ShortcutsPay - How to Process a Purchase
Learn how to process a sale with our integrated payment terminals
1. Open Shortcuts Point of Sale.
2. Search for and select the employee.
3. Enter employee’s PIN to access Shortcuts. (Shortcuts will automatically log the user in after entering the PIN).
4. On the primary menu, navigate to Main > Point of Sale.5. Select #Walkin (quick sale) or the client’s name from the sale dropdown list.
6. Click an empty line item or click the + button.
7. Select an employee.
8. Click on the Product or Service button.
9. Select a product or service to add to the sale.
10. Click Done.
11. Click on the Card button to make payment.
12. Click Process. Follow the prompts on the connected payment device
to process the card payment.
13. The payment will be processed. Click Done
14. A customer receipt can be printed or emailed by clicking the Receipt
button