Process a Point of Sale Payment

Step-by-step instructions

1. 
   Step 1

   Open the FieldMagic app to begin a new Point of Sale transaction.

2. 
   Step 2

   Tap the hamburger menu in the top-left corner, then select Point of Sale followed by Add Transaction.

3. 
   Step 3

   Choose to allocate the transaction against a customer.

4. 
   Step 4

   Search for and select the customer. You can also choose to send the receipt to a specific email address.

5. 
   Step 5

   Choose how to add a product — manually or by scanning its QR code. This example adds the product manually.

6. 
   Step 6

   Search for the product, select it, then tap Add.

7. 
   Step 7

   Once the product is added, tap Pay, select the warehouse to allocate it from, then tap Pay again.

8. 
   Step 8

   Select a payment method — this example uses Cash — then confirm the payment.

9. 
   Step 9

   After the payment is confirmed, view the invoice and payment details, and optionally send the receipt.

10. 
    Step 10

    To verify the transaction, open FieldMagic Desktop, go to Payment Gateway, and click Logs to view all transaction logs — the invoice is automatically created in FieldMagic with its line items.