Use this article to take a payment for any amount on your Stackably terminal without picking products, using the Quick Sale screen. The steps are the same on the Sunmi P3H handheld terminal and the Sunmi P3 Mix countertop terminal; the P3 Mix simply lays the same screens out side by side on its wider display. We will ring up a $20.00 sale, add a customer, and pay with cash, then look at the other payment methods.
Where is Quick Sale on the terminal?
Quick Sale is the first of three tabs at the top of the terminal home screen: Quick Sale, New Order and Services. Tap Quick Sale to open it. The Quick Sale screen has these parts:
Quick Sale tab – selected when you are on this screen.
Enter Amount – the amount you are charging, starting at $0.00.
+ Add Note – adds an optional note to the sale.
Number keypad – the keys 0 to 9, a 00 key and a backspace key.
Split – opens the Split Payment screen so more than one person can pay.
Continue → – moves to the payment screen once an amount has been entered.
On the P3 Mix the same controls appear in the same order across the wider screen:
How do I enter the sale amount and add a note?
To enter the sale amount on the Quick Sale screen, type the amount in cents on the keypad: the digits fill in from the right, so tapping 2, 0, 00 shows $20.00. Tap the backspace key to remove the last digit.
Tap + Add Note if you want to record something about the sale, such as Catering deposit. A note box opens under the amount; type the note. The button changes to Edit Note once a note exists.
Type the amount on the keypad. The amount updates as you type.
When the amount is correct, tap Continue →. The Continue → button stays greyed out until the amount is more than $0.00.
What is on the payment screen?
The payment screen opens after you tap Continue. It shows the order number and its status, the sale amount, the customer, and every payment method with the exact price for that method:
Order number and status – a new sale is numbered automatically and shows Open until it is paid.
Sale Amount – the amount you entered.
Customer – shows Guest until you attach a customer; tap Add to pick or create one.
Select Payment Method – Card (Tap / Insert / Swipe), Cash, Gift Card, ACH (charges a bank account the customer already has on file) and Split. Each method shows its own price. With dual pricing, the card price and the ACH price are higher than the cash price: for a $20.00 sale the terminal shows Card $20.80, Cash $20.00, Gift Card $20.00 and ACH $20.20, so the customer sees exactly what each way of paying costs before they choose.
Pay – confirms the selected method. The button shows the amount for the selected method, for example Pay $20.00 for cash or Pay $20.80 for card.
The three-dot menu (⋮) in the top-right corner – opens Discounts and Void.
On the P3 Mix the payment methods sit in two columns:
Note: Dual pricing is optional. If your account uses one price for every payment method, all four amounts on this screen are the same.
How do I attach a customer to a quick sale?
To attach a customer on the payment screen, tap Add on the Customer row. The Add Customer sheet opens:
Search name or phone – type part of a name or phone number to narrow the list.
+ (Add new customer) – opens a short form for a customer who is not in the list yet.
The customer list – tap a name to attach that customer to the sale.
To create a new customer, tap the + button, then:
Enter the Full name.
Enter the Phone number.
Tap Save customer.
The Customer row now shows the customer's name and phone number instead of Guest, and the Add link becomes Change, which lets you pick a different customer.
How do I take cash on a quick sale?
To take cash, tap Cash on the payment screen, then tap Pay. The Cash Payment screen opens with the total and a row of Received buttons:
Quick-tender buttons – the total rounded up to a whole dollar plus two larger round amounts, for example $20, $40 and $50 for a $20.00 sale. Tap the bill amount the customer hands you.
Custom – opens a keypad so you can type any amount received.
Change Due – the terminal works out the change for you. Tapping $40 on a $20.00 sale shows Change Due $20.00.
Complete Sale – finishes the cash payment.
If you tap Custom, type the cash received on the keypad and tap Done. The amount you typed appears as a fourth received button and Change Due updates; typing $25.00 on a $20.00 sale shows Change Due $5.00.
Tap Complete Sale. The Payment Approved screen shows a tick, the amount and an authorization number, followed by the receipt choices.
How do I give the customer a receipt?
The Payment Approved screen appears after every successful payment and offers four receipt options and a Done button:
Payment Approved – the amount paid and the authorization number for the payment.
Email Receipt, Text Receipt, Print Receipt or No Receipt – tap the one the customer wants.
Done – returns to the Quick Sale screen ready for the next sale.
After you choose a receipt option or tap Done, the terminal returns to the Quick Sale screen with the amount reset to $0.00.
How do I take a card payment on a quick sale?
To take a card payment, tap Card on the payment screen and then tap Pay; the button shows the card price, for example Pay $20.80 for a $20.00 sale. The Card Payment screen shows the total and asks the customer to Tap / Insert / Swipe Card while it waits for the payment. When the card is approved the terminal moves to the Payment Approved screen with the receipt options.
Note: The screenshot above is from the terminal in test mode, so it shows a Simulate Approval button instead of a live card prompt. On a live terminal the customer taps, inserts or swipes their card and the payment is sent to the processor.
How do I redeem a gift card on a quick sale?
To redeem a gift card, tap Gift Card on the payment screen and tap Pay. The Gift Card sheet opens:
Card Number – type the 16-digit gift card number, or tap the scan icon at the end of the box to scan the card.
PIN – type the card's PIN.
Check Balance – shows the card's balance and the sale amount.
Apply Gift Card – pays the sale from the gift card.
Reset clears the number and PIN so you can start again, and Cancel closes the sheet without charging the card. A successful redemption goes to the Payment Approved screen.
How do I take an ACH payment on a quick sale?
ACH is for customers who already have a bank account saved in Stackably, so it only works once a customer is attached to the sale. Tap ACH on the payment screen and the terminal lists the ACH accounts that customer has on file, each shown by the last digits of the bank account number. Tap the account you want to charge, then tap Pay; the button shows the ACH price, for example Pay $20.20 for a $20.00 sale, and the sale finishes on the Payment Approved screen.
A typical example is a gym whose member pays their membership by ACH. When that member grabs a protein bar at the front desk, the staff ring up a quick sale, attach the member, tap ACH, choose the account ending in the digits the member recognizes and tap Pay, with no card or cash needed.
Note: ACH is not a bank-to-bank transfer started from the terminal; it only charges an account that is already saved for the customer. If the customer has no ACH account on file, take the payment another way.
How do I split a quick sale between two or more people?
To split a sale, tap Split on the Quick Sale screen after entering the amount, or tap Split in the payment method list. The Split Payment sheet opens over the payment screen:
Number of splits – tap − or + to change how many payments there will be; it starts at 2.
Assign customer – tap on any split to attach a customer to that part of the bill.
Amount – each split starts with an equal share; tap an amount to type a different figure for that split, then tap Set Amount.
Distribute evenly – resets the splits to equal shares. The word Balanced appears when the splits add up to the total; otherwise the sheet shows how much is still unassigned.
Apply Split – starts collecting the first payment.
Remove Split – goes back to a single payment; Cancel closes the sheet.
After you tap Apply Split, the payment screen title changes to Payment 1 of 2 and the sale amount shows the first share. Choose a payment method for that share and pay it as usual. Each Payment Approved screen tells you how many payments remain and has a Next Payment → button that opens the next share; the last share ends with Done.
How do I apply a discount to a quick sale?
To apply a discount, tap the three-dot menu (⋮) in the top-right corner of the payment screen and tap Discounts. The Add Discount box has:
Preset discounts – any saved discount, for example Summer Sale 30% off.
$ / % switch – choose whether the amount you type is a fixed amount or a percentage.
Discount amount – type the discount.
Apply Discount – applies it to the sale.
The Sale Amount updates and a red line under it shows the discount, for example -$6.00 discount. Every payment method price is recalculated from the discounted amount.
How do I cancel or void a quick sale before it is paid?
To cancel a sale from the payment screen, tap the back arrow in the top-left corner. A Cancel Order? box explains that the order will be cancelled and removed from open orders; tap Cancel order to confirm. The terminal returns to the Quick Sale screen.
To void the sale instead, tap the three-dot menu (⋮) and tap Void. The order status badge changes from Open to Voided.
Where do I find a completed quick sale afterwards?
To find a completed sale, tap Orders in the bar at the bottom of the terminal screen. The Orders screen lists every order with its type (Quick Sale), status badge, order number, amount, server and time:
Search Order #, or Customer – find an order by number or customer name; the filter icon next to it filters by date, payment type and order type.
All, Open and Completed – switch between every order, orders still waiting for payment, and paid orders.
A paid quick sale shows a green PAID badge; an unpaid one shows DUE.
Tap an order to open its receipt view, where you can print, email or text the receipt again.
Tip: Tap Home in the bottom bar at any time to get back to the Quick Sale screen.