How to Use the Point of Sale (POS)

What is the Kontafico POS

The Kontafico Point of Sale (POS) module lets you sell from any browser-enabled device without installing extra software. It is included in all paid plans at no additional cost.

With the POS you can issue electronic receipts (type 04) and electronic invoices (type 01) directly from the sales screen, manage multiple terminals and cashiers, and print thermal receipts.

Setting up your first terminal

Go to POS → Terminals and create a new terminal with a name, description, and assigned price list. You can have separate terminals per branch, floor, or cashier.

The terminal settings also let you define the default document type (receipt or invoice), the printer, and the opening cash amount.

• •Terminal name (e.g., Register 1, North Branch)
• •Assigned price list (public, wholesale, VIP)
• •Default document type
• •Configured printer

Opening a shift

Before selling, you must open a cash shift. Select your terminal, enter the opening cash (opening count), and confirm. The system records the time, cashier, and opening amount.

You can have multiple active shifts simultaneously if you operate multiple terminals in parallel.

Making a sale

On the sales screen, search for products by name or scan a barcode with a USB or camera scanner. Products are added to the cart with their price and quantity.

You can select a customer from the catalog or use "Walk-in customer" for anonymous sales. You can also apply discounts per line or on the total.

Multi-tender payments (cash, card, SINPE)

Kontafico supports split payments: you can charge part in cash, part by card, part via SINPE Móvil, and part by bank transfer in the same transaction.

When you enter the cash amount, the system automatically calculates the change due. Each payment method is recorded in the shift for the closing count.

• •Cash with automatic change calculation
• •Credit/debit card
• •SINPE Móvil
• •Bank transfer

Issuing an electronic receipt from the POS

When checking out, you choose whether to issue an electronic receipt (type 04, for anonymous end consumers) or an electronic invoice (type 01, when the customer has a tax ID).

Both documents are automatically sent to Hacienda in real time. The receipt can be printed on a thermal printer or emailed to the customer.

Closing a shift and cash count

When closing the shift you enter the cash counted in the drawer. Kontafico compares the expected cash (opening + cash sales) with the counted amount and shows the difference.

The closing report (Z Report) includes sales by payment method, by cashier, applied discounts, and the cash difference. You can print or export it as a PDF.