Invoices & Estmates
Invoices & Estimates
This feature will be available in Inspire by STX v4.7 coming in August 2026. Invoices & Estimates Invoicing & Estimates is a great feature to be able to quote your customers for the work, have them accept the proposal and require a minimum amount to ...
Pay Now
This feature will be in the Inspire by STX v4.7 Release due out in August 2026. Pay Now requires integrated credit card processing to be enabled. Pay Now is a feature that allows the business to send the payment request to the client via text or ...
How to Reattach a Cash Drawer
Overview When processing checkout, you may notice a red message at the top of the ticket stating "No Cash Drawer". This warning indicates that there is currently no cash drawer assigned to the checkout screen, and any tickets closed out during this ...
How to Identify Tickets Closed Without an Assigned Cash Drawer
The Payment List Report can be used to locate tickets that were closed based on specific payment and cash drawer parameters. Navigate to the Payment List Report. Select the desired Date Range. Select the applicable Payment Type(s). Select the Cash ...
How to Remove a Ticket from the Checkout List
Overview The Checkout List displays all open tickets within the selected date range. A ticket will remain on the Checkout List until it has been paid in full or voided. How to Remove a Ticket from the Checkout List Navigate to the Checkout List. ...
How to Adjust the Set Price of any Item on an Open Ticket
Overview If you need to adjust the price of a service, product, or item that has already been added to an open ticket, you can update the item's set price directly from the checkout screen. Update the Price of an Item on a Ticket From the checkout ...
How to Remove an Item from a Ticket
Overview If you accidentally add the wrong service, product, or other item to a ticket, you can easily remove it before completing the checkout. Remove an Item from a Ticket From the ticket, select the service, product, or item you want to remove. ...
How to Correct a Payment Type on a Closed Ticket
Overview If a ticket was closed using the wrong payment type, users with the appropriate permissions can update the payment type directly from the closed ticket. Note: Edit Ticket Details permission must be enabled to change payment type on a closed ...
Clover: Assign a Device Name
Clover devices are renamed by logging into the Clover Dashboard online and then resyncing the renamed device. Log in to the Clover Dashboard from your computer or tablet. Navigate to Settings (Top Right) Select Devices Click on the Device to rename ...
Can I turn off Tipping for everyone or per worker?
Yes, the Inspire by STX Tipping features can be turned off either for all logins in general or per worker via Worker Permissions. TURN OFF TIPPING FOR ALL WORKERS Go to Setup POS & POS Devices Enable Hide Tip Options Click Save The options to add ...
Can the worker name appear on the receipt?
Yes! To add the worker name to the receipt, follow these simple steps: Go to Setup > Setup POS & POS Devices Enable the checkbox for Show Worker Name on Receipt Click Save The worker's full name will appear below the services or products they sold.
Can I assign a credit card device to my station?
Yes! To assign a credit card device to your station, follow these steps on your next transaction: From checkout, click CHARGE Select the Credit Card Device you would like to associate with this station. Enable the checkbox to set as your default ...
Why don't I see the Last 4 Digits or Card Type on my Token on File?
Any cards stored prior to the Spring 2026 release will not display the card type or the last four digits. The expiration date will still appear in the Token on File from Checkout > Payment Types > Token on File.
How do I use multiple tokens on file?
To add multiple tokens on file, follow these steps: Go to the Client Card > Accounts Tab Click Create Token Enter the Card Info Save In Checkout, simply select Token on File as the payment type and use the drop down to specify which card.
How to correct Client Owes on Account Balance
How to Identify a Negative Account Balance ? On the client card, the Account Balance Total will display as: Client Owes $X.XX On checkout, under the clients name; Client Owes $X.XX will display What Causes a Negative Account Balance? Account Charge ...
Why is my reopened ticket still on the checkout list?
Why is my reopened ticket still on my checkout list? ? When you select Reopen on a previously closed ticket, that ticket becomes active again and will remain on your Checkout list until payment has been paid for in full. What to know ? Reopening a ...
How do I update my receipt memo?
To update your receipt memo: Go to Setup > Setup POS & POS Devices Select the POS Devices tab Enter text in the Receipt Memo Click Save
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, ...
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 POS & POS Devices 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 ...
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