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- Invoices & refundsRefund a saleGive money back against a past sale, whole or in part. The refund is saved as a credit note linked to the sale, and the stock can go back on the shelf.
- Invoices & refundsFix a sale: edit, cancel or refund?Choose the right fix for a finished sale: edit it if it was rung up wrong, cancel it if it should never have happened, refund it if goods or money go back.
- Reports & dashboardsThe Sales report: sales, refunds, VAT and marginSee what your shops sold in any period, by day, seller, payment method or customer: sales, refunds, VAT, margin and average ticket, ready to compare or export.
- Getting startedTroubleshooting: common problems and their fixesThe problems staff meet most, from a silent printer to a sale that can't be refunded, each with its fix and the guide that explains it.
- Settings & accountDesign the receiptChoose what the printed and emailed receipt says: the header, a tagline, contact details, a thank-you line, your return policy, a footer and an optional QR code.
- Settings & accountEmail templates: the wording of every emailChange the wording of the emails Zero POS sends: receipts, refunds and appointment reminders for customers, and three notices for staff.
- Selling at the tillTake payment at the tillTake the money for a sale one way or several: card, cash, bank transfer, a gift card or the customer's store credit. The receipt lists each one.
- Reports & dashboardsExport your figures for your accountantSend your accountant a month's sales and VAT, payments by method, expenses and pay, each as a spreadsheet from the screen that holds it.
- Invoices & refundsFind an invoiceSearch and filter the Invoices list to find any sale or refund, read its status, and open it to print, email, refund or fix it.
- Getting startedStart here: how Zero POS is laid outA map of the sidebar, the top bar and your avatar menu, so you always know where a screen lives and why some rows are not there for you.
- Selling at the tillMake a saleRing up products, credit the sellers and take payment on New Sale. The sale goes straight into Invoices, with its receipt ready to print or email.
- Selling at the tillGift cardsSell a gift card at the till and hand over a printed slip with its code. The customer spends it later, all at once or bit by bit, until it runs out or expires.
- Selling at the tillLayaway: hold items while a customer pays over timeHold goods for a customer who pays over time: a deposit today, more payments later, each item handed over once enough is paid. The last payment makes it a normal sale.
- Selling at the tillTips: what customers can choose and who gets themSwitch tips on, choose what the till offers and decide who each tip goes to: whoever made the sale, a split with the team on shift, or everyone on shift.
- Selling at the tillScan products with a barcode scannerGive each product its barcode, switch on barcode scanning, then scan to add products to a sale or to find them on the stock screens.
- Your dayClose the dayCount each payment method against what the till expects, then close the shop's day and print its slip. The boxes start at the expected amounts, so type what you really count.
- Invoices & refundsEdit an invoiceCorrect a sale that was rung up wrong: shop, products, prices, sellers, payments or customer. Stock, money records and points are re-applied to match.
- Invoices & refundsPrint a receipt again, or email itPrint another copy of a sale's receipt, or email it to the customer, right after the sale or later from its invoice.
- Customers & loyaltyThe customer fileEvery customer has one file: contact details, every invoice, points, store credit and whether they want offers. Add it here or let the till create it.
- Customers & loyaltyFind a customerLook a customer up by name, phone or email at the till while selling, or in the Customers list. At the till you can add a new one on the spot.
- Customers & loyaltyStore creditStore credit is money the shop owes a customer, kept on their file. A manager can add or correct it, and the customer spends it at the till like any payment.
- Customers & loyaltyLoyalty points: earning, tiers and balancesCustomers on file earn points on every sale, on its value after discounts and without VAT. Tiers raise the rate for your best customers.
- Treatments & appointmentsTurn on treatmentsSwitch treatments on and build your treatment menu. Each treatment has its own price, length and calendar colour, and they sell at the till under their own tab.
- Treatments & appointmentsTreatment gift vouchersA gift voucher entitles whoever holds it to one treatment. Vouchers are gifts the shop issues and hands over; they are never sold at the till.
- Treatments & appointmentsLook after appointments: find, mark done or no-show, cancelFind any appointment in the list, mark it done or a no-show, or cancel it. Cancelling frees the time and any gift voucher held for it.
- Treatments & appointmentsSend appointment reminders by email or textRemind customers of every booked appointment the day before, two hours before or both, by email or by text from your own Twilio account.
- Stock & productsCorrect stock by hand (Stock adjust)Add, remove or set a product's quantity at one shop, with a reason. Every change is logged, so you can see later who changed what and why.
- Stock & productsMark tester or damagedTake units off stock that were opened as testers or are too damaged to sell. Stock drops at once and no money moves.
- Stock & productsBlind stock-take: count your shop's stockCount what is on the shelves without seeing the system's figures, then compare. Validating the count puts the differences into stock.
- Stock & productsOrder from a supplier and receive itRaise a purchase order, split each line across your shops, and receive it when the goods arrive. Receiving is what adds the stock.
- MarketingPrepare a deal for one customerPut together a star product and gifts at a special price for one named customer, with a printed voucher and a page of their own. It becomes a sale when they come in.
- MarketingWorth a call: who to phone this weekThree lists of customers worth phoning, built from your own sales: layaways with money owing, regulars who stopped coming, and big spenders you haven't seen.
- Team & payWhat each role can doEach person has one role, and the role decides what they can do. Only the owner changes what a role can do, and nobody can widen their own access.
- Team & paySet someone's pay: hourly rate and commissionGive each person an hourly rate and, if they earn commission, daily tiers. Each month they get the higher of the two; the app works it out but never pays anyone.
- Team & paySet monthly targetsGive each seller and manager a sales target for the month, with an optional stretch target. They follow their progress on My results; a target pays nothing by itself.
- Team & payRead your salary pageMy salary shows what you have earned day by day: commission, hours, bonuses and deductions. It is an estimate for the month, not a payslip.
- Team & payTeam salary and payroll runsSee the team's pay side by side, then save the month as a payroll run for your accountant. A run only records the figures; you log what you paid as an expense.
- Team & payRota settings and each person's working daysChoose when the team says which days suit them and how far ahead, then set how many days a week each person works, with a floor or a ceiling if they need one.
- Reports & dashboardsWhat each report answersThe Reports hub gathers every data report in one grid, grouped into Money, Stock and People. Here is the question each one answers and what to read first.
- Reports & dashboardsRead the Insights reportInsights answers what the other reports don't: who comes back, what money leaves with strangers, when the week happens, and who and what carries the shop.
- Reports & dashboardsThe dashboards, day to daySix dashboards in their own Dashboards folder answer the running questions: how am I doing, how is the company doing, which shop, which product, which seller.
- Reports & dashboardsReview the day closes: counted against expectedSee every closed day in one list: what each shop counted against what the till expected, method by method, who closed it and where it didn't match.
- Reports & dashboardsStock reports: what sells, what sits and where it wentThe reports behind stock decisions: what each product sold, what isn't selling and what it's worth, every stock movement, and what your counts found missing.
- Reports & dashboardsTill vs takings: why the day close and the reports differWhat the till expects at the close and what the reports count are the same money, sorted differently. Here is where they part: layaways, late changes and gift cards.
- Reports & dashboardsPay, commission, targets and costs: which report answers whatThe reports behind pay and costs: hours and commission per person, what each one earns, targets, what the shop spends and what is left. Here is the question each one answers.
- Money & accountingAdd a payment methodCreate and order the payment methods the till offers, send each one to an account and record card fees. Each region keeps its own list.
- Money & accountingHow prices and tax work: VAT or sales taxYour shop charges no tax, adds it at the till, or has it inside its prices, as VAT or as sales tax in the United States. The choice sets what a Price means and locks at your first sale with tax.
- Money & accountingSimple or Expert accountingSimple gives you one profit and loss with nothing to set up. Expert adds cash and bank accounts, payment routing and transfers; switching never deletes anything.
- Money & accountingRead the Accounting overviewThe Accounting overview reads as a profit and loss: what came in, what it cost, what is left. Stock purchases, salaries, bonuses and deductions sit apart because they don't change profit.
- Money & accountingRecord an expense (including wages you paid)Log what the business spends, from rent to the wages you paid. Expenses reduce net profit, and a recurring one records itself on schedule.
- Money & accountingCash and bank accounts (Expert)Keep one account for each till, bank and card, with a live balance, and move money between them. Available in Expert accounting.
- Settings & accountRegions and shops: who sees whatA region groups shops and keeps their customers, payment methods and gift cards apart. Every shop belongs to one region, and staff only see the regions ticked for them.
- Settings & accountReceipt printer setup: Epson, browser or cloudChoose how each shop prints: through the browser, straight to an Epson printer, through a cloud bridge, or not at all. Then send a test print.
- Settings & accountSettings: a map of every tileSettings groups every shop-wide choice into tiles, from company details to printing and alerts. This map says what each tile is for and which guide explains it.
- Settings & accountInvoice numberingChoose how invoice numbers look: a prefix, which can carry the date, then a running number. New sales use the new format; old invoices keep theirs.
- GlossaryRefundGiving a customer money back for some or all of a sale, from Quick actions › Refund. You choose the lines and quantities, whether to Put stock back on the shelf, and how the money goes back: the payment methods or store credit. It creates a credit note.
- GlossaryCredit noteThe document a refund creates: an invoice for the money going back, linked to the original sale. Open it from the refund, or print it with Print credit note on the invoice.
- GlossaryInvoiceThe shop's record of a sale, with its own number, lines, payments, sellers and customer. Every sale and every refund is an invoice, listed under BACKOFFICE › Invoices, where you can find, correct or refund it.
- GlossaryWalk-inA sale with no customer on it. It is allowed only when Sale options: customers, minimum prices and receipts makes the customer optional. A walk-in earns no points, can't be refunded as store credit and leaves no history on anyone's file. A layaway or a deal always needs a customer.
- GlossaryStore creditMoney the shop owes a customer, kept on their file and spent at the till with the Store credit payment method. It comes from a refund or from Adjust store credit on the file. The owner turns it on with Enable store credit.
- GlossaryLoyalty pointsPoints a customer on file earns with every sale once the owner has turned on Enable loyalty points; a refund takes them back. They are used by hand on the customer's file with Redeem loyalty points (manual), which only takes the points off, so agree with the owner how the customer gets the value.
- GlossaryClose dayEnding the shop's day with Close day: count what each payment method took, check it against what the app expects, and print the end-of-day slip with sales, refunds and each seller's totals. Layaway instalments taken that day are included.
- GlossaryTester or damagedTaking items out of stock because they were opened as a Tester or are Defective, from Quick actions › Mark tester or damaged. It is not a refund: a customer returning a purchase goes through Refund a sale.