Making a Sale

• Taking Payment
• Building the Cart

Taking Payment

Taking Payment

Once you have added everything the customer is buying to the cart, you are ready to take payment. Spectre POS supports paying by cash or by card, and prints or emails a receipt when the sale is done.

Before you start: Payment methods are turned on by your store administrator. If you don't see Cash or Card at checkout, ask your administrator to enable them under SpectrePOS → Settings → Payments.

Start the checkout

1. Build the order by adding products to the cart.
2. Review the line items and the Order total on the right.
3. Tap Checkout.

The checkout screen shows the amount due and the available payment methods.

Pay with cash

1. Select Cash.
2. In Amount Tendered, enter the amount of cash the customer hands you. You can use the on-screen number pad.
3. The Change field automatically shows how much change to give back.
4. Tap Complete to finish the sale.

Partial payments: If the amount tendered is less than the total, Spectre POS records a partial payment and keeps the remaining balance on the order so it can be settled later.

Pay with card

1. Select Card.
2. If you are giving cash back on the card, enter the amount in Cashback (otherwise leave it at 0).
3. Tap Complete.

If your store is connected to Stripe, the card is charged through the card reader / Stripe checkout before the sale completes. If your store records card payments manually (for example, you run the card on a separate terminal), the sale is marked paid once you tap Complete.

Give the receipt

After payment completes, the Receipt screen opens. You can:

• Print the receipt to your connected receipt printer.
• Email the receipt by entering the customer's email address.

You can also reprint a receipt later from Orders by opening the order and choosing Receipt.

Troubleshooting

• No payment methods appear at checkout. Cash and Card are disabled by default. Your administrator enables them under SpectrePOS → Settings → Payments.
• Card payment won't process. Confirm the store is connected to Stripe (see the Admin Guide, Connecting Stripe) and that the card reader is paired under Settings → Hardware.
• Receipt won't print. Check the printer connection in Settings → Hardware. You can still email the receipt while you resolve the printer.

Building the Cart

Building the Cart

A sale starts by adding products to the cart. You can search by name, scan a barcode, or type the barcode by hand. Then you can adjust quantities, apply a discount or extra fee, attach a customer, and add a note before taking payment.

Add products

There are three ways to add a product:

1. Search by name or SKU — type in the search bar at the top of the POS screen. Tap the product to add it to the cart.
2. Scan a barcode — point your scanner at the barcode. If exactly one product matches, it goes straight into the cart.
3. Type a barcode and press Enter — when the typed value is 8 digits or more and exactly one product matches, it's added to the cart automatically. Otherwise, search results appear so you can pick one.

Tip: If a scan or typed barcode shows search results instead of going to the cart, more than one product shares that code. Pick the right one from the list.

Edit a line in the cart

Tap any line in the cart to edit it:

• Quantity — tap the quantity to change how many.
• Price — override the line price (useful for damaged stock or one-off pricing).
• Remove the line entirely from the line's actions.

Add a discount or extra fee

Use Add Discount to take an amount off the order, or Add Fee to add a charge (for example, a custom labor fee). Both let you enter:

• A name (e.g. "Loyalty discount" or "Drilling fee")
• An amount, as either a flat value or a percentage

The discount or fee shows as its own line in the cart and is reflected in the totals.

Attach a customer

Tap Add Customer to attach the sale to a customer. You can:

• Search the customer list, or
• Create a new customer right from the cart — the new customer is added to your database and attached to this sale.

Attaching a customer is required if you want to email a receipt or look up the sale later by customer.

Add a note

Tap Order Note to add a note that is saved with the order. Notes are visible to anyone who opens the order later in Orders.

Ready to take payment

When the cart looks right, tap Checkout. See Taking Payment for the cash and card flows.