Reward Points at POS
When a customer with a loyalty account is selected at POS, their current points balance is shown. After completing a sale, the system automatically adds new points based on the sale amount and the earn rate you've configured.
Redeeming points at checkout: On the payment screen, click "Redeem Reward Points". Enter how many points to redeem — the system converts them to a monetary discount based on your configured redeem rate. The discount is applied automatically.
Pay Terms
Pay Terms set payment due dates for credit customers. Configure pay terms under Settings → Pay Terms → Add Pay Term. Examples:
- Net 7 — payment due within 7 days
- Net 30 — payment due within 30 days
- End of Month — payment due by last day of the month
Assign a Pay Term to a customer on their contact profile. When you make a credit sale to that customer, the due date is automatically calculated and shown on the invoice. In reports, you can filter overdue receivables to follow up with customers who haven't paid within their terms.
Types of Service
If your business offers different service categories (e.g. Dine In, Take Away, Delivery for a restaurant; or Home Visit, Workshop for a repair shop), configure these under Settings → Types of Service. At POS, staff select the service type which can affect the invoice layout or add service-specific charges.
Shipments & Home Delivery
For businesses that deliver goods to customers, enable Shipment Tracking. After a sale, assign it to a delivery agent and record the shipment status (Pending, In Transit, Delivered). Go to Sales → Shipments to manage all active deliveries. Each shipment gets a tracking reference that can be shared with the customer.
