The service orders module is currently free as part of a public beta for Lean, Standard, and Advanced plans. If you're interested in the service module, please contact your Account Manager.

In addition to selling products, your business may also provide services, such as repairs, cleaning, or maintenance. With Retail POS you can attach services to sales on the Sell screen, allowing you to manage sales with services using the Services page.

Creating a sale with a service

Services can be attached to all sales types, including regular, unfulfilled, and on-account sales.

1. Navigate to Sell > Sell.
2. Attach a customer to your sale and add the desired products (including non-inventoried products for servicing)

   When the sale includes products that are out of stock, click More actions and select Mark as unfulfilled to create an unfulfilled sale. For more information on unfulfilled sales, refer to our Special order fulfillment in Retail POS (X-Series) guide

3. Click More actions and select Create service.
   
4. To schedule the service for a specific date, enter how long the service will take using the Hour and Minutes fields, then select an available Date from the list. To skip scheduling, click Next.
   

   You can use the Scheduled services column to determine what is currently scheduled on a given date to inform your selection. Once you enter how long the new service will take, the time will be added to the New schedule column.

   
5. Enter any information about the service into the Notes field. If there are no notes required, leave the field blank.
   
6. Click Create service. If an email or phone number is not attached to the customer profile, you will be prompted to enter the customer’s contact information before the service can be created.
   

Taking payment for a sale with a service

Services can be paid in full using any payment method, partially paid, or processed without payment.

The payment method used may affect what information can be edited on the sale. A sale with a service that is paid in full cannot be edited once processed. Partial payment or no payment sales with a service vary depending on how the sale was processed. For more information on editing sales with services, refer to our Managing services in Retail POS (X-Series) article.

Inventory for any products attached to a sale with a service is immediately removed from your store once payment (including partial and no payment) is completed. 

Payment in full

1. Create a sale with a service.
2. Click Pay.
   
3. Select the desired payment method to complete the sale.
   
4. Click Complete Sale.

Partial payment (deposit)

For services that require a deposit, you can process a partial payment and then place the remaining on layby or on account for the remaining balance to be paid later.

If you use an accounting integration, such as Xero, partial payments and saving sales are not available.

1. Create a sale with a service.
2. Click Pay.
3. Enter the partial payment amount and select a payment method to process the payment. This includes layby, on account, store credit, and loyalty, if used within your business. Once processed, the sale will recalculate to display the remaining balance owed.
   

   For services attached to an unfulfilled sale, once a deposit is taken, click Save Sale and then skip step 4. This will set the service status to Awaiting part on the Services page.
   

4. Click Layby or On account to save the remaining balance to be paid later.
   
5. Click Complete Sale.

The sale will show then be displayed in the sales history as partially paid and service pending. The remaining balance can be paid when your customer picks up their item once the service is completed.

No payment

For services that do not require any payment prior to completion, you can process the sale as a layby or on account sale as you would a partial payment.

1. Create a sale with a service.
2. Click Pay.

   For services attached to an unfulfilled sale, click Save Sale and then skip step 4. This will set the service status to Awaiting part on the Services page.
   

3. Click Layby or On account to process the total to be paid later.
   
4. Click Complete Sale.

What's next?