full. You pick the refund method — usually back to the original tender.

Void

Cancels a sale as if it never happened. No payment is reversed — used for mistakes caught before the client left the counter.

Processing a refund

1. 1Open the sale from Transactions.
2. 2Click Refund. Choose items (for line-by-line) or switch to the Amount tab for a custom refund total.
3. 3Pick the refund method and the team member processing it.
4. 4Type a reason — it appears in reports and the audit trail.
5. 5Confirm. If the sale's commissions were already paid out, a warning shows that the affected team members will see a clawback in their next pay run.

Appointments can be checked out straight from the Calendar (see the Calendar docs), but you can also reach them here.

1. 1Open Sales → Appointments.
2. 2Filter the list by date range or status; the default is this month.
3. 3Click a completed appointment and tap Checkout — the New Sale slideover opens pre-filled with the appointment's services, client, and price.
4. 4Adjust if needed (add a retail product, apply a discount), take payment, and complete.

Gift cards are reloadable balance instruments your clients can buy for themselves or someone else. Each card has a unique code (for example GC-AB12-CD34) and a balance that gets debited as it's used.

Issuing a gift card

1. 1Open Sales → Gift Cards and click Issue Gift Card.
2. 2Enter the amount, recipient name, recipient email (optional — the card is emailed if filled), and the purchaser's name.
3. 3Save. A code is generated and the card shows up in the list as Active.

Checking balance & voiding

• Use Check Balance to look up any card's remaining value by code.
• Void Card forfeits the balance — it cannot be redeemed again. Useful when a card is reported lost.

A credit note is a future-use balance attached to a specific client. Common reasons: goodwill, partial refund in store credit, a product returned without immediate cash refund.

1. 1Open Finance → Credit Notes and click New Credit Note.
2. 2Pick the client, amount, reason, and issue date.
3. 3Save. The client now has that balance available to redeem at their next checkout.

If your location takes cash, the cash register keeps the drawer reconciled. Each day (or shift) you open a session, take cash in and out, and close it against what you actually count in the drawer.

1. 1Open Sales → Cash Register.
2. 2Tap Open Session. Enter the opening float (what's already in the drawer) and confirm.
3. 3During the day, use Add Cash Movement to record anything that isn't tied to a sale — bank drop, petty cash, tip-out.
4. 4At the end of the day, tap Close Session. Enter the counted amount; the system shows the expected balance and the difference.

• Always assign a team member on each line — commissions only attribute to the person on the line, not to whoever pressed the buttons.
• Use the Note field on a sale for anything unusual — it surfaces in reports and makes refunds 6 months later much easier to unpick.
• Hold sales, don't abandon them. Deleting a cart loses any discount, promo code or note you entered.
• Close the register every day. An unclosed session inflates the next day's KPIs and breaks the daily cash report.