Point of sale
Take on-site payments, customize the cash register module, and manage member subscriptions from the point of sale.
The Activiteez point of sale is cash register software built into the application: it is used to record payments, log on-site sales, and run your point of sale day to day — like a physical till or dedicated payment software (SumUp, etc.), from your browser or front-desk workstation. The NF525-certified cash register module (AFNOR certification, certification body Infocert) meets French legal requirements for recording payments; it is available depending on your plan or as an add-on.
Key concepts
- Payments and sales: quick payment entry, immediate catalog sales, collecting payment on an existing booking ticket
- Visits, subscriptions, and customer accounts: record visits, sell or debit subscriptions, create customer accounts and credit or debit them from the point of sale
- Cash register workflow: opening, day journal, payment methods, safe deposit, and closing — the same routine as a traditional till
- Link with bookings: do not confuse the booking ticket (registrations on the calendar) and the cash register receipt (fiscal ticket); the first is built in Bookings, the second at payment time
What you will find in this section
The guides and FAQs here detail using the cash register module: getting started, customizing screens, sales and payments, subscriptions and customer accounts, opening and closing the register, NF525 compliance. For the upstream journey (registration, booking ticket), see the Bookings section.
All guides
- Enable NF525 compliance Beginner 15 min
- Cash register permissions and rights Beginner 5 min
- Open the cash register Beginner 5 min
- Sell an item at the register Beginner 5 min
- Put a ticket on hold Beginner 5 min
- Collect payment with multiple methods Beginner 5 min
- Credit a customer at the register Beginner 5 min
- Deposit to the safe Beginner 10 min
- Close the cash register Beginner 5 min
- Review cash register positions Beginner 10 min
- Run a cash register inventory Beginner 10 min
- Restock inventory Beginner 10 min
- View and download fiscal archives Beginner 10 min
- Set up and sell a subscription at the register Intermediate 15 min
- Set up recurring payment for a register subscription Intermediate 15 min
- Configure cash register items Intermediate 15 min
- Review stock positions Intermediate 15 min
- Correct a count variance Intermediate 10 min
Frequently asked questions
Triggers automate an action as soon as an item is confirmed at the register, without extra manual steps.
In Cash register → Manage, expand the item (chevron) → Triggers block:
- Associated action: first action (e.g. Add a subscription, Debit a subscription, Book/Register, Add a customer badge, Link to a customer). Option fields depend on the selected action.
- … then: second action, e.g. Set up a payment — the payment window opens automatically after ticket confirmation (no need for Multi… on a recurring subscription; see Set up recurring payment for a register subscription).
A customer often must be selected at the register before sale when the action involves a subscription, badge or recurring payment.
Full guide: Configure cash register items. Member subscriptions: Set up and sell a subscription at the register.
A member subscription (plan, session card, access pass…) is configured in the cash item list, then sold or debited from the register or customer record. This is not your Activiteez subscription (GO, PRO, etc.): see Subscribe, suspend and reactivate your account.
- Open Preferences → Categories, Bookings, Notifications (or Cash register → Manage) → Cash item list → list….
- Add a row: label, price, check Active to show it at the register.
- Expand the chevron → Triggers block → Associated action: Add a subscription. Enter the plan name, initial credit (blank = unlimited), validity in days or a date, and an optional constraint.
- Save the list.
To assign a subscription: sell the item in Cash register (customer selected on the left) or click + Abo from Customers → Account list. To use a credit: Debit Abo at the register, or an item with Debit a subscription. For recurring SEPA direct debit: configure recurrence and … then → Set up a payment on the item — see Set up recurring payment for a register subscription.
Step-by-step guide: Set up and sell a subscription at the register. Trigger details: What are triggers on a cash register item?.
A combo, menu or kit is a register item that groups other catalog items. On sale, each included item is added to the ticket (with the combo name in parentheses).
- Open Cash register → Manage (or Preferences → Cash register item list).
- Expand the item with the chevron, section Combo, menu or kit.
- Click Combo items and add lines: item, quantity, price / supplement (optional), group (same group name = choice offered at checkout, useful for a menu).
- Price per item:
- disabled: the combo item price is charged; amounts on each line are optional supplements;
- enabled: the combo price is not charged; each line is priced at its catalog price (or the price set on the line).
- Save and test a sale at the register.
For all fields in detail: Configure cash register items.
- Open Cash register → Stocks and find the inventory line with a non-zero variance (orange or red icon).
- Click the wrench button next to the variance — visible if you have Write permission.
- If the variance exceeds 5 units, confirm in the warning dialog.
- The transaction editor opens with a prefilled stock variation (account 603): check quantity, amount, and date, then save.
To review all corrections on the period: Period movements button on the same screen.
Full procedure and edge cases: Correct a count variance. To understand why the variance appeared: Why does a variance appear on an inventory or stock position?.
In Cash register → Stocks, the variance on an inventory line is the difference between:
- the quantity you counted during inventory;
- the calculated position from Activiteez (sales, restocking, and recorded movements since the last reference point).
A non-zero variance means physical count and software calculation do not match. Common causes:
- Missing sale or restock, or entry on a different date.
- Counting error during inventory.
- First inventory in the displayed period: it is the reference (no variance on that count); variances appear on later counts.
- Item not tracked correctly: check Inventory → Active and stock name in Configure cash register items.
To investigate: Review stock positions. To correct after review: Correct a count variance.
