Chris Muench
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Recent activity by Chris Muench
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Saved cards on file
A customer can keep any number of cards on file. Each is stored as a secure token, one can be marked the default, and you pick which to charge — or none — at payment time. Storing a card on file me...
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Recording expenses
Use the Expenses module to record what the business spends — date, amount, tax, payment type, category, recipient and optional cash pulled from a register. Root and child categories keep reporting ...
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Billing and your subscription
Store Config shows a Subscription plan panel with your plan name, status badges and feature entitlements, plus an Update Billing Information button that opens the billing portal. This page also cov...
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Customizing receipts
Open Store Config → Receipt to control everything a receipt shows — titles, line items, customer and employee details, taxes, balances, signatures, and footer text. This guide lists every setting w...
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Emailed reports and statements
Enter an address, a send hour and which day's figures on each location and the closeout report arrives by email automatically. From the reports themselves you can email store account and layaway st...
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Payment types, tips and split payments
Manage tenders under Store Config → Payment Types: use the built-ins, add your own, set per-tender markup/markdown fees, split a sale across several payments, and enable tip entry after card paymen...
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Invoices and billing customers
Build invoices from charges or store-account activity, apply named payment terms with due dates, and email, print, or download them in bulk. With integrated payments, customers pay online through a...
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Item kits and modifiers
Item kits bundle existing items into one sellable product with its own price and barcode. Modifiers attach priced add-on choices to an item at the register. Use kits for bundles, modifiers for opti...
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Your first day: store setup
A fresh store shows a six-step setup checklist on the dashboard. Work through Store Config first, then locations, items, employees, and hardware, and ring up a practice sale in test mode before you...
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Transfers between locations
In Receivings, switch to Transfer mode, choose the from and to locations, add items and send the transfer request — or complete it immediately for a quick transfer. The destination sees it under In...
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