How to Start an Order

These instructions cover cash and check orders. Stripe card payments, invoices, and other Stripe features are not included.

1. Select POS from the navigation bar.
2. Use the category tabs or Search to find a product.
3. Select a product to add it to the order.
4. Review the order on the right side of the screen.
   • Select + to increase an item’s quantity.
   • Select ✕ to remove an item.
   • Review the subtotal, tax, and total.
5. Select Complete.
6. In the New Order window, choose a customer:
   • Leave Guest selected for a guest order.
   • Optionally enter a guest name.
   • Select Add New Customer when a customer record is needed.
7. Optionally enter notes for the order.
8. Select Start Order.

The order is added to Active Orders, and the POS opens a new empty order.