Get paid and keep track

Collect money, keep a credit book, and see how your shop is doing.

0 of 17 read
  1. 1Send a pay linkSend a customer a link from the Counter so they can pay on their own phone.
  2. 2Follow up on a pay linkRemind a customer, check their slip, take cash, or cancel and refund a pay link.
  3. 3What customers see on a pay linkThe pay page your customer opens, and what it shows after they send a slip, choose cash or pay.
  4. 4Keep a credit bookWrite down what customers take now and pay later, and see who owes you.
  5. 5Record a payment in the credit bookWhen a customer pays what they owe, record it and their lines are crossed off.
  6. 6Ask someone to pay what they oweSend a customer a link that shows what they owe, so they can pay by transfer or PayPal.
  7. 7Fix a mistake in the credit bookUndo a wrong line, correct an old sale, cancel a payment, give money back or change a name.
  8. 8Your customersSee who buys from you, call or message them, and keep a note about each one.
  9. 9See how your shop is doingSee your sales, best sellers and what needs you, for any day, week or month.
  10. 10See which items sellSee which items sell the most, which make the most profit, and which are running low.
  11. 11Learn about your customersSee who bought from you, when they order, where they are and how they pay.
  12. 12See money in and money outSee the money that came in, what you spent, what you kept, and what is still not paid.
  13. 13Add your expensesWrite down what your shop spends, like rent or gas, so Insights shows what you really keep.
  14. 14Close the dayCount your cash drawer at closing time, see today's sales and send a day summary on WhatsApp.
  15. 15Find and share a reportOpen your reports, pick the days and filters, pin the ones you use, and save or send them.
  16. 16Sales summary, sales by item and other free reportsSee your sales, money in and out, best items and service charge, and download your orders.
  17. 17Get your GST sales numbersSee the GST on your sales for a month or a quarter, and copy the numbers for your MIRA return.