Completing a Transaction

Completing a transaction finalizes the sale — the payment is recorded, inventory is updated, the receipt is generated, and the transaction is stored in the system for reporting.

How to Complete a Transaction

1. 1 Add items to the transaction (see Searching and Adding Items)
2. 2 Optionally, attach a customer to the transaction by tapping the customer button and searching for their account
3. 3 Optionally, apply any discounts or coupons before proceeding to payment
4. 4 Tap Pay to begin the payment process
5. 5 Select a payment method and process the payment (see Processing Payments)
6. 6 Once the full amount is covered, the transaction completes automatically
7. 7 A receipt prints if a printer is configured
8. 8 The screen returns to a new, empty transaction — ready for the next customer

What Happens Behind the Scenes

When a transaction completes, TORO automatically:

• Records the sale in the transaction history
• Updates inventory quantities for all items sold
• Applies any loyalty points or rewards to the customer's account (if attached)
• Records commission data for the employee (if commission tracking is enabled)
• Updates daily sales totals and reports

Things to Know

• You don't need to attach a customer to complete a sale. Walk-in customers can check out without an account.
• Attaching a customer unlocks features like rewards points, purchase history, and Tab payments.
• The transaction number is printed on the receipt. This number is needed if the customer wants to do a return later.
• Voiding a completed transaction requires manager access.
• If the printer is offline, the transaction still completes. You can reprint the receipt later.
• Employee tracking: The transaction is recorded under the currently logged-in employee.