How to Start a New Sale

How to Start a New Sale

After completing a sale, the POS screen usually resets automatically. However, there are times when you need to manually start a fresh transaction.

Automatic Reset

After a successful payment that fully covers the invoice total:

1. The payment is processed
2. The receipt is printed (or emailed)
3. The screen automatically clears and resets for the next customer
4. The cursor returns to the Item Search box

Manual Reset

To manually start a new sale:

Standard POS:

• Click the New Invoice button (or press Ctrl+Shift+R or F10)
• If items are in the grid, a confirmation dialog asks if you want to discard them
• Click Yes to clear and start fresh

Compact POS:

• Click the New Invoice button (green button in the action grid)
• Confirm if prompted

When to Use New Invoice

• After a sale is paid but the screen didn't auto-reset (rare)
• When you want to discard items you've been entering (instead of Cancel Sale)
• When you need to clear a loaded previous invoice to serve a new customer

What Gets Cleared

Starting a new invoice:

• Removes all items from the grid
• Resets all totals to $0.00
• Clears the customer (back to "Walk-In")
• Clears any discounts and shipping charges
• Returns the cursor to the Item Search box