Sell an item at Checkout
By JulienUpdated August 31, 2026
Checkout can record an in-person sale, with tax, paid in cash.
By Julien·Updated August 31, 2026
Checkout can record an in-person sale, with tax, paid in cash.
When a customer is buying an item in person, create the order from Checkout.
A sale walks through four things:
Customer: who is buying.
Items: switch the catalog to For sale, then add what they are taking today.
Payment: how they will pay, such as cash. The total includes tax.
Order: the record of the purchase on their account.
For example, a customer at the front desk can buy a drill, pay cash with tax included, and leave with a completed sale.
Open Orders from the workspace sidebar, then click Order.
You'll land on Select customer. Search by name or email, then click their row. Checkout starts with a person, so the sale is recorded on the right account.

Customer details shows who you're selling to. When it's the right person, click Continue.
Confirm the name and membership so the items and payment land on the right account.

Open Mode and choose For sale.
Items you can sell only appear in this catalog. Rentals stay under Rentals.

Search for the tool or item by name or SKU. You can type # followed by the SKU. Open it, then click Add to cart.
Repeat for any other items the customer is taking today. The cart is what will be recorded on the order.

Check that the customer, items, and amounts look right, including tax. Open the payment section and choose Cash.
The total includes tax. They can also pay with a saved card or their account balance.

Click Accept Cash, then confirm the amount.
This records the sale and charges the customer. Until you finish, the items are only in the cart.

You'll land on the order page.
Check that the customer, items, and status look right. That's your confirmation the sale was recorded.
