Articles on
Master
9 topics in this section
Bill EditingMistakes happen at a busy counter — the wrong staff member picked, the wrong quantity, the customer paid by card but it was marked as cash. Bill Editing lets…Category Master & Expense CategoriesCategories are like folders for your services and products — Hair, Skin, Nails, Retail Products and so on. They keep your billing screen tidy and make your…Customer Registration SourcesWhen a new customer walks in, it's really useful to know how they found you: walk-in, Instagram, Google, a friend's referral, a flyer? Registration sources…Item MasterItem Master is your full list of services and products — what they're called, what they cost, their taxes, and how they behave at the billing counter. Almost…Membership MasterA membership gives a customer discounts for a set period — for example "Gold Membership: 20% off all hair services for one year". Memberships keep customers…Membership Wallet MasterA membership wallet is a prepaid card: the customer pays in advance and gets extra value to spend. For example, "Pay 10,000, get 12,000 to spend". You get the…Package Master & Copy PackageA package is a bundle of services sold together, usually at a special price — for example "Bridal Package" or "6 Haircuts for the price of 5". Customers pay…Payment MasterPayment Master is the list of ways your customers can pay — Cash, Card, UPI, wallets and so on. Whatever you switch on here shows up as a payment option at…Store MaintenanceStore Maintenance is a simple daily checklist for each store. Your store manager ticks off whether everything is working and notes any problems, so you always…
About this section
Master
The Master menu holds the basic lists everything else is built on. Set these up first and the rest of Invoay falls into place.
| Page | Guide |
|---|---|
| Category Master | Category Master & Expense Categories |
| Expense Categories | Category Master & Expense Categories |
| Item Master | Item Master |
| Package › Package Master / Copy Package | Package Master & Copy Package |
| Payment Master | Payment Master |
| Membership Master | Membership Master |
| Membership Wallet Master | Membership Wallet Master |
| Store Maintenance | Store Maintenance |
| Bill Editing | Bill Editing |
| Customer Registration Sources | Customer Registration Sources |
| Update Taxes in Bulk | Set new CGST and SGST rates for a whole kind of item, in every store, at once. Each page has a Help button that walks you through it |
| Bulk Import › Customers, Customer Pending Amounts, Customer Wallet Balances, Customer Memberships, Customer Membership Wallets, Membership Wallet Receipts, Past Service / Product Sales | Bring your existing data in from Excel, for example when you move over from another system. Download the template on each page, fill in one row per customer (or sale), then upload it. Each page has a Help button that explains every column |
🔑 If the Multi Center Membership Wallet feature is on for your account, its settings are under Settings › SimplePOS Billing Counter › Multi Center Wallet Bill Settings — see Multi Center Wallet Settings.