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Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the confirmed invoice. You can get there from the sales order (click the invoice smart button) or from Invoicing → Invoices. Click Register Payment. In the payment dialo...

CloudFFL gives you multiple ways to view and find your sales orders. Where to Find Sales Orders Sales → Orders → Quotations — Shows all draft quotations (not yet confirmed) Sales → Orders → Orders — Shows all confirmed sales orders List vs Kanban View To...

Sometimes a sale falls through — the customer changes their mind, financing is denied, or the item is no longer available. Here is how to cancel a sales order. Step by Step Open the sales order you need to cancel. Click the Cancel button. Confirm the cancel...

When a customer returns an item or needs a refund after an invoice has been created and paid, you issue a credit note. A credit note reverses all or part of an invoice. When to Use a Credit Note Customer returns a defective product Customer was overcharged ...

The Point of Sale (POS) is CloudFFL's built-in cash register. It turns any computer, tablet, or touchscreen into a checkout station where your counter staff can ring up sales, take payments, and print receipts — just like a traditional register, but smarter. ...

CloudFFL gives you two ways to sell products: the Point of Sale and Sales Orders. They both record a sale, but they are designed for different situations. Use the POS When... The customer is standing in front of you at the counter They are paying right now ...

When you open a POS session, you will see a screen divided into a few main areas. Here is what everything is and where to find it. The Product Grid (Left Side) The left side of the screen shows your products as clickable tiles. Each tile shows the product na...

Before your staff can ring up sales, you need to create and configure a POS session. Think of a session as a specific checkout counter — you might have one for the main counter and another for a range shop or second register. Step by Step Open the Point of ...

Not every product in your system needs to appear in the POS. Only products you sell at the counter should be visible. Here is how to control which products show up. Making a Product Available in POS Go to the Inventory or Sales app and open the product you ...

Payment methods define how customers can pay at the counter. You need at least one payment method configured before your POS is useful. Where to Find Payment Methods Go to Point of Sale → Configuration → Payment Methods. You will see a list of existing paym...

POS categories organize your products into groups on the POS screen, making it fast for counter staff to find what they need. Instead of scrolling through hundreds of products, staff can tap a category and see only the relevant items. Creating POS Categories ...

Before you can ring up any sales, you need to open a POS session. This is like opening the register at the start of your shift. Step by Step Open the Point of Sale app from the main menu. You will see your configured POS (e.g., "Main Counter") with an Open ...

This is the core action you will do dozens of times a day — adding products to an order and getting it ready for payment. Step by Step Add products to the order using any of these methods: Click the product tile in the product grid Scan the barcode w...

Sometimes you need to adjust prices — a loyalty discount for a regular customer, a markdown on a scratched display model, or a negotiated price on a trade deal. The POS makes this simple. Per-Line Discount (Percentage) Click the order line you want to disco...

After ringing up the products, you need to collect payment. The POS handles cash, cards, and split payments between multiple methods. Cash Payment Click the Payment button on the POS screen. The payment screen opens with your default method (usually Cash) s...

Receipts are proof of purchase for your customers and a record of the transaction for your shop. Here is how receipts work in the POS. Automatic Printing If you have a receipt printer configured, a receipt prints automatically after every completed sale. You...

When a customer brings something back, you can process the return directly from the POS. The POS creates a refund and updates your inventory automatically. Step by Step Open your POS session (if it is not already open). Click the menu icon (three lines) in ...

At the end of your shift (or end of the business day), you need to close the POS session. Closing reconciles your cash drawer and posts the session's transactions to CloudFFL's accounting. Step by Step Click the menu icon (three lines) in the top-left of th...