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SimplePOS user guide

19 topics in this section

Getting startedThis section is for the store owner (or whoever is setting things up) the very first time SimplePOS is installed on a device.4 articlesLogging inThis section covers what happens every working day: logging in, opening the till, and logging out at the end of your shift.4 articlesFinding your way aroundOnce you're logged in, everything in SimplePOS is only a tap or two away. This page is your map. It shows every tab, what you can do there, and which tabs…Read article →BillingThe Billing tab is where you'll spend most of your day. It's where you add what the customer is buying, apply any discounts, take payment and print the receipt.9 articlesReturns and exchangesSometimes a bill needs fixing after it's done. The customer returns a product, wants a different size, or the wrong payment method was picked. You'll find all…5 articlesCustomersThe Customer tab is your customer address book, with each customer's full story in one place: who they are, what they've bought, what's in their wallet, their…6 articlesAppointmentsThe Appointment tab is your booking diary. See who's coming in, book new visits, move them around, and turn a finished appointment into a bill with one tap.3 articlesStaff attendanceThe Attendance tab is where your team checks in when they arrive and checks out when they leave. It also tells everyone who's in today. And when you're…Read article →InventoryThe Inventory tab shows what's on your shelves, which products are with your staff for daily use, and stock sent to you from other stores or your warehouse.3 articlesExpensesRecord the day-to-day money that goes out of your store, such as tea and snacks, cleaning supplies, repairs or a quick courier. Recording expenses keeps your…Read article →ReportsThe Reports tab gives you a quick view of how your store is doing: sales, expenses, staff incentives, tips, attendance and pending payments.Read article →Close the dayAt the end of the day, you count the cash in the drawer, check card and other payments against what SimplePOS expects, decide how much cash to take out and…Read article →Online ordersWhen customers order online, their orders come into the Online Order tab. Here you accept them, prepare them, and turn them into a bill when the customer…Read article →Job workJob work is work you send out to another business, called a vendor, to be done for you. Think alterations sent to a tailor, jewellery sent for polishing, or…Read article →LeadsA lead is someone who's interested but hasn't bought yet. For example, a bride-to-be asking about bridal packages, or a walk-in enquiring about membership…Read article →WabixoWabixo is a companion app from Invoay. The Wabixo tab opens it right inside SimplePOS, and you're signed in automatically with your SimplePOS login. No…Read article →SettingsThe Settings page holds the options for this device: date and time format, look and feel, printer, and a few maintenance tools. Most of your store's rules…3 articlesSupportStuck on something? The Invoay Support team is happy to help. 😊Read article →What's new (changelog)What's new in each version of SimplePOS: new features, improvements and fixes, newest first.Read article →

About this section

SimplePOS user guide

Welcome! 👋 This guide walks you through SimplePOS step by step, in plain language. You don't need any technical knowledge to follow it.

Where to start​

If you're setting up SimplePOS 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.

SectionWhat you'll learn
Getting startedActivate SimplePOS on a new device, connect counters together, pair a card machine, and set up your printer.
Logging inLog in as a staff member, open the till for the day, log out, and fix common login problems.
Finding your way aroundWhat every tab and menu item does, and which ones appear only when a feature is turned on.
BillingCreate bills, add items, give discounts, take payment, hold bills and print receipts.
Returns, exchanges and bill changesRefund a bill or items, exchange a product, or fix the payment method or staff on a bill.
CustomersAdd and edit customers, view their history, recharge wallets, settle pending amounts and redeem gift vouchers.
AppointmentsUse the booking calendar, book appointments, mark arrivals and turn appointments into bills.
Staff attendanceCheck in and out, and connect a biometric attendance machine.
InventoryCheck stock, issue products to staff, and receive stock transfers.
ExpensesRecord the day's expenses and manage vendors.
ReportsSales, expenses, staff incentives, tips, attendance and pending amounts.
Close the dayCount the cash, check payments and close the till at the end of the day.
Online ordersAccept online orders and bill them.
Job workSend work out to vendors and track it until it comes back.
LeadsRecord enquiries and follow up on time.
WabixoOpen Wabixo right inside SimplePOS.
SettingsPrinter, theme, date format, sync tools and bill corrections for this device.
Get help from Invoay SupportCall, WhatsApp, live chat and video tutorials.
What's new (changelog)New features, improvements and fixes in each version of SimplePOS.

A note on optional features​

SimplePOS 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.

Which version do I need?​

Newer features show the SimplePOS version that introduced them, like this:

🆕 Since v1.47.0 · What's new

If you don't see a feature, check your app version at the bottom of the login screen. If it's older than the version shown, update SimplePOS. See the changelog for everything that's changed.

Need help?​

You can reach the Invoay Support team any time from the Support tab inside the app, or: