Make a sale

Make a sale at the register

Add products, choose a payment method and issue a receipt.

On this page

Step by step

  1. Search for products or scan a barcode. Choose the correct variant if prompted.
  2. Review quantities and prices in the cart.
  3. Attach a customer if needed. If the workspace requires a customer, add one before checkout.
  4. Choose Charge or Open checkout, select the payment method and enter the amount received.
  5. Review the change and complete payment. Print or share the receipt, then choose New sale.

Good to know

Check the location, available stock and any manager-approval prompt before completing checkout.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

Need help with this guide?

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