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Sell packages, memberships and gift vouchers

👤 For: Cashiers, front-desk staff and store managers

Besides regular products and services, you can sell a few special things from the billing screen, all of which bring customers back again and again. This page also shows you how to use a package a customer has already bought.

ℹ️ Note: All of these belong to a specific person, so Simple POS always asks you to choose a customer first, if you haven't already.

Sell a prepaid service package​

🔓 Optional feature: Packages If you have the Packages feature, you'll see a Packages tile on the billing screen, where you can sell prepaid bundles of services. For example, "6 Hair Spas for ₹6,000". Ask your admin to turn ON IsPackageEnabled (under Package Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Packages on the billing screen.
  2. Tap the package the customer wants.
  3. Choose the customer (if asked), and the staff member who sold it (if asked).
  4. The package is added to the bill. Go to checkout as usual.

Build a custom package on the spot​

🔓 Optional feature: Custom packages If your store has Custom packages turned on, you'll also see a Custom Package tile inside Packages. Ask your admin to turn ON IsCustomPackageEnabled (under Package Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Packages, then Custom Package.
  2. Tap Add Services to pick the services to include.
  3. Fill in:
    • Package Name: at least 3 letters, e.g. "Bridal Prep – Priya"
    • Actual Cost: what the services would normally cost
    • Package Cost: what the customer will pay
    • Commission Percent: the staff commission on this package (up to 70%)
  4. Save it. The package is added to the bill.

ℹ️ Note: Tax on custom packages is filled in for you. It can be changed only if your store allows editing tax on custom packages.

Use a service from a customer's package​

When a customer who owns a package gets one of its services, you can take it from their package instead of charging them.

  1. Choose the customer and add the service to the bill, as usual.
  2. If the customer has that service in a package, the bill line shows how many they have left (Qty) and when the package expires (Expire In … Days).
  3. Tap Use. The service is taken from the package, so the customer doesn't pay for it.

🔓 Optional feature: OTP when using a package If your store has this turned on, the customer gets a one-time code to confirm they're using their package. Ask your admin to turn ON ValidateOtpOnPackageRedeem (under OTP Validation Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

If you see Limit Reached, the package has no services left, or only a few left. The message tells you how many.

Sell a membership​

🔓 Optional feature: Memberships If you have the Memberships feature, you'll see a Membership tile where you can sell memberships that give the customer discounts on future visits. Ask your admin to turn ON IsMembershipEnabled (under Membership Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Membership, then the membership plan.
  2. Choose the customer, and the staff member if asked.
  3. If the plan uses a membership card, enter the card number.
  4. Go to checkout.

Good to know:

  • A membership must be sold on its own bill. If there are other items in the cart, you'll see Cannot Add Membership. Finish or hold the current bill first.
  • A customer can't buy the same membership again while their current one is still active.
  • Checking a membership needs an internet connection.

Sell a membership wallet​

🔓 Optional feature: Membership Wallet If you have the Membership Wallet feature, you'll see a Membership Wallet tile where customers can pay upfront and spend the balance on future visits. Ask your admin to turn ON IsMembershipWalletEnabled (under Membership Wallet Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Membership Wallet, then the wallet plan.
  2. Choose the customer, and the staff member if asked.
  3. Enter a card number if the plan asks for one.
  4. Go to checkout.

To spend a membership wallet later, see Membership wallet in Take payment.

Sell a loyalty plan​

🔓 Optional feature: Loyalty Points If you have the Loyalty Points feature and your store sells paid loyalty plans, you'll see them under the Loyalty Points tile. Ask your admin to turn ON IsLoyaltyPointsEnabled (under Loyalty Point Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Loyalty Points, then the plan.
  2. Choose the customer, the staff member (if asked), and enter a card number (if asked).
  3. Go to checkout.

You can't add the same loyalty plan twice to one bill.

Sell a gift voucher​

🔓 Optional feature: Gift Voucher sales If you have the Gift Voucher feature, you'll see a Gift Voucher tile on the billing screen. Ask your admin to turn ON IsGiftCardSalesEnabled (under Gift Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

  1. Tap Gift Voucher.
  2. Choose the customer who's buying the voucher, and the staff member if asked.
  3. If asked, choose the voucher type:
    • Amount Wise: a voucher for a money value, e.g. ₹2,000.
    • Item wise: a voucher for specific services. Tap Add Services to choose them.
  4. Fill in the recipient's details:
    • Recipient Name (at least 3 letters)
    • Mobile No and Email Id
    • Amount and Quantity (for amount-wise vouchers)
    • Message: a short personal note (3 to 247 characters)
  5. Check the Expired In days, then tap SAVE.
  6. Go to checkout.

If you see Gift card is Not Active, gift vouchers haven't been set up for your store yet. Please contact Invoay Support.