The POS system is designed for team members using larger devices like iPads or tablets to process payments. Split-screen functionality and flexible orientation options make it straightforward to manage transactions, and it holds up well for businesses handling high volumes day to day.

📌Note: This feature is available on the LeadConnector App Version 3.84.x and above.

Key Features

  • Split Window Mode: The POS runs in a split-screen layout. The console appears on the left, and the checkout process is displayed on the right. This keeps checkout details visible while you add items, so there's no need to navigate back and forth.
  • Landscape and Portrait Modes: The POS supports both horizontal (landscape) and vertical (portrait) orientations, making it compatible with tablet docks and associated payment hardware. Use whichever orientation suits your device setup.

How It Works

Install the App

Download the LeadConnector app on your iPad or Android tablet.

Access the POS Screen

Open the app drawer and select POS from Sales & Operations.

The POS screen is divided into two sections:

  • Left: Use the keypad for custom items or the catalogue for saved items.
  • Right: Review checkout details, link the customer's contact, and add discounts if applicable.

Processing Payments

Switch to the Catalogue tab on the left, then add products using the search bar or by selecting them from the list.

Update the name, description, quantity, and price, as well as any other details specific to your product, then click Add to save your changes. Repeat this process as many times as needed to add multiple products to a single transaction.

Once all the products have been added, add the customer and tap the "Add Coupon" button to apply any discounts.

When ready, click "Choose Payment Instrument."

You'll be presented with several payment options, including the ability to process transactions using external hardware connected to your account. Pick the option that best suits your needs.

Selecting Cards on file will use your connected payment processor, such as NMI or Square, to collect payment. If no card is saved, you can enter the card details directly.

Selecting "Pay via Hardware" allows you to use your device's NFC reader.

Otherwise, you'll be prompted to connect your POS.

Each transaction is recorded and accessible within the Payments section of your account, so you can review and manage them easily.