Sell on POS: About Payment and Shift

1. Types of payment method in POS

There are 4 types of payment methods in EasyStore POS that you can offer to customers:

Items	POS payment methods	Payment methods (default)	Payment methods (custom)	Others (online payment methods)
Description	Integrated POS payment method by payment gateway, e.g. card or e-wallet.	Cash or payments via external card terminal from your bank. If you need a cash drawer, refer step 6 in this guide for more details.	Any other special / custom payment method for POS.	Online payment methods that enabled in Settings > Payments.
Transaction linked with order	Yes, order auto mark as Paid upon successful payment	No, manual verify payment and mark order as Paid	No, manual verify payment and mark order as Paid	No, manual verify payment and mark order as Paid
How to set up?	Refer step 7 in this guide for more details.	System preset	Go to POS > Menu > Settings > Payment > Add payment method > Add custom payment	Go to admin panel > Settings > Payments > Add payment

2. Select location for POS

Before starting the day, it is important that you select the right location for POS because it will be recorded in sales and inventory reports.

2.1 Check the selected location on the top left. If need to change location, tap the location name.

2.2 Tap the correct location name to switch.

3. Open shift

To record cash movement and get the daily POS shift report, you must open a shift before start creating orders.

3.1 Once location set, tap Menu > Open Shift.

📌 Reminder: Each location can only have 1 shift at a time.

3.2 Under Enter starting cash amount, key in the actual cash amount in your cash drawer at the time of open shift > tap Open Shift.

3.3 After shift opened, you may from time to time during the day, tap Menu > Shift to view shift summary.

3.4 Shift summary consists of 3 sections:

Shift Information
Cash Drawer
Sales Summary

4. Manage cash drawer

4.1 During the shift, if you need to record cash movement that is not related to any orders, tap the Cash In / Cash Out button in Cash Drawer section.

4.2 Insert the amount and description, tap Cash In or Cash Out button to record.

5. Close shift

Before ending the day, make sure to close the shift.

5.1 To close shift, tap Menu > Shift, tap Close Shift button at the bottom of shift summary.

📌 Reminder: The staff who open and close the shift can be different.

5.2 When closing shift:

Expected Closing Cash is the system calculated cash amount that supposed to be in your cash drawer.
Under Actual Closing Cash, key in the actual cash amount in your cash drawer at the time of closing shift.
If the 2 cash amount above are not the same (closing cash not tally), the short / extra amount will show as Difference.
You can put Remark for this shift if necessary.

Once all done, tap Close Shift again.

5.3 Closed shift summary can be printed.

5.4 You can also find the list of shift report in admin panel Reports > Shift.

6. Split payment

You can let customers pay with more than one payment method for a single order. This gives them more flexibility, creates a better shopping experience, and may help increase order value.

6.1 Checkout on POS as usual > select the first payment method.

6.2 Enter the first payment amount > tap Continue split payment.

6.3 Select the next payment method.

6.4 Enter the next payment or balance amount > tap Continue split payment again or once the full amount is received, tap Mark as paid.

6.5 Payment is completed.

7. Collect deposit and balance payment

You can let customers pay a deposit first and the remaining balance later. This is useful for items that require ordering, customization, or preparation, giving customers flexibility while helping you manage orders smoothly.