Simple POS user guide
Welcome! 👋 This guide walks you through Simple POS step by step, in plain language. You don't need any technical knowledge to follow it.
Where to start
If you're setting up Simple POS on a new computer or tablet, begin with Getting started. If the app is already set up and you just want to log in and start billing, skip to Logging in.
| Section | What you'll learn |
|---|---|
| Getting started | Activate Simple POS on a new device, connect counters together, pair a card machine, and set up your printer. |
| Logging in | Log in as a staff member, open the till for the day, log out, and fix common login problems. |
| Finding your way around | What every tab and menu item does, and which ones appear only when a feature is turned on. |
| Billing | Create bills, add items, give discounts, take payment, hold bills and print receipts. |
| Returns, exchanges and bill changes | Refund a bill or items, exchange a product, or fix the payment method or staff on a bill. |
| Customers | Add and edit customers, view their history, recharge wallets, settle pending amounts and redeem gift vouchers. |
| Appointments | Use the booking calendar, book appointments, mark arrivals and turn appointments into bills. |
| Staff attendance | Check in and out, and connect a biometric attendance machine. |
| Inventory | Check stock, issue products to staff, and receive stock transfers. |
| Expenses | Record the day's expenses and manage vendors. |
| Reports | Sales, expenses, staff incentives, tips, attendance and pending amounts. |
| Close the day | Count the cash, check payments and close the till at the end of the day. |
| Online orders | Accept online orders and bill them. |
| Job work | Send work out to vendors and track it until it comes back. |
| Leads | Record enquiries and follow up on time. |
| Wabixo | Open Wabixo right inside Simple POS. |
| Settings | Printer, theme, date format, sync tools and bill corrections for this device. |
| Get help from Invoay Support | Call, WhatsApp, live chat and video tutorials. |
A note on optional features
Simple POS is used by many kinds of businesses, from salons to shops, so some screens only appear if your store uses that feature. Whenever a page or button depends on a feature, you'll see a box like this:
🔓 Optional feature: Appointments You'll see this only if Appointments is turned on for your store. Ask your admin to turn ON
IsAppointmentEnabled(under Appointment Settings) in the back office settings. If the setting is not available, please contact Invoay Support.
So if something in this guide doesn't appear on your screen, it usually means the feature is simply switched off for your store. Nothing is broken.
Need help?
You can reach the Invoay Support team any time from the Support tab inside the app, or:
- 📞 Call +91 82877 61922
- 💬 WhatsApp +91 82877 61922
- 🌐 Help Desk: helpdesk.invoay.com