Run your business from your phone
You don't need to be at the counter to run the shop. The Paybrain app has your catalog, stock, reports, closeouts, bookings, invoices and payouts. It's the same account as your Registers and the web, so what you change on your phone applies everywhere.
Today at a glance
The top of the POS tab shows Today: Net sales with the change against yesterday, Transactions, Card, and Cash with the tips taken. Pull down to refresh.
Below Sell, the Run the register rows take you to everything else:
| Row | What it's for |
|---|---|
| Closeouts | End-of-day batches: sales, cash drawers and deposits |
| Card readers | Paired smart readers, and which one this phone uses |
| Tills | Each register and the card reader it uses |
| Discounts | Preset and automatic discounts |
| Purchase orders | Reorder what's low or running out, and receive deliveries |
| Catalog | Menu, products, services and stock |
| Register settings | Tax, tipping, card pricing and loyalty |
| Reports | Sales, items, inventory and loyalty across every register |
| Manage | Scheduling, customers, memberships and promotions |
The Manage screen
POS›Manage collects everything about how your business is set up, grouped by what you're doing:
| Section | Screens |
|---|---|
| What you sell | Catalog |
| Bookings | Scheduling |
| Who you serve | Customers, Memberships |
| Pricing | Discounts |
| Money | Tills, Closeouts |
| Marketing | Promotions |
If you have more than one location, tap the location name at the top to switch. Catalog, scheduling and closeouts follow the location you pick.
Catalog and stock
Open POS›Catalog. Your catalog has three parts:
| Part | What goes in it | Add |
|---|---|---|
| Menu | Prepared items sold at the counter, with modifier groups | Add menu item, New menu category, New modifier group |
| Products | Retail stock with barcodes and counts | Add product, New product category |
| Services | Bookable work, with add-ons | Add service, New service category, New add-on group |
Count stock
Open the count
Go to Products and tap Count stock.
Find the product
Tap Open scanner and point your camera at the barcode, or search by name, SKU or barcode under Find a product for items without one.
Enter the count
Type what's on the shelf into Counted and tap Apply count.
Scan a barcode that isn't in your catalog and you'll see No product found. Tap Create product to add it on the spot, or Keep scanning. A product that isn't set to track inventory shows Not tracked, with Open product to turn tracking on. Every count is kept in the stock history.
Reorder with purchase orders
Start an order
Go to POS›Purchase orders and tap New. What to reorder lists what's low or out. Tick what you need, or search and scan to add more.
Review
The order is split by supplier, one purchase order each. Adjust quantities and save.
Send it
Open the order and tap Send to supplier, or Share as CSV.
Receive the delivery
When it arrives, tap Receive delivery and Add to stock.
Add, edit and archive suppliers under Suppliers on the Purchase orders screen.
Register settings
POS›Register settings holds the checkout settings every register and reader follows. Tap Save settings when you're done.
| Section | Settings |
|---|---|
| Sales tax | Charge sales tax and the Tax rate (%). See Sales tax. |
| Tipping | Tip on terminal, Tip percentages and Fixed tip amounts. See Tips. |
| Card pricing | Card pricing, the Card price markup (%) and whether it applies to memberships. See Card pricing. |
| Loyalty | Points needed for $1 off and Points needed to redeem |
Reports and closeouts
Reports opens with a summary for the period you pick, including Net sales, Card, Cash, Tips and Sales tax, then Sales overview, Inventory and Loyalty.
Closeouts lists each end-of-day batch. Open one to see it By register, the Deposit and Tips by employee. Closing out early is done on the Register or the web. See Closeouts.
Tills shows every register and the reader it uses, so you can check a counter can take cards without walking over to it. Pair readers to a register at the register itself.
Bookings, customers and marketing
| Screen | What you can do |
|---|---|
| Scheduling | See appointments by Day, Week or Month, book one, reschedule, and mark it Completed or No-show |
| Customers | Everyone who's enrolled at the register, with their points and purchase history |
| Memberships | Your members, past-due billing and Plans |
| Discounts | Create and edit preset and automatic discounts. See Discounts. |
| Promotions | Run an offer and tell your customers about it by text, or tap New to start one |
Invoices
The Invoices tab lists what's Outstanding and Recent.
- Create Invoice sends an invoice, or charges for files.
- Draft with AI: describe the job and add photos or files. The app drafts the invoices for you to review. Each one is saved as a draft, so you can send it now or later from Invoices.
- View All Invoices opens the full list.
See Create and send an invoice.
Recurring accounts
The Recurring tab shows your Recurring Accounts and Active Plans. Tap Add Account to sign up a new recurring account. See Set up a recurring account.
Balance and payouts
The Balance tab shows your available balance, recent transactions and any funds on hold.
To pay yourself out, tap Payout and choose:
| Option | Details |
|---|---|
| Standard | Free. The app shows it taking 2–3 business days. |
| Instant | Arrives faster, for a fee shown on the Instant option. Needs a debit card under Settings›Payment Settings. Some new accounts need to make a Standard payout first. |
Manage Payouts opens Stripe to change your bank and payout schedule. Stripe Dashboard opens your Stripe analytics. See Payouts and Fraud warnings and holds.