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How to check out a customer
With our point of sale, you can accept every type of payment, quickly and easily. First, you would add a tableware set to the cart. Then click “Charge”. The customer then swipes (or dips or taps) their card (or phone). They can then choose how they want to receive their receipt, and then click “Send”. A digital receipt goes to customer’s inbox and that’s it. You can accept every type of payment, quickly and easily.
How to add people to your customer list
Help increase engagement through marketing and loyalty programs in just a few taps. In the checkout screen, select “Add a customer”. Then click the plus sign. Then just enter your customer’s info and then click “Save”. Now you can contact them through marketing or loyalty programs to keep them coming back more often.
How to add a customer during checkout
Get a better picture of what your customers like by automatically keeping track of their purchases, preferences, and feedback. While you are checking out a customer, click “Add a Customer”. Then search for the customer’s name. Select your customer’s name, in this case Antonio, and then add him to the sale. Getting a better understanding of your customers is simple when you can automatically track their purchases, preferences, and feedback.
How to process a refund
It’s simple to return funds to customers and keep your inventory automatically up to date. Simply click “Transactions”, then select the transaction you’d like to refund. Click on “Issue Refund”, then select which items you want to refund. In this case, select “All Items” and then click “Next”. Now you can click “Returned Goods” and click “Refund” in the upper right. And that’s it. Their funds are returned, and your inventory is automatically updated.
How to track your business performance
Access up-to-date sales and inventory reports anytime, anywhere. First, click “more” in the main menu, then select “Reports”. Next, click the report icon in the upper right. Then select “Same Day Previous Year”. Click “1Y” to see year-over-year numbers. With Square it’s simple to access up-to-date sales and inventory reports anytime, anywhere.
How to send funds right to your bank account
Get access to your money right away. Simply go to “More,” then tap “Balance”. From there, you click “Instantly transfer” and your transfer is complete. That’s it. It really couldn’t be easier to access your money right away.