Invoteq Restaurant POS
Front-End
Merchant Training Checklist (Top 27)
Login / Clock In
What it is: Access POS under the correct employee.
Steps: Login → enter PIN → select Employee (if prompted) → Clock In
Select Register / Terminal
What it is: Assign correct station/register.
Steps: Register → select Terminal/Register Name → Confirm
Start New Sale
What it is: Opens a new ticket.
Steps: New Sale → choose order type (Walk-in / Dine-in / To-go / Delivery)
Add Items (Menu Buttons)
What it is: Add products from categories.
Steps: Menu/Items → select Category → tap Item (repeat)
Search Item
What it is: Find item quickly by name.
Steps: Search → type item name → tap item → Add
Change Quantity
What it is: Adjust item quantity.
Steps: tap item line → Qty → enter number (or + / -) → Apply
Add Modifiers / Options
What it is: Customizations (size, toppings, etc.).
Steps: tap item → Modifiers/Options → select options → Done
Add Item Notes / Special Instructions
What it is: Notes for kitchen like “no onions.”
Steps: tap item → Note → type note → Save
Apply Discount (Item or Ticket)
What it is: Promo/comp/employee discount.
Steps:
- Item: tap item → Discount → choose discount → Apply
- Ticket: Actions → Ticket Discount → choose discount → Apply
Void / Remove Item
What it is: Remove mistaken item(s) before payment.
Steps: tap item → Void/Remove → select reason → Confirm
Refund a Previous Sale
What it is: Refund completed transaction.
Steps: Transactions/History → select receipt → Refund → confirm items → Process Refund
Attach Customer (Name / Phone)
What it is: Link ticket to customer record.
Steps: Customer → Search or Add Customer → select customer → Attach
Hold / Save Ticket
What it is: Park ticket to finish later.
Steps: Hold → name it (ex: “John / Table 4”) → Save
Recall Held Ticket
What it is: Re-open parked ticket.
Steps: Held Tickets → select ticket → Open
Table Mapping: Start Order from Table
What it is: Create dine-in order from table map.
Steps: Tables → tap table # → New Order → add items
Move Ticket to Another Table
What it is: Correct wrong table assignment.
Steps: open ticket → Actions → Move Table → select new table → Confirm
Merge Tickets / Merge Tables
What it is: Combine parties/tickets.
Steps: Actions → Merge → select Ticket A + Ticket B → Merge Confirm
Send / Fire Order to Kitchen
What it is: Sends ticket to KDS/kitchen printer.
Steps: Send/Fire → review → Send to Kitchen
Reprint Kitchen Ticket / Receipt
What it is: Print again if needed.
Steps: Actions → Reprint → choose Kitchen or Receipt → Print
Split Ticket (Seat / Item / Amount)
What it is: Separate payments.
Steps: Pay → Split → choose split type → Create Splits
Move Items Between Splits
What it is: Put items on correct payer.
Steps: in split screen tap item → Move To → select split → Confirm
Take Payment — Card
What it is: Credit/debit payment.
Steps: Pay → Card → customer tap/insert/swipe → approval → Done
Take Payment — Cash
What it is: Cash checkout with change due.
Steps: Pay → Cash → enter cash received → Complete Sale
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Tips (Add/Adjust Tip)
What it is: Tip entry at checkout.
Steps: Tip → choose % or Custom → enter amount → Apply → finish payment
End of Shift Closeout / Report
What it is: Close shift + reconcile totals.
Steps: Menu → Shift/Closeout → Close Shift → count cash → enter amount → Finalize → Print Report
Cancel / Undo a Payment Attempt
What it is: Stops a payment attempt that was started but not completed.
Steps: payment screen → Cancel Payment (or Back) → confirm Yes/Cancel → return to ticket
Reopen a Closed Ticket (Same Day Fix)
What it is: Fix a closed ticket (wrong item, missed tip, etc.).
Steps: Transactions/History → select receipt → Reopen (or Adjust) → make change → Save → re-close ticket
Common Front-End Mistakes to Avoid
- Not selecting the correct Register/Terminal
- Forgetting to Send/Fire orders (kitchen never receives them)
- Voiding items after payment instead of doing a refund
- Refunding to cash when customer paid by card
- Splitting tickets after payment started (split FIRST)
- Moving tables and not confirming (ticket “disappears”)
- Applying item + ticket discounts accidentally
- Not using Hold tickets (creates abandoned open tickets)
- Not attaching customer when needed for reporting/loyalty
- Closing shift without entering correct cash count
Front End Cheat Sheet (Staff)
START SALE: Login → New Sale → add items → Send/Fire
DINE-IN: Tables → select table → add items → Send/Fire
TO-GO: New Sale → To-go → add items → Send/Fire
HOLD: Hold → name ticket → Save
RECALL: Held Tickets → select ticket → Open
VOID: tap item → Void/Remove → reason → Confirm
SPLIT: Pay → Split → Create Splits
PAY: Pay → Card or Cash → Complete Sale
REPRINT: Actions → Reprint → Receipt/Kitchen
END SHIFT: Menu → Shift/Closeout → Close Shift → Finalize → Print Report