--- title: How do I create a POS Receipt in ERP? description: Here's how you create and close in-person sales transactions using light POS functionality in ERP. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-a-pos-receipt-in-erp#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. 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[POS Receipts](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pos-receipts) # How do I create a POS Receipt in ERP? ## Here's how you create and close in-person sales transactions using light POS functionality in ERP. ### Navigate to the POS Receipt screen Go to: **ERP → Sales → POS Receipt** You’ll see a list of all existing POS Receipts. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-06-50-27-0301-PM.png?width=670&height=328&name=image-png-Sep-29-2025-06-50-27-0301-PM.png) --- ### Click "Add" to start a new transaction Click the **Add** button in the top-right corner to launch a new POS receipt screen that mimics a traditional point-of-sale interface. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-06-50-46-8607-PM.png?width=670&height=152&name=image-png-Sep-29-2025-06-50-46-8607-PM.png) --- ### Confirm or change the customer - By default, the receipt uses a “Walk-in” customer. - If you want to assign a saved customer: - Click the **Customer** button - Select an existing customer from your database ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-06-35-3833-PM.png?width=670&height=92&name=image-png-Sep-29-2025-07-06-35-3833-PM.png) ***Note:** If the customer doesn’t exist yet, exit and create one under the Customers menu first.* --- ### Add products to the order You can add items by: - **Scanning** a barcode - **Typing** in the SKU manually Use the plus/minus buttons to adjust quantities or **click the number** between them to enter a specific amount. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-08-38-5744-PM.png?width=670&height=431&name=image-png-Sep-29-2025-07-08-38-5744-PM.png) --- ### Adjust price or apply discounts (optional) - Click the **coin icon** (💲) to manually adjust the price of an item. - Click the **sales tag icon** to apply a percent-off discount. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-09-04-9442-PM.png?width=670&height=164&name=image-png-Sep-29-2025-07-09-04-9442-PM.png) --- ### Review or update the tax rate (optional) The default tax rate will auto-apply based on your POS settings. - To override it, click the **Tax Rate** button and choose a new one. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-09-32-3220-PM.png?width=670&height=178&name=image-png-Sep-29-2025-07-09-32-3220-PM.png) --- ### Finalize the payment Under the **Payment** section at the bottom of the screen: - If there are any credits to apply, click **Apply Credit**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-13-55-6566-PM.png?width=670&height=858&name=image-png-Sep-29-2025-07-13-55-6566-PM.png) - Select an available credit and click **Apply**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-16-14-4888-PM.png?width=670&height=340&name=image-png-Sep-29-2025-07-16-14-4888-PM.png) - Click **Cash** to pay (even if they are using a credit card). ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-15-55-6322-PM.png?width=670&height=858&name=image-png-Sep-29-2025-07-15-55-6322-PM.png) - Then either: - Click **Continue** to complete the cash payment - Or click **Credit Card** to indicate that the sale was paid by card ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-22-37-5945-PM.png?width=670&height=608&name=image-png-Sep-29-2025-07-22-37-5945-PM.png) You’ll receive a success message once the transaction is complete. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-30-2025-09-59-25-7531-PM.png?width=670&height=606&name=image-png-Sep-30-2025-09-59-25-7531-PM.png) ***Note:** You can always click **Start New Receipt** to begin a new transaction. Your current transaction will be saved as **Incomplete**.* *![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-23-52-3441-PM.png?width=670&height=219&name=image-png-Sep-29-2025-07-23-52-3441-PM.png)* --- ### Print or download the receipt After a successful payment, the system will auto-generate a printable receipt (PDF). - Use your standard or receipt printer to provide a printed copy, if needed. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Sep-29-2025-07-24-19-5870-PM.png?width=387&height=763&name=image-png-Sep-29-2025-07-24-19-5870-PM.png) --- ### What happens next? A **Sales Invoice** will automatically be created for this transaction. You can find it using this guide: [How do I find a POS Receipt in the invoice list?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-find-a-pos-receipt-in-the-invoice-list?hsLang=en) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#miscellaneous) - [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) - [Inventory](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#main-content) - [Stock](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#stock) - 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