Checkout and sales
Check out a client and record payment
Take payment at the end of a visit, add products, tips or discounts, and email a receipt.
Needs the Checkout app: Settings → Apps. Keep using your own EFTPOS machine for cards: Eyroxis records what was paid, so your sales, tips and daily summary add up.
- Open the appointment on the calendar and press Check out. Or go to Sales → Checkout and choose it on the Appointments tab.
- Add anything else they're buying, like products or another service.
- Add a Promo code, Discount or Tip if needed.
- Under Payment, choose how they paid: Card, Cash, Gift card, or another method you've added. You can mix them, as long as they add up to the total.
- To email them a receipt, tick Email the receipt (the client needs an email address).
- Press Complete sale.
Paying later? Press Save as draft (pay later). Drafts are under Sales → Sales history → Drafts, ready to finish.
Add your other payment methods (like Afterpay or bank transfer), tip options and a note for receipts under Settings → Checkout.
Still stuck?
In Eyroxis, press Help in the menu and ask us. Not signed up yet? Send us a message.