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POS in the CRM

Run your tills from the back office — today's takings, shifts and Z reports, every receipt and its invoice, device settings and till categories.

The POS area of the CRM is the back office for your iPad tills. Everything the tills ring up arrives here: you see how each till is trading, check and close shifts, follow every receipt until it has become an invoice, and set up what each iPad offers.

For working at the till itself — signing in, selling, taking payment — see the Point of Sale (iPad app) help for the iPad app.

url: pos/overview wait: .pos-ov-kpis steps: - fill: .pos-ov-toolbar input[type=date]|2026-09-21 - waitms: 2500 - script: (function () { const m = { '[email protected]': 'Andrea Bühler', 'anna@local': 'Nicolas Rey', 'bruno@local': 'Sandra Meier' }; const w = document.createTreeWalker(document.querySelector('#content'), NodeFilter.SHOW_TEXT); let n; while ((n = w.nextNode())) { for (const k in m) if (n.nodeValue.includes(k)) n.nodeValue = n.nodeValue.split(k).join(m[k]); } })() - script: document.querySelectorAll('.pos-ov-till').forEach(c => { if (/Smoke|Ping/i.test(c.innerText)) c.remove(); }) crop: ul.main-tabs, #pos-overview-root The POS area in the CRM with its tabs (Overview, Shifts, Day journal, Invoice queue, Devices, Categories) and the Overview of one business day's takings.

The tabs

  • Overview of your tills — what every till has taken today, which tills are online, and what needs your attention.
  • Shifts and Z reports — one row per till per business day, with the cash count and the Z report.
  • Day journal — every sale and refund, and the invoice it became.
  • Invoice queue — the sales whose invoice could not be created yet, and how to fix them.
  • Devices and default settings — the iPads registered as tills, their settings, and the defaults new tills start with.
  • POS categories — the category tiles the till shows at checkout.

Overview of your tills

See what your tills have taken today, which ones are online, and what needs your attention — or switch to Trends for the last 7, 30 or 90 days.

Shifts and Z reports

Check every till shift with its cash count and Z number, download the Z report, take an X reading, or close a shift from the back office.

Day journal

Every sale and refund your tills captured, with its receipt number, cashier and the invoice it became — and how to retry or skip one that failed.

Invoice queue

The sales whose invoice could not be created yet, grouped by cause — fix the setting the error names, then retry them in one go.

Devices and default settings

The iPads registered as tills, and what each one uses — language, currency, prices, receipt text, the client sales are invoiced to, and how shifts work.

POS categories

Build the category tiles your tills show at checkout — names per language, colours, order and sub-categories — by hand or from your article categories.