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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.

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated today

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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