Finding your way around
π€ For: Everyone who uses Simple POS
Once you're logged in, everything in Simple POS is only a tap or two away. This page is your map. It shows every tab, what you can do there, and which tabs appear only when a feature is turned on for your store.
The main screen at a glanceβ
On a computer or large tabletβ
Your tabs run down the left-hand side of the screen. The top bar shows who's logged in and where.
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β LOGO β Billing βοΈ π π¬ Glow Salon | Andheri π€ Rahul β
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β π§Ύ β β
βBilling β
β π β β
βReturnβ (the page for the tab you pick) β
β π€ β β
βCustomer (F3) β
β π
β β
β β¦ β β
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| At the top | What it does |
|---|---|
| πΆ Connection (green) | Shows that Simple POS is running normally. Tap it to check that the store connection, uploads and updates are all working (β ). |
| βοΈ Settings | Opens the Settings page for this device. See Settings. |
| π Notifications | A number shows how many things need your attention. Tap to see counts for Appointments, Bookings (online), Leads, Pending Amount and Transfer In. Tap Leads, Pending Amount or Transfer In to jump straight there. Appointments and Bookings open the 4th tab in your side bar. That's the Appointment tab when Billing, Return and Customer are all showing. If your store hides the Return tab, open the Appointment tab yourself instead. |
| π¬ Store name | Reminds you which store and branch this counter belongs to. |
| π€ Your name | Tap it to log out. |
On a phone or small tabletβ
Your first four tabs sit along the bottom of the screen, followed by a Menu button. Tap Menu to see everything else as big, easy-to-tap tiles.
At the top right, tap π for notifications, or the π€ profile icon to see your store, open Settings, or Log Out.
π‘ Tip: On a phone, pressing your device's Back button while browsing product categories on the Billing screen takes you back one category. It doesn't close the app.
Your tabs, and what you can do in eachβ
Tabs marked Always appear for every store. Tabs marked Optional appear only when that feature is turned on for your store.
| Tab | Shows up | What you can do there |
|---|---|---|
| π§Ύ Billing | Always | Create a bill: pick a customer, add products and services, apply offers, and take payment. See Billing. |
| π Return | Optional | Look up a past bill by its number, then return it, return or exchange items, or change its payment method or staff. See Returns. |
| π€ Customer | Always | Find a customer, see their visit history, wallet, packages and memberships, and top up their balance. See Customers. |
| π Appointment | Optional | Book, move and cancel appointments, and turn an appointment into a bill. See more. |
| π Attendance | Optional | Staff check in when they arrive and check out when they leave. See more. |
| π¦ Inventory | Always | Check stock, receive stock transfers, and issue products to staff. See more. |
| π₯§ Expenses | Always | Record the day's shop expenses, like tea, cleaning supplies or repairs, and manage your vendors. See more. |
| π Reports | Optional | See sales, staff incentive and other reports for your store. See more. |
| π Online Order | Optional | Accept orders that come in online and turn them into bills. See more. |
| πΌ Job Work | Optional | Create job work (work sent out to be done elsewhere) and track it through to dispatch. See more. |
| π Leads | Always | Keep track of enquiries from potential customers and follow them up. See more. |
| π© Wabixo | Optional | Open Wabixo, Invoay's companion app, already signed in with your login. No second password needed. See more. |
| π§ Support | Optional | Call, WhatsApp or live-chat with Invoay Support, and watch video tutorials. See more. |
| βοΈ Settings | Always | Change settings for this device, such as the date format, printer and connection. On a computer, open it from the βοΈ button at the top. On a phone, find it in Menu. See more. |
Turning on optional tabsβ
If a tab from the list above is missing, the feature is simply turned off for your store. Here's how to get each one:
π Optional feature: Return If you have the Bill Return feature, you'll see the Return tab, where you can look up old bills and return, exchange or correct them. The tab is hidden when bill returns are switched off for your store. Ask your admin to turn OFF
DisableBillReturn(under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.
π Optional feature: Appointments If you have the Appointments feature, you'll see the Appointment tab, where you can book, reschedule and cancel appointments and convert them into bills. 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.
π Optional feature: Attendance If you have the Built-in Attendance feature, you'll see the Attendance tab, where staff can check in and check out each day. Ask your admin to turn ON
IsBuiltInAttendanceEnabledin the back office settings. If the setting is not available, please contact Invoay Support.On phones, Attendance always appears as a tile in the Menu.
π Optional feature: Reports The Reports tab appears when Employee Incentive on Billing is turned on for your store. There, you can see sales, staff incentive and other reports. Ask your admin to turn ON
IsEmployeeIncentiveEnabledOnBilling(under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.
π Optional feature: Online Orders If you have the Online Order feature, you'll see the Online Order tab, where you can accept incoming online orders and check them out as bills. Ask your admin to turn ON
IsOnlineOrderProcessEnabledin the back office settings. If the setting is not available, please contact Invoay Support.On phones, the Online Order tile always appears in the Menu. If the feature is off for your store, you'll see "Online Order Feature is disabled." when you open it.
π Optional feature: Job Work If you have the Job Work feature, you'll see the Job Work tab, where you can create new job work and dispatch it. Ask your admin to turn ON the
JobWorkfeature in the back office settings. If the setting is not available, please contact Invoay Support.
π Optional feature: Wabixo If you have Wabixo, you'll see the Wabixo tab, which opens your Wabixo account without asking you to log in again. Ask your admin to turn ON
IsWabixoEnabledin the back office settings. If the setting is not available, please contact Invoay Support.
π Optional feature: Support The Support tab appears when the Support / Help button is turned on for your store. Ask your admin to turn OFF
IsHelpButtonHiddenin the back office settings. If the setting is not available, please contact Invoay Support.π‘ Tip: During support hours, the Support icon lights up green, so you know our team is available to chat. Support hours are 10 AM to 8 PM Monday to Saturday, and 12 PM to 5 PM on Sunday.
Can't see something inside a page?β
Some sections inside a page, such as certain reports or parts of a customer's profile, depend on what your login is allowed to see. If a colleague can see something you can't, ask your admin to give your login access to that page in the back office.
Keyboard shortcuts (computers)β
| Key | What it does |
|---|---|
| F3 | If a customer is already on the current bill, opens their profile. Otherwise, jumps to the Customer tab. |
| F5 | On the Billing screen, opens a quick product search, so you can find an item and add it to the bill. Press Esc to close it. |
π‘ Tip: If your store uses a barcode scanner in fast-scan mode, the product search reopens automatically after each item. Just keep scanning!
Messages you might see after logging inβ
| What you see | Why it happens | What to do |
|---|---|---|
| Expiry Warning: "Your license will expire onβ¦" | Your subscription is ending soon. | Contact Invoay Support or your account manager to renew. |
| Warning: "Back Dated Billing Disabled." | This device's date looks earlier than your most recent bill, and your store doesn't allow back-dated bills. | Check that the device's date and time are correct. |
| Connection to server lostβ¦, Reconnectingβ¦ (shown only if connection pop-ups are turned on for your store) | (Extra counters.) The connection to the main counter dropped for a moment. | Usually fixes itself within seconds, and you'll see Connectedβ¦. If not, check the main counter and your network. |