POS Setup

Create Your POS App

Create Your POS App

In this article

Your POS app is the screen your staff sees when they take orders at the counter. Creating one is quick β€” you pick the Service POS template, give it a name, and EasyBiz builds everything for you automatically. This guide walks you through creating your app and configuring each built-in tool so your counter is ready to go.


Here's what we're building

Watch this short video to see what the finished POS looks like in action before you start setting it up


Creating Your POS App

  1. Go to Settings from the top navigation bar
  2. Under App Studio section, click Apps
  1. Click + Add New App at the top right
  1. Select Service POS, this is the template for all service businesses (laundry, bag repair, tailoring, and so on)
  1. Give your app a name, something simple like Main Counter or your branch name (e.g. Vinz Laundry Tampines)
  2. Click Create App

That's it. EasyBiz builds your POS app and takes you straight to the app overview page.

πŸ“Note: The name you give here is for your own reference β€” it appears in Settings so you can tell your apps apart if you have more than one counter. It does not appear on receipts.

How Your POS App Is Structured

Before configuring anything, it helps to understand how the pieces fit together β€” especially since you'll be visiting a few different pages in Settings.

Your POS app is made up of three layers:

The App Itself

This is what you just created. It holds everything together β€” your screens, tools, and settings. You manage it from Settings β†’ App Studio β†’ Apps.

Pages / Screens

These are the tabs your staff switches between at the bottom of the POS. EasyBiz automatically sets up two screens:

  • Checkout -> where staff adds items and processes payment (catalog on the left, cart on the right)
  • Orders -> where staff views and manages existing orders (order list on the left, order detail on the right)

You can view these screens by going to Settings β†’ App Studio Section β†’ Pages and clicking the POS tab. You don't need to change anything here, EasyBiz sets them up correctly for you.

Blocks

The tools that live inside each screen. Each block does one specific job β€” the Catalog block shows your items, the Cart block handles the order and payment button, the Orders block lists past orders, and so on. Some blocks are app-wide tools (like Payment, Cash Drawer, and Time Clock) that your staff accesses from icons on the POS rather than from a specific screen.

You configure your blocks by going to Settings β†’ App Studio Section β†’ Blocks and clicking the POS tab.


What Gets Created Automatically

When you create a Service POS app, EasyBiz automatically sets up two screens/pages and ten blocks. You don't need to build any of this from scratch.

The two pages/screens:

ScreenWhat it shows
CheckoutCatalog on the left, cart on the right
OrdersOrder list on the left, order detail on the right

The ten blocks:

BlockLives inWhat it doesReady to use?
CatalogCheckout screenYour service items β€” what staff taps to add to an orderβœ… Works straight away
CartCheckout screenThe cart, totals, and Charge buttonβš™οΈ A few settings to check
OrdersOrders screenThe order list and filter tabsβœ… Works straight away
Order DetailOrders screenThe full order view when you open an orderβš™οΈ A few settings to check
PaymentApp-wideAll your payment methods (cash, card, etc.)βš™οΈ Turn on the methods you accept
Cash DrawerApp-wideTracks all cash in and out each dayβš™οΈ Set your starting amount
Daily SalesApp-wideYour end-of-day sales summary and close-outβš™οΈ Needs a one-time setup
Time ClockApp-wideStaff clock in and out for their shiftsβœ… Optional β€” works as-is
Order ConfirmationApp-wideScreen shown after an order is createdβš™οΈ Link your receipt and label template
ContactApp-wideCustomer form when adding a new customerβœ… Works straight away
πŸ’‘ Tip: You don't need to configure everything before your first order. At minimum, turn on your payment methods and link your receipt template β€” everything else can be done as you go.

Configuring Your Blocks

To configure your blocks, go to Settings β†’ App Studio Section β†’ Blocks and click the POS tab. Click any block to open its settings.

πŸ“Note: Most of these settings work fine out of the box. You don't need to go through every option β€” just focus on the blocks marked βš™οΈ in the table above and follow the guidance below for each one.

Catalog

Displays your service items on the Checkout screen.

  • Display Name β†’ the label shown at the top of the catalog. Leave as "Catalog" or rename it.
  • View Mode β†’ Grid (image tiles, good for visual browsing) or List (scrollable list, good for long price lists).
πŸ“Note: The Catalog block only shows items if your Business Unit already has a price list or product catalog linked to it. If your catalog appears empty when you open the POS, check your Business Unit settings.

Click Save when done.


Cart

The order summary and checkout button.

  • Contact Selector β†’ controls whether staff must link a customer to the order. Set to None (no customer field), Optional (staff can search or skip), or Mandatory (staff must select a customer before charging).
OptionWhat happens
NoneNo customer field shown. Orders are created without any customer linked.
OptionalA customer search bar appears. Staff can search or skip β€” the Charge button is always available.
MandatoryA customer search bar appears. The Charge button stays disabled until a customer is selected. Staff cannot proceed to payment without linking a customer.
SettingWhat it does
Line Item DescriptionCustomize cart item labels using @ placeholders
Show Order NotesFree-text note field on the order
Show Promo Code InputCoupon or promo code field
Show DiscountsFlat or percentage discount
Show SurchargesAdd a surcharge to the order
Allow Empty CheckoutProceed to payment with an empty cart (e.g., deposits)
Allow Pay LaterCreates the order as Unpaid for later collection
Loyalty Points RedemptionRedeem points as a discount
Terms & ConditionsText shown on the customer-facing display

Click Save when done.


Orders

The order list and filter tabs.

  • Search all sales channels β†’ off by default (shows orders from this location only). Turn on to see orders from all branches.
  • Order Listing Detail β†’ customise the second line under each order using @ placeholders.
  • Filter Presets β†’ comes with Unpaid and All. Add more to filter by workflow stage or sales channel.

Click Save when done.


Order Detail

The full order view when you open an order.

  • Quick Actions β†’ shortcut buttons at the top of every order. Default: Line Items, Order Events (main column), Payment, Notes, Contact, History (side column).
  • Sections β†’ add Fulfillment to the main column so staff can mark items as collected. Add Delivery Jobs to the side column if you offer home delivery.

Click Save when done.


Payment

Turn on the payment methods your store accepts.

  • Enable Partial Payment β†’ lets staff collect less than the full amount (e.g., split payments or deposits).
  • Enable Back-Date Payment β†’ lets staff record a payment with an earlier date.
  • Payment Methods β†’ turn on the methods you accept:
πŸ“Note: The Stripe section only appears after connecting your Stripe account via Settings β†’ Integrations. The HitPay section only appears after connecting HitPay via the same page, see [Setting Up HitPay] for step-by-step instructions. In-House and Custom Methods are always available regardless.
ProviderMethods available
StripeCard (online), PayNow (QR), GrabPay (QR), Alipay (QR), WeChat Pay (QR)
HitPayHitPay (payment link)
In-HouseCash, Store Credit
Custom MethodsAny methods you've added manually
πŸ’‘ Tip: Stripe and HitPay methods only appear after connecting those integrations via Settings β†’ Integrations.
  • Drag payment methods to reorder β€” put your most-used method at the top.

Click Save when done.


Order Confirmation

The screen shown right after an order is placed β€” a green checkmark, the order total, and action buttons.

  • Action button columns β†’ choose 1, 2, or 3 columns for the button layout.
  • Confirmation Actions β†’ buttons shown after an order. Print Receipt is included by default. You can add:
ActionWhat it does
Print ReceiptPrints the order receipt. Select which published receipt template to use.
Print LabelsPrints item labels for the order. Select which published label template to use.
WhatsAppSends a WhatsApp message to the customer.
EmailSends an email to the customer. Select which published email template to use.
CallOpens the phone dialer with the customer's number.
DirectionOpens maps with the customer's address.
Page LinkNavigates staff to another page in the POS. Most shops don't need this β€” skip it when getting started.

Next to the receipt and label template selector, there is a number setting β€” Off, 1, 2, or 3. This controls auto-printing: how many copies print automatically the moment the confirmation screen appears, without staff needing to tap anything.

πŸ’‘ Tip: Set this to 1 so it prints automatically with every order β€” no tapping needed. Just make sure your printer is connected and your template is selected.
⚠️ Important: You need a published receipt template before this works. If you haven't set one up yet, see [Setting Up Your Business Unit] where you created your receipt template in the Documents section. Come back here once it's published and select it from the dropdown.
πŸ“Note: You can add Print Receipt more than once with different templates β€” for example, one for customer receipt and another prints a internal receipt for your plant team.

Click Save when done.


Cash Drawer

Tracks all cash in and out each day. Set your Default Starting Cash amount (e.g., $100) β€” if you leave it at $0, staff will type it in each time they open the drawer.

For full setup instructions and how the Cash Drawer works on your POS device, see [Set Up Your Cash Drawer on the POS]


Daily Sales

Powers your end-of-day report. You'll need to link a Close of Day Flow and a Close of Day Receipt Template before your staff can use it.

For full setup instructions, see [Set up your Close of Day Report]


Time Clock

Lets your staff clock in and out for their shifts. By default it's optional β€” change Clock-in Mode to Required if you want staff to clock in before they can access the POS.

For full setup instructions and how the Time Clock works on your POS device, see [Set up your Time Clock]


Contact

The customer form when adding a new contact. Already collects name, phone, and email by default.

  • Form Fields β†’ configure which fields appear (name, phone, email, birthday, remarks).
  • Account Scope β†’ controls whether new customers are visible across all your locations or only at the current counter. Options: Always global, Always local to sales channel, or User can choose (default).
  • Contact Description β†’ a short line shown under the customer's name in the cart. Type @ to insert placeholders (e.g., loyalty tier, outstanding balance).
OptionWhat it means
Always globalNew customers are visible across all your locations and channels
Always local to sales channelNew customers are only visible at the current counter
User can choose (default)Staff see a toggle when creating a customer and can choose themselves
πŸ“Note: For multi-location businesses, Always global is usually the right choice β€” so a customer registered at one branch is visible at all others.

Click Save when done.


FAQs

Which template should I pick?

Pick Service POS β€” it's the template for all service businesses (laundry, bag repair, tailoring, etc.). EasyBiz automatically sets up 2 screens (Checkout, Orders) and 10 blocks for you.

Does the app name I enter appear on customer receipts?

No. The app name is only for your internal reference in Settings β€” it helps you tell your apps apart if you run more than one counter. Receipts use the Location name instead.

Do I need to configure every block before taking my first order?

No. At minimum, turn on your payment methods and link your receipt template. Catalog, Cart, Orders, Order Detail, and Contact all work out of the box β€” you can fine-tune them later.

Why don't I see Stripe or HitPay in my Payment block?

They only appear after connecting the integration in Settings β†’ Integrations. In-House and Custom payment methods are always available regardless.

Why is my Catalog empty on the POS?

The Catalog only shows items if your Business Unit has a price list or product catalog linked. Check your Business Unit settings to make sure the catalog is attached.

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