Checkout
Why is there a star on my receipt line item?
If a price was manually adjusted in checkout, a star will appear on the receipt. See below for example:
Refunding from a Previous Software or Credit Card Processor
Refunding to a credit card without a past transaction is not available using STX Payments, Clover or Inspire Pay. If a transaction did not occur within the Inspire by STX Software or the currently integrated credit card processor, here is how you ...
How do I show Professional Products in Checkout?
If you would like your professional products to appear in Checkout, follow these steps: Go to Setup > Setup POS & POS Devices Enable the Include Professional Products on Checkout Page checkbox Click Save The Professional Products will then display on ...
How do I change the Ticket Date?
Important: The permission for Edit Ticket Details must be enabled to change the ticket date. To edit the date assigned to the ticket, follow these simple steps: Go to the completed ticket page Click Edit Ticket Details Click on the Date Field Select ...
How do I add a credit, deposit or prepayment for a client?
To add money as a credit, deposit or prepayment for a client, follow these steps: Go to Checkout Search and select a Client Click on the Other Tab Enter the Amount as a Deposit, Prepayment or Received on Account Deposit is traditionally a partial ...
Reopen & Edit Ticket - Best Practices
Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...
Non Cash Payment Fee
Non Cash Payment Fee Setup will be available in Early Fall 2023 What is a Non Cash Payment Fee? The Non Cash Payment Fee (also known as Cash Discounting) is a program offered exclusively to our STX Payments customers. Once enabled for the program, ...
How do I include a ticket?
If you would like to combine multiple tickets to pay them all together, follow these steps: Go to the parent ticket and click on the Include Ticket tab Check the box to the left of the Checked In tickets to add to the Parent Ticket Click the Include ...
How do I void a ticket?
Tickets can be voided if you want to remove the ticket from the transactions for the day. To Void an Unpaid Ticket, follow these steps: From the Check Out page, click VOID TICKET If there are services on the ticket, a pop up will appear to either ...
How can I reopen my Cash Drawer?
If you need to make an update to your cash drawer after opening or closing your drawer, simply go to Check Out List and follow these steps: Click Cash Counting Select the Date, Drawer and Shift Click Generate Select the Opening or Closing Tab Click ...
How do I create a Payment Type?
From the Navigation Menu, go to Setup > Setup Ticket Preferences > Setup Payment Types: Click + NEW Enter a Payment Type Name Enter a Payment Type Abbreviation Enter a Sort Order number Upload an image for the payment type (optional) Click Save
How do I redistribute or edit a tip?
To add a new tip to a completed ticket, follow these steps: Go to the Completed Ticket page Click the Add Tip Payment button Enter the Amount for the Tip and the Tip Payment Type Click Save Tips will be auto-distributed to all workers who performed a ...
Cash Paid In / Out of the Cash Drawer
This page was updated during the Inspire by STX v4.1 release. There is now an editable date field to assign the date and the To/From and Reason are no longer required. Adding or Removing Cash If change is going to be added to the drawer or to pay for ...
How do I refund a ticket from a previous software?
If your business recently started using Inspire by STX, there is a chance that a client might need to receive a refund for a transaction from the previous software. Refunds in Inspire by STX are limited to transactions that took place within Inspire ...
How can I create a ticket?
To create a new ticket, go to Checkout and add items to the ticket.
Can I note a Service or Product for the Gift instead of an amount?
Is there a way where the gift can be specified for a specific Service, Package or Product? Great question! Think of some of your favorite businesses and how they issue gifts. Traditionally, the gift is in one of the following formats: A gift card ...
Holiday Gift Card Promotions
Around the holiday seasons, many businesses like to offer a promotion on purchasing gift cards. The traditional offering is a $120 gift card for $100. Here are a couple ways for your business to sell gift cards at a discount within the Inspire by ...
Inspire by STX Card Processing and Compatible Hardware
Inspire Payments & Clover Hardware Inspire by STX integrates directly with Inspire by STX Payments to offer you incredible rates and a smoother check out for your guest. Contact Inspire Payments at 1-800-766-4778 regarding Equipment & Hardware, Card ...
Is the Service Price assigned at booking or checkout?
The business can choose to assign the pricing to the service at the time of booking or at the time of checkout. To choose the selection, follow these simple steps: Go to Setup > Setup Ticket Preferences Click the drop down to select to Assign Service ...
What if my client doesn't want to use a package?
If a client purchased a package and would prefer not to use one of their packages for their visit, follow these simple steps: From the checkout page receipt, click on the Service Name associated with a Pkg amount Unselect the Paid by Package checkbox ...
How does Change Back work?
How does change back work? When the last payment applied is greater than the balance due, "Change Back" is noted on the Completed Ticket and Receipt. What form of payment is used for change back? When any payment (cash, check, gift, credit card, ...
How can I remove tax from a product or service in checkout?
To remove the tax from a product or service, follow these simple steps: From the checkout page, click on the product or service to add or edit A slide out will display details about the product or service Click on the X to deselect the Taxable ...
How can I correct a Cash Paid In or Cash Paid Out entry?
Oh no! If you created a Cash Paid In or Cash Paid Out entry on accident and need to delete the entry, follow these simple steps: Go to Reports > Transaction Reports > Ticket Details Enter the date range for the entry Click Generate, results will ...
How can I change a client name on an open ticket?
To update the Client Name associated with an open ticket: From the ticket in Checkout, click the X to the right of the Client Name Search for a client by name, phone or email and select the client -or- select NO CLIENT The ticket will now be ...
How can I add a Client Name to a Completed No Client Ticket?
If a ticket was completed with No Client selected, follow these simple steps to associate a client to the ticket: Go to the Completed Ticket On the top part of the receipt, there will be a magnifying glass icon next to "NO CLIENT" Click on the ...
Variable Ticket Fee
A Variable Ticket Fee is a fee applied to any tickets created by the business that is a flat dollar amount or percent. Businesses would use the Variable Ticket Fee for a variety of reasons such as to apply an Airport Tax or charge a Safety Covid-19 ...
How do I use a Credit Card on File / Created Token?
On the Client Card > Accounts tab, users can save a credit card to be used later by using the Create Token button. Also, businesses can require a credit card on file to book an appointment online through Setup > Setup Appointments & Emails > Online ...
How do I use split payments?
Summary: If a client would like to use multiple forms of payment on a ticket, simply select the payment type and adjust the amount to be the partial amount paid. If you plan to use integrated Clover processing, the system will automatically send the ...
Basic Ticket Edits Guide
Users will have the ability to make small changes that do not affect the total amount received by midnight on the day of the ticket completion. Changes that involve the total amount received or after midnight will require a refund performed. Add a ...
Cash Counting Guide
Summary Count the cash drawer at the beginning and the end of your shift to confirm your drawer has the accurate amount of money accounted for. Counting and Opening Cash Drawer Start each shift by counting your cash drawer and marking it as opened. ...
Packages Guide
A package allows the business to schedule and sell multiple appointments in one visit or over time, at an equal or discounted rate. Create a Package To create a package go to Setup > Setup Services > Setup Service Packages. Schedule a Service Package ...
Cash Counting: Drawers and Shifts Guide
Inspire offers the ability to create cash drawers and shift reporting, record counts mid-shift and assign cash drawers to specific devices. Open a Cash Drawer and Assign Cash Drawer to the Current Device Count the starting cash for the day and ...
Check Out List Guide
View a list of open tickets to be checked out, create a new ticket, or navigate to Refunds, Cash In and Cash Out, and Cash Counting. Click Check Out Click Go to Check Out List above the receipt A list will appear with Checked In tickets Click ...
Check Out Guide
Check In & Out an Appointment from Appointment Detail From the Appointment Book, click on the Appointment Click the Check In button The status of the appointment will change to “Checked In,” the status bar will change to green, and a new ticket will ...
Void, Edit and Refund Tickets
Summary Mistakes happen and they need to be adjusted from time to time. Correcting a ticket properly is very important for payroll, reporting and securities sake that there is a traceable log. Keep in mind that voids, refunds and changes can effect ...
Memberships
Memberships offer automated monthly billing and verify a client’s good standing. Use Service Packages to auto credit services every time the membership bills. Set Up Membership Go to Setup > Setup Services > Setup Memberships Click Add New Set up ...
Gift Cards/Certificates
Summary Sell, redeem and track gift certificates or gift cards within the software. Sell a Gift To sell a Gift Card, open a current ticket or go to Check Out. Then click the Other tab. Enter a Gift Number (Required) Type the number into the field or ...
How do I know which cash drawer is being used?
Go to Checkout and the Cash Drawer and Shift is noted above the receipt area. If there is not currently a Cash Drawer assigned to the computer, it will show NO CASH DRAWER in bright yellow. A Cash Drawer can be assigned either by going to Setup > ...
What is a cash drawer number and shift?
Cash Drawer is the cash drawer in which you only take out or put in money related to a specific computer. Shift allows the business to have the first worker at the desk manage their drawer, then if a second worker comes in they can manage their own ...
How do I close a cash drawer?
Click the Menu Icon (≡) and then click Check Out List Click the Cash Counting button Select a Drawer and Shift Click Generate Enter the quantity of bills or coins into each field. The amount will appear in the bottom right corner. Click CLOSE DRAWER
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