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Processing a Sale

Step-by-step instructions for completing a transaction from start to finish using the Point of Sale system.

Written by Hayden Zammit Meaney

Processing a Sale

Processing a sale in Tourism Accelerator is straightforward. This guide walks you through a complete transaction from adding items to providing a receipt.

Before You Begin

Make sure you're logged in and have access to the Point of Sale at /point-of-sale. You'll need appropriate staff permissions to process sales.

Step-by-Step: Complete a Sale

Step 1: Add Items to the Cart

  • Navigate to Sales > Point of Sale

  • Browse categories or use the search bar to find the product

  • Click on the item to add it to the cart

  • The item appears in the right panel with the price displayed

Example: A customer wants to book a "Sunset Kayak Tour" for 2 adults

Click the Experiences category

Select Sunset Kayak Tour

Click the + button to increase quantity to 2

The cart now shows: Sunset Kayak Tour x 2

Step 2: Select the Date and Time (for Experiences)

If you're selling a bookable experience:
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A date picker will appear after adding the item

Select the tour date the customer wants

Choose the available time slot

Confirm the selection


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Step 3: Add Customer Details (Optional but Recommended)

Click Add Customer above the cart

Search for an existing customer by name, email, or phone

If they're new, click Create New Customer and enter their details

The customer is now linked to this transaction

Step 4: Review the Order

Before processing payment, double-check:
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All items are correct

Quantities are accurate

The total (including GST) is what you expect

Any applicable discounts have been applied


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Step 5: Select Payment Method

Click the appropriate payment button:
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Cash - For notes and coins

Card - For credit or debit cards

Split Payment - For combining multiple payment methods


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Step 6: Complete the Payment

For cash payments:

  • Enter the amount received from the customer

  • The system calculates change automatically

  • Click Complete Sale

For card payments:

  • Click Card

  • Process the payment through your integrated terminal

  • Once approved, click Complete Sale

Step 7: Provide Receipt

After completing the sale:
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  • Choose Print Receipt for a physical copy

  • Or select Email Receipt to send digitally

  • The sale is now recorded and the customer can be on their way


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What Happens Next

  • The sale appears in your Sales History

  • If a customer was attached, it shows in their purchase history

  • The transaction is included in your daily reports

  • Inventory is automatically updated (for merchandise)

Common Questions

Can I pause a sale and come back to it? Yes! Click Park Sale to save the current cart. You can retrieve it later from the parked sales list. What if I make a mistake? Before completing payment, you can edit or remove items freely. After payment, you'll need to process a refund—see our Refund Processing guide. Can I add notes to a sale? Yes, click Add Note in the cart section to include special requests or instructions.

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