Checkout & the cash register

The Checkout section handles three jobs: quick retail sales, cashing out finished repairs, and the cash register’s daily cycle. They share one screen.

Recorded from the real app: a quick sale typed and ready for payment.

At the top of Checkout you pick a mode (marked 1): Quick Sale for over-the-counter retail, Customer Lookup to pull up a customer’s open invoices, and Register for the drawer.

Ring up a quick sale

1. Click Quick Sale.
2. Type the item name in the line editor (marked 2), saved items autocomplete as you type, or scan a barcode. Price and quantity sit on the same row. Add rows with + Add Item.
3. Pick the payment method (marked 3): Card runs Square, Cash does the drawer math, Send Link texts or emails a payment link for pay-later.
4. Done. The receipt sends automatically, inventory items decrement stock, and the sale lands in the register feed and reports.

Cash out a repair

Use Customer Lookup, or open the ticket itself, the invoice is already built from the ticket’s parts and labor, with any deposit applied. Take the balance by card, cash, or link. The receipt automation fires the moment payment lands (see Invoices & payments).

Run the register day

An open register session: cash in, payouts, the running sales list. Recorded from the real app with demo data.

1. Open the register at the start of the day with a starting float (marked 1), the cash that begins the drawer.
2. During the day, every cash sale logs itself. Use + Cash In, + Payout, and +/- Adjustment for the non-sale cash movements (owner drops, parts runs, correcting a miscount).
3. Close Register (marked 2) at the end of the day. BenchKey shows expected cash versus what should be in the drawer, count it, record it, and any discrepancy is documented to the shift, not discovered at month end.

Session History keeps every past register day, with its sales, payouts, and close-out numbers.

Common questions

• Refunds: every transaction row has a Refund action, the refund threads back to the original payment and the register feed.
• Receipts: reprint or resend from the transaction row or the ticket.
• Who sold it: the “Who did this work?” selector on the sale credits the right person, which feeds commissions if you use them. See Time clock & commissions.
• Store credit: customers can carry a credit balance (from trade-in payouts or goodwill) and spend it as a payment method on any invoice; the ledger tracks every movement.