Settings
Learn about general settings in Retail POS.
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Store Access/Login
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Transferring your Retail POS account to a new account owner
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Resetting your Retail POS (X-Series) password
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Steps to take if your Retail POS (X-Series) account has been compromised
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Two-factor authentication (2FA) in Retail POS (X-Series)
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HTTP Basic Auth deprecation
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Retail POS (X-Series) Personal Tokens
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Understanding the Account Owner admin user in Retail POS (X-Series)
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Transferring your Retail POS account to a new account owner
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Customers
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Adding customers in Retail POS (X-Series)
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Managing customers in Retail POS (X-Series)
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Using customer groups in Retail POS (X-Series)
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Merge customer groups using a CSV file
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How to use the customers page in Retail POS (X-Series)
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Exporting your Customer List from Retail POS (X-Series)
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Finding and removing duplicate customer records in Retail POS (X-Series)
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Adding customers in Retail POS (X-Series)
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Outlets and Registers
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Gift Cards
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Retail POS (X-Series) gift cards
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Reloading a Retail POS (X-Series) gift card
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Import existing gift card balances
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Setting up your gift cards
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Gift receipts in Retail POS (X-Series) for Mac and PC
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Selling gift cards in Retail POS (X-Series)
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Enable gift card expiry dates
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Printing gift receipts in the Retail POS (X-Series) app for iPad
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Redeeming gift cards
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Voiding a gift card sale
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Using Retail POS (X-Series) gift cards with Xero
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Disable gift cards
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Honoring an expired gift card
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Retail POS (X-Series) gift cards
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Store Credit
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Loyalty
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Receipts
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Users
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Setting up users (staff members) in Retail POS (X-Series)
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Tracking user logins in Retail POS (X-Series)
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Custom user roles in Retail POS (X-Series)
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Enable user switching security
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Setting up the need for a password when switching users
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Accessing and printing your user barcode
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Deleting users in Retail POS (X-Series)
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User switching in Retail POS (X-Series)
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Setting user targets in Retail POS (X-Series)
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Disabling users in Retail POS (X-Series)
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Setting up users (staff members) in Retail POS (X-Series)
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Taxes
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Other Apps