Job Management
Use Point of Sale (POS) in FieldMagic
Learn how to use Point of Sale to add products and process payments in FieldMagic.
Instrucciones paso a paso
Paso 1Open the hamburger menu in the top-left corner of the app and tap Point of Sale.
Paso 2Tap Add Transaction to start a new sale.
Paso 3Select Against a Customer, then search for and select the customer. You can also toggle Send Receipt To if you'd like to email the receipt to a specific address.
Paso 4Add a product to the sale, either by scanning it or adding it manually. For this example, we'll add it manually.
Paso 5Search for the product, select it, then tap Add.
Paso 6Once the product has been added, tap Pay, then select the warehouse to allocate the product from and tap Pay again.
Paso 7Select a payment method. Several options are available — for this tutorial, we'll select Cash.
Paso 8Confirm the payment.
Paso 9Once the payment is confirmed, you'll be taken to the invoice, where you can view the invoice and payment details or send the receipt.
Paso 10To verify the transaction, open FieldMagic on desktop and navigate to Payment Gateway.
Paso 11Click Logs to view all transaction logs. The invoice is automatically created in FieldMagic, where you can review the line items and other invoice details.