Run a MyPOS transaction | Help | ASF Payment Solutions

Before you start #

You must have at least one cash drawer open before processing a transaction. If no drawer is open, open one from the Cash Drawer Maintenance screen first. See Cash drawer operations for instructions.

Step 1: Select a customer #

On the MyPOS main screen, identify the customer type:

Member: Search by name or account number and select the member.
Prospect: Search for the prospect record.
Anonymous (walk-in): Use the anonymous or non-member option to process without a customer account on file.

After selecting the customer, choose your cash drawer and, if required by your permissions, designate a salesperson.

MyPOS customer selection screen showing search field and customer type options. — Customer selection at the start of a transaction.

Step 2: Add items #

Add items to the order using any of these methods:

Browse categories in the left sidebar and tap an item.
Search by item name or SKU using the search bar.
Scan a barcode with a compatible scanner.

Selected items appear in the checkout list on the right. To remove an item, click the trash icon next to it.

MyPOS item selection screen with category sidebar and checkout list on the right. — Item selection with category sidebar and checkout list.

Editing item prices #

To adjust the price of an item before payment, click Edit in the checkout area. Enter a dollar or percentage discount, select a reason code, and confirm with the checkmark. Close the Edit screen by clicking Edit again.

Edit mode in MyPOS showing discount field and reason code dropdown for an item. — Edit mode for adjusting an item price.

Paying member dues and add-ons #

For member accounts, dedicated Dues and Add-ons buttons appear in the upper-right area. Selecting either displays upcoming, past-due, and late-fee amounts. Future add-on payments can be processed if that feature is enabled in Client Preferences.

Member dues screen showing upcoming amount, past-due amount, and late fees. — Member dues screen with payment breakdown.

Pausing an order #

If a customer needs to step away or you need to assist another customer, click Pause to save the current order to Incomplete Orders. You can resume it later from the same screen without losing any items already added.

Cancelling an order #

To discard an in-progress order entirely, click Cancel and confirm. Cancelled orders cannot be recovered.

Step 3: Process payment #

When the order is ready, click Pay at the bottom of the checkout list.

Select the payment method: cash, card, ACH, or an on-file method.
Enter the payment amount. You can split across multiple payment methods by adding more payment lines.
To reverse a payment line before finalizing, click the red X icon next to it.
Click Process Payment to complete the transaction.

Payment screen showing payment method selector and amount entry fields. — Payment method selection and amount entry.

Split payment example showing two payment lines with different methods and amounts. — Split payment across two methods.

Step 4: Issue a receipt #

After processing, select how to deliver the receipt:

Email: Sends a receipt to the customer's email on file.
Print: Sends the receipt to the connected printer.
Gift: Prints a gift receipt.

Click New Order to return to the main MyPOS screen and begin the next transaction.

Receipt delivery screen with Email, Print, and Gift options after payment is processed. — Receipt options after payment.

Running a transaction for a non-member or walk-in #

If the customer does not have a member account, use the anonymous or walk-in selection on the customer search screen. The transaction flow is identical to a member transaction. Item selection, payment, and receipt steps all work the same way.

Anonymous customer selection option on the MyPOS customer search screen. — Selecting anonymous customer for walk-in transactions.

Where to go next #

To apply discounts during a transaction, see Discounts and overrides.
To reverse a completed transaction, see Returns and voids.
For cash drawer setup, see Cash drawer operations.

Need help? #

Contact your ASF account manager at clientsupport@asfpaymentsolutions.com or (301) 304-8841.