Make a Sale – Checkout

With Payzli POS, explore the seamless sales process, featuring “Offline Mode” for uninterrupted operation, “Payments via Pax machines” for hassle-free transactions, and the convenience of “Tap to Phone” functionality.

Using Payzli POS, you have the following options:
1. Make a sale using the Wizard from the main menu.
2. Make a sale using Checkout checkout from the main menu (this article).
3. New Sale from the customer details page.

To make a sale using Single Page Checkout:

1. From the main menu of your Payzli POS account, select Checkout option from the New Sales dropdown.
2. On the checkout page, it is optional to fill out Customer, Services, or Products.
   • Even if you add any services or products, adding technician is also optional.
3. Once the subtotal appears, you then have the following payment methods to select from: Credit/Debit Card, Full Cash, or Split Payment.
4. Click Process Payment and then follow through the instructions on the screen.
5. Clicking Process Payment will show you a window to Add a Tip. 
   • The tipping percentage is shown in the order it s configured in Administration > Business Settings > Sales Settings.
6. Once completed, click Confirm and Pay to finalize the payment.
7. You can proceed to make payment through Pax or Tap to phone.

Offline Mode

If your internet connection becomes unstable or gets interrupted during the sale process, the system will seamlessly transition into Offline Mode. This mode is activated by default, enabling you to view all data and proceed with sales without requiring an active internet connection. The information from these transactions will automatically synchronize with the app once it comes back online. This helps you provide seamless services, even your connection isn’t!

Currently, offline mode is only supported for iOS and android app, not for web version of the app.

Payment through Pax

Payzli POS supports payment using Pax devices to ensure secure transactions, user-friendly interface, mobility, and real-time reporting. Pax devices are point-of-sale (POS) terminals designed to process various forms of electronic payments.

Currently, payment through Pax is supported only for Android devices.

Payment through Tap to Phone

“Tap to Phone” transactions represent a contemporary approach to receiving payments from customers via your smartphones or tablets. This empowers you to convert your personal devices into reliable and user-friendly point-of-sale (POS) terminals, eliminating the necessity for extra hardware.

Currently, Tap to Phone is supported only for Android devices.