The one concept nobody explains: the batch
Tavvi groups your sales into a batch, think of it as "the day." You open a batch when you start selling, every sale lands inside it, and you close it at the end of the day to see your totals. If the register ever tells you a batch is required, it's just asking you to start the day.
Open the register from your store's home screen.
If prompted, tap Open Batch. The register opens and you're ready to sell.
Build the order
Tap an item on the grid. It drops into the order on the side of the screen.
Tap it again to add another one, or tap the line in the order to change quantity or remove it.
If the item has options, size, add-ons, extras, a sheet pops up so you can pick before it lands in the order.
Watch the total update as you go. Nothing is charged yet.
Take the payment
Tap the pay button. You'll see your payment options.
For a practice run, choose Cash. Enter what the customer handed you, Tavvi shows the change to give back.
Card payments work here too once you've set them up: with Tap to Pay on iPhone the customer taps their card or phone on your iPhone, with a card reader they tap or insert on the reader. Each has its own guide.
The receipt
After the payment lands you can print a receipt (if you've set up a printer), text it, email it, or skip it, whatever the customer wants. Skipping is fine; the sale is recorded either way.
Undo a practice sale
Made a test sale and don't want it polluting your numbers? Open the order from the day's order list and refund or void it, "Refunds, the right way" covers which one to pick. Short version: same-day mistakes get voided.
If something's off
- The item grid is empty. Your catalog has no items yet. Go build it, the register can only sell what exists.
- Card options are grayed out or missing. Payment setup isn't finished. That's the "Get set up to receive money" guide, ten minutes.
- It's asking about a batch and you're confused. Tap Open Batch and move on. At close time, Close Batch wraps the day and shows your totals.