Take a payment at the till

The Sales page is your till. Use it for appointments, walk-ins, services and retail.

Take a payment

1. 1

   Select Sales in the left-hand menu, or Take payment on the Today page.
2. 2

   Start a sale. Choose an appointment from the list, select Walk-in, or select a Quick sell item such as a service or product.
   
3. 3

   Add the client with Search or add client. You can also choose New Client, Walk-in or Scan loyalty.
   
4. 4

   Add a Promo code, Discount or Gift card if you need to.
   
5. 5

   Choose how the client is paying: Cash, Card, Cobbtree Terminal, Card machine, Split or Other.
   
6. 6

   Complete the sale. With cash, for example, the button says Take exact cash.
   

Which payment button should I use?

• Card: the client pays by card through Cobbtree Payments.
• Cobbtree Terminal: you're using a WisePad 3 connected through the Cobbtree app.
• Card machine: you took the payment on your own machine. Cobbtree records it as a card payment but doesn't connect to that machine.
• Cash: Cobbtree records the payment without charging Stripe.

Other tools on the till

Held sales lets you park a basket and come back to it from any till. Recent sales shows completed sales. Fullscreen hides the menu. You can filter by Today, Walk-in, Services, Products, Gift cards, Packages and Memberships.

Good to know

• Test mode means no real money will move.
• Stock at the selected location goes down when the sale completes.
• If the client has a membership, it appears above the sale lines and any perks they're entitled to are applied automatically.

Related: Refund a payment · Connect Stripe · Customise receipts