Frequently asked questions

There is no separate sign-up form. Logging in with a new email creates your account.

1. Select Log in at the top of any page.
2. Enter your email address, or choose Continue with Google.
3. Choose how to log in: have a one-time code emailed to you, or create a password.

Your business is called an organization in indepthOS. Everything you do, from sales to invoices, belongs to it.

1. Log in and go to your dashboard.
2. Select Create organization.
3. Enter your business name and save.

Apps come with a plan. Pick a plan on the Pricing page and its apps are unlocked for your business straight away. You will find them on your dashboard under Your apps.

Yes, depending on your plan. Create another organization from your dashboard, then switch between your businesses from the organization menu. Each one keeps its own sales, stock and books.

Go to Settings, then Currency. Before you confirm, you see a preview of how your prices will look in the new currency. Every change is kept in a history, with who made it and when.

Open Point of sale and the setup walks you through it. Only the owner or an admin can do this, and you can change everything later in Settings.

1. Choose the shop the checkout sells from. Shops come from your locations in Inventory.
2. Add your store name and address. They print at the top of every receipt.
3. Set your taxes and decide whether cashiers can give discounts.
4. Pick the notes and coins you accept, and how customers can pay.
5. Check the summary and finish.

Each checkout is called a counter. You connect a device to a counter once, with a pairing code.

1. In Point of sale, open Counters and add a counter if you have none.
2. Open the counter and choose Pair device. Give the device a name.
3. Copy the code it shows you. It is only shown once.
4. On the computer or tablet, open the checkout screen at /pos/terminal and paste the code.

Each cashier signs in with their own PIN, so every sale is recorded under the right name.

1. In Point of sale, open Cashiers and add the person with their name and shop.
2. Their PIN is shown once. Write it down and give it to them privately.
3. At the checkout, they enter their PIN to start selling.

A shift starts with the cash already in the drawer and ends with a count, so you always know if money is missing.

1. At the start of the day, enter the opening amount of cash in the drawer.
2. At the end, choose Close shift and count your notes and coins.
3. If the count is further out than the cash gap you allow, it is flagged for a manager to review and sign off with a reason.

In Point of sale Settings, add each tax you charge, named the way you want it to print on receipts, with its rate. Then choose whether your shelf prices already include tax, or whether tax is added at the checkout.

At the checkout, choose Return and enter the receipt number, for example R-000148. Pick what is coming back and give a reason. The refund is recorded against the original sale.

Only if you turn discounts on in Settings, where you also set the most a cashier can take off. Bigger discounts and some other actions need a manager to approve them with their own PIN.

Yes. Hold a sale to serve the next customer, then pick it up again from your held orders when the first customer is ready.

Use the cash option at the checkout to record the amount and the reason. It is counted when the shift closes, so your end-of-day count still adds up.

Cash today. MTN Mobile Money, Telecel Cash, card terminals and store credit are coming soon.

In Inventory, open Products and choose New product. Add its name, price and the details you need.

Add variants to the product, one for each size, colour or other option. Each variant has its own price and its own stock count.

Open Locations and choose Add location. Stock is counted separately for each location, and your shops for Point of sale come from this list.

Use Receive stock to add the items to the location they arrived at. The count goes up straight away and the delivery is recorded.

Use Transfer to move items from one location to another. One count goes down and the other goes up, and both are recorded.

Open Adjustments and choose New adjustment. Enter the correct count and the reason, such as damaged or miscounted. The change is kept in your history.

Open Stock, then Running low, to see the items that need restocking.

Yes. Movements lists every item that came in or went out, with who did it and why. Sales from Point of sale appear there on their own.

Open Catalog, then Categories & brands, to group your products. It makes them quicker to find, both in Inventory and at the checkout.

In Finance, open Invoices and choose New invoice. Add your customer and what you are billing for, then any tax, discount and due date. You can pick a template and add your logo.

Open the invoice and choose Send invoice to email it. You can also share it as a link, send it on WhatsApp, or download a PDF.

Open the invoice and choose Record payment. Part payments are fine: record each one as it comes in. Every payment gets its own receipt number.

Void the invoice and give a reason, then create a new one. A payment recorded by mistake can be reversed the same way. Voided invoices and reversed payments stay on record, so your books always add up. To give a customer more time, extend the due date instead.

Open Expenses and choose Add expense. Add what it was for, the amount, the category and how you paid.

Yes, on their own. Every sale and refund from Point of sale is added to your figures, with the tax set aside, so there is nothing to type in twice.

The Finance dashboard gives you the quick picture. Reports has the detail: Profit and loss, Cash flow and Balance sheet, for whichever period you choose.

No. Every sale, payment and expense is recorded once and cannot be quietly edited. Corrections are made by voiding or reversing, which leaves a clear trail.

Only the owner and admins can invite people.

1. Go to Settings, then Members.
2. Under Send an invitation, enter their email address.
3. Choose their role, Admin or Member, and send.

Go to Settings, then Roles and permissions, to choose what each role is allowed to see and do.

No. Cashiers only need a PIN, which you create in Point of sale under Cashiers. Invite someone as a member only if they need to use the rest of indepthOS, such as Inventory or Finance.

Three ways: continue with Google, have a one-time code sent to your email, or use a password.

On the log in page, enter your email and choose Forgot password to set a new one. Or skip the password and ask for a one-time code by email instead.

Choose a plan on the Pricing page and check out. Its apps are unlocked for your business as soon as payment goes through.