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Open In-store POS → Overview in the merchant dashboard. Review each settings section and select Save Changes after editing. Store setup must be complete before POS can take payments, and your plan may affect access.

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Orders and checkout

  • Default order status: Choose whether a completed checkout becomes Paid & fulfilled or Paid. Pick the one that matches how your team hands over goods.
  • Apply tax at checkout: Controls whether the tax configured under Settings → Tax is applied at POS.
  • Require a customer on every order: Makes staff attach a customer for receipts or order history.
  • Default receipt delivery: Choose Ask every time, WhatsApp, Print, or Email. Staff may still need a destination or printer appropriate to that method.
  • Accepted payment methods: Enable the methods staff may choose at checkout: Cash, Bank transfer, and Card. Keep at least one enabled.
  • Offline mode: Allows supported actions to be recorded while disconnected and synced when service returns. Check pending sync before signing out of a device.
  • Allow refunds: Lets staff refund paid POS orders from their order detail page, subject to permissions and PIN settings.

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Outstanding payments

Allow partial payments lets a customer pay part of a sale now and leave a balance. Allow customers to pay later allows a sale with no payment collected; staff must attach the order to a named customer. You can require a manager PIN before staff create a pay-later order. Review outstanding balances in the relevant POS and dashboard views so they are followed up.

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Discounts and manager approval

Allow quick discounts lets staff enter an ad hoc percentage or fixed amount at checkout. Set a maximum quick discount without manager PIN; above it, POS asks for a manager PIN rather than blocking the sale. The choices shown include 5%, 10%, 20%, and no limit. Accept discount codes at checkout is a separate control. You can also require manager PIN approval for manual discounts.

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PIN and device security

Enable Require PIN to open POS so staff enter a four-digit PIN before using the till. Separate controls require manager PIN for refunds, discounts, and PIN resets. Auto-lock after inactivity returns the till to the PIN screen after the selected idle time. Give each staff member their own access under Settings → Staff, and use manager permissions only for people who should approve these actions. After changing settings, open POS and run a small test transaction or a controlled staff walkthrough to check the checkout options and approval prompts.