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Enable Payment by Invoice (Web App)
Last Updated: November 13, 20251. On the sidebar scroll down and Click “Settings” 2. Next click “Payment methods” 3. Click the blue pencil icon to edit under the “action” column 4. Ensure that “NATIVE INVOICE CREATION/EDITING ON WEB” and click “Save Changes” 5. Choose Invoice reporting – “Cash Basis” or “Accrual-Basis” 6. Next click save changes.
Enable Frontend Advertisements
Last Updated: November 13, 2025This guide provides a straightforward method for enabling frontend advertisements, ensuring you can effectively monetize your platform. It breaks down the process into easy-to-follow steps, making it accessible even for those with limited technical knowledge. By following this guide, you can enhance user engagement and potentially increase revenue through advertisements. 1. Go to the sidebar...
Exclude/Include Specific Categories and Products
Last Updated: November 13, 20251. Go to the side bar and click “Customers” 2. Click “Rewards” 3. Click on an existing reward program, or make a new program and apply what you see in the next steps. 4. Step 1 Choose what “Category IDS” you want to include in the rewards program, if left blank, every category will be...
Creating a Loyalty Customer Rewards Program
Last Updated: November 13, 20251. Go to the sidebar and Click “Customers” 2. Go to the upper right corner and click “Rewards” 3. Go to the upper right screen and click “New Reward Program” 4. Step 1 Add the name of the rewards program Step 2 Choose whether to add “Customer Groups” or whether you will be “Exclude Customer...
Sales by Parent Category Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports categorized by parent category, allowing users to understand what is being sold from each category 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Sales by parent category” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies Click...
Tip Amount Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports focused on tip amounts, this report will give a complete breakdown of the tip amounts entered into the system. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Tip amount” + “Period Type + choice of location/employee 4. Choose “Period Type”...
Time Range Tips Report
Last Updated: November 13, 2025This guide provides essential insights on generating a tip report within a given time range. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Tips” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies Click “Get Report”
Time Range Tender Types Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports based on specific time ranges and tender types. Tender types for example would be Cash/Credit/Debit/Check/Gift Cards ETC 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Tender Types” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies...
Time Range Sales Report
Last Updated: November 13, 20251. Click “Reports” on the sidebar 2. Click “Reports” 3. Click “Sales Reports” 4. Select “Time-range Sales” 5. Filter with Location, Employee, Period Type, Start/End Date if it applies Click “Get Report” 6. To download the report Click CSV, Excel, PDF or “COPY” to clipboard
Time Range Category Sales Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed Time Range Category Sales Reports, allowing users to analyze what sales have occured during specific time range just for categories. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Category Sales” 4. Filter with Location, Employee, Period Type, Start/End Date if it...