Process a Sale

Ringing up a customer takes just a few steps.

Add items

• Scan a barcode, or
• Search the catalog by name or SKU, or
• Use the Quick Add tile for tagged items

On the iPad register, tap a category tile and enter the price. Every line starts at a quantity of one: use the − and + under the item in the cart to change it, or tap the number to type a count (four matching chairs, a stack of tile). Ring up items with different prices as separate lines.

Apply discounts

Use Apply Discount to reduce a line item or the entire transaction. Discount reasons are tracked for reporting.

A line discount is a percentage or a dollar amount off one item. A percentage stays a percentage if you later change the quantity or price, and a dollar amount can never take more than the item is worth.

A transaction discount comes off the whole sale after any line discounts and coupons, so "10% off" is 10% of the amount the customer is actually being asked to pay. Applying a second transaction discount replaces the first rather than stacking on it, and the discount stays on the sale if you add more items afterwards. Sales tax is always calculated on the discounted amount.

Offer a donation

If your store has checkout giving switched on, a Give panel sits below the coupon button: round the sale up to the next dollar, or add a flat donation. Both belong to the sale you are ringing and have to be added before you tap Pay. See Ask for a Donation at Checkout.

Take payment

Choose a payment method:

• Cash — enter the amount tendered; Ayuna calculates change. If your store settles cash on the nickel, the screen shows the rounded Cash due and change comes off that — see Rounding Cash to the Nickel. On the iPad register, cash first checks that the receipt printer is connected, since the sale ends with the drawer popping and a receipt printing. If it isn't, you'll be asked to check the connection and retry before the sale completes — see iPad Receipt Printer.
• Card — present the integrated terminal; the customer taps, swipes, or inserts. On the iPad register the receipt prints on the receipt printer once the payment is approved, not on the terminal — see Card receipts. The web register has no printer of its own: turn on Print receipts on the card reader automatically under Settings → This register and the register's bound reader prints cash and card receipts as each sale completes; otherwise the sale screen offers a Print button for the reader.
• Other — check, gift card, store credit.

Card reader offline?

If the card screen shows the reader as offline or reports that no readers are available, the reader was likely powered off or dropped off Wi‑Fi. Power it back on, confirm it's on the same network, then tap Check Connection on the card screen to reconnect — no need to leave the app or visit the web portal. Once it reports Connected, continue the sale.

After a card sale

When the reader approves the card, the Sale Complete screen appears with the transaction number. Tap New Sale to clear the cart for the next customer — on the iPad this is the only way off the screen, so a finished cart can't be left on the terminal and run through the reader a second time.

If you ever see "This cart has already been checked out" when starting a card payment, the sale was already recorded and the card was not charged again. Find it under Transactions (print or email the receipt from there if needed) and start a new sale.

If the register loses its connection just as a sale completes, the next attempt to finish that cart doesn't fail: the register recognises the sale was already recorded and shows Sale Complete for it, with its transaction number, so you can carry on to the next customer.

If you see "The cart totals … the requested charge of … does not match it", the amount sent to the reader was not the cart's total and the card was not charged. Refresh the cart so the register shows the current total, then take the payment again.

While a card payment is in progress

From the moment the reader is asked for a card until the sale is recorded, the cart is locked at its total: items, discounts and the customer can't be changed, and the amount the card is charged is always the register's own total for that cart. Cancel while the reader is waiting cancels the charge on the reader itself, so the customer's card is not taken after you've backed out. If you cancel the card payment before the card is charged, the cart unlocks straight away; if the reader never answers, it unlocks on its own within a few minutes. A cart whose card has already been charged stays locked until the sale is recorded, so it can't be edited or voided out from under the charge — cancelling at that point shows "A card charge is recorded against this cart", and the way out is to finish the sale or void that charge under Transactions.

Receipt

Print or email the receipt. Email Receipt asks you to confirm the address when the customer on the sale has one on file, and asks for one otherwise. The address does more than deliver the receipt: an address the register already knows records the sale to that customer; a new address on a sale with no customer creates a customer record when you enter the customer's first and last name, and records the sale, and any round-up or gift on it, to them (the gift's donation receipt is reissued in their name), while with no name the receipt is sent and nothing is recorded, so a customer is never created without a name; a customer who had no email on file gets this one saved to their record. An address that belongs to someone other than the customer on the sale is used for that receipt only, and the register says so. The same button is on each transaction's page under Transactions, on the web and the iPad, and it can send the receipt again. On the iPad register, cash and card receipts both print on the receipt printer; Print on Card Terminal is there as a fallback for a card sale when the printer is down. A line with more than one unit prints the item name, then the quantity and unit price with the line total under it (for example "4 @ $15.00" and "$60.00"), the same arithmetic the emailed receipt shows. The transaction is now closed and reflected in the drawer total.

Sold tags for items awaiting pickup

When a customer pays for something they can't take right away (a sofa, an appliance, a stack of lumber), print sold tags so the item is marked on the floor and both of you have the pickup terms in writing. Your administrator turns this on per store and sets the pickup window and the wording (see Receipt settings); until they do, the button doesn't appear.

On the iPad register, after the receipt has printed, tap Print Sold Tags on the Sale Complete screen. You'll see every line of the sale:

1. Uncheck any item the customer is taking with them. Each checked item gets one item tag per unit; change the count if you need more or fewer.
2. Leave Customer copy and Store copy on. The sale gets one of each, listing every tagged item; the store copy carries the signature line.
3. If the sale has no customer, tap Add Customer to find or create one so the tags carry a name and phone number. Without one, the tags print blank lines to fill in by hand.
4. Check the Pick up by date shown, then tap Print.

The tags print on the receipt printer in order: every item tag, numbered TAG 1 OF 5 and so on across the sale, then the customer copy, then the store copy. A line of four chairs prints four tags marked 1 OF 4 to 4 OF 4; if you print fewer tags than pieces, each tag states the quantity instead. Put the item tags on the items, hand the customer their copy, and have them sign the store copy for your records.

The pickup-by date is worked out from the purchase date and your store's pickup window, skipping days the store is closed. It is fixed the first time the tags print: reprinting later, or changing the policy afterwards, doesn't move the date the customer signed for.

To reprint tags, open the sale under Transactions and tap Print Sold Tags; reprinted tags carry a REPRINT line. Items that have been returned can't be tagged.