Performing Basic Sales & Operations in Checkmate Business Suite

This video walks through the everyday basics of Checkmate: opening the Point of Sale, ringing up a sale and taking payment. The main steps are written out below with screenshots, so you can follow along or come back to a step later.

Step 1: Open the Point of Sale

Sign in to Checkmate and, on the Dashboard, open Point of Sale.

Step 2: Open your register

Choose your register and press Start Session (or Continue Session if it is already open). Pick your name and enter your PIN.

Step 3: Ring up the sale

Press + at the top to start a new order, then tap the products the customer is buying - tap a product again to add another, or use the - and + beside it in the cart. You can search by name or barcode, or scan the barcode.

Need to serve someone else first? Press + again: the first order is held at the top of the screen until you come back to it.

Step 4: Take payment

Press Checkout. Choose how the customer is paying - cash, card, bank transfer and so on - and enter the amount received. If they pay part one way and part another, press Add Payment. Then press Complete Sale.

Step 5: Give the receipt

Print the receipt, or send it to the customer by email or WhatsApp. The sale is recorded, the stock comes off and it appears in your reports straight away.

More help

• How to go back to the Dashboard from the POS - leave the till without closing your register.
• How to perform a refund - return items from a past sale.
• How to print multiple split orders from a single order - send one order to the team as several tickets.