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Point of Sale

  • Updated

Point of Sale is a great way to track your sales for the day. Transactions can include:

  • Contract Payments
  • Event Payments
  • Testing Fees
  • Retail/ General Merchandise

These items are available for purchase via the mobile app and will automatically be added to all reports and student profiles.

Adding a Transaction in Point of Sale

To add a point of sale transaction, first be sure that all point of sale items have been established in your settings. Once established, entering a transaction is as follows:

  1. If backdating a transaction, select the date that you want the transaction applied to. The date will default to today.
  2. Select the Item Type (Contract/ Events/ General Merchandise/ Program Related).
  3. Search the item that you would like to enter.
  4. Search and select the student that the point of sale transaction should be applied to.
  5. Select the "+" button to add to the order. You should see all items applicable to the transaction in the Order Items column on the left side.
  6. Confirm accuracy of order.
  7. Select "Checkout" at bottom right corner of screen.
  8. Select Payment Type (Cash/ Check/ Credit or Debit Card).
  9. If Cash, enter amount received and click calculator button to determine change.
  10. If Check, enter check number.
  11. If Credit Card (and billing via Mastermind is enabled) enter credit card information (Cardholder name, credit card number, expiration date, and security code). If billing is not enabled and payment was handled via another terminal, select "Card Swiped Externally".
  12. Click finalize in the bottom right corner of the screen.