Core functionality: Checkout (directly in the Treatwell Connect calendar)
- Sells all typical items:
- Services
- Products
- Salon vouchers
- SumUp integration
- Available payment methods
- Cash
- Card (Maestro, Mastercard, American Express, VISA, V PAY, giropay)
- Vouchers (salon vouchers and 3rd party vouchers)
- Other payment method (with free text field)
- Online prepayment via Treatwell
- Split payments supported
- Captures employees checking out and prints name on receipt
- Checkout receipt:
- Creates bills that comply with legal requirements
- UK: total value up to £250
- IE: total value up to €100
- Also prints and archives receipts
Manage/ capture cash money in drawer
- Enter cash deposits and cash withdrawals
- Print, create and archive cash deposit and cash withdrawal receipts
- Perform the cash check up any time
Daily day-end closing
- Create, print and archive an end of day report with information about the business day such as:
- Gross total and net revenue
- Gross revenue per category and VAT rate
- Refunds per category and VAT rate
- Total VAT and per VAT rate
- Salon vouchers issued & refunded
- Total payments and refunds per type (i.e. cash or card) and sub category (i.e. VISA or American Express)
- List of refunded items and their refunded prices
- Cash balance, cash withdrawals and cash refunds
Transaction report (chronological journal)
- List of all transactions per business day
- Basic view and advanced view: display all relevant information per transaction, i.e.:
- Date and time
- Transaction nummer, transaction type (i.e. sales, refund, cash deposit)
- Total amount, item amount and payment amount (per payment method)
- Sold items and notes (i.e. refund note)
- VAT rate and amount per item
- Digital sales summary (like your end of day report)
Substantial real-time sales reports:
- Customisable:
- Custom report period (start date and end date choosable)
- Employee selection (all or particular)
- Per channel(i.e. all, Treatwell, Widget or direct (created in Connect))
- Detailed:
- Sales per category (services, products and salon vouchers)
- Sales per category and single item (i.e. particular service or product)
- Employee sales (compare employee performances)
- Particular sales per category and employee
- VAT per category
- Performance diagrams:
- Per day and category
- Per month and category
POS data export
Transactions export (CSV file) for accounting:
- Define export start date and end date
- Chronological spreadsheet of all POS transactions and transactional data such as:
- Transaction date, time, type & number
- Receipt number, payment method & amount, client and employee name
- Name, price, VAT rate & amount per item
- Refund, cash deposit, cash withdrawal note
- Order ID (for Treatwell and Widget orders)
- Appointment date & time
Other functions
- Remote access to transactional data and sales reports (does not have to take place at POS terminal)
- Rights management
- I.e. allow particular employee to checkout but disallow refunds or create read-only account for accountant to access transactional data
- Create, print and archive receipts for each transaction
- Add personalised text on sale receipts
- Print receipt copies (i.e. at a later time in case of loss)
- Non-cash employee tips (i.e. tips via card)
- Manage stock and (low) stock indicator
- Sophisticated online help centre