---
title: "Process point of sale transactions from the office"
slug: "process-point-of-sale-transactions-from-the-office"
updated: 2026-10-15T01:00:10Z
published: 2026-10-15T01:00:10Z
canonical: "help.servicetitan.com/process-point-of-sale-transactions-from-the-office"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Process point of sale transactions from the office

## Overview

Point of Sale (POS) lets you sell items to your customers from designated business locations and generate invoices without attaching a job or any job-dependent information. If you need to attach a non-job invoice to a project, you can create an invoice directly from the project dashboard without having to book a job. For more, see [Add an invoice to a project](/construction/docs/manage-projects#add-an-invoice-to-a-project).

> [!NOTE]
> **Note:** Equipment cannot be sold with a POS invoice.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers

#### Feature configuration

- Available to specific accounts. Account configuration is required to use this feature. To update your account, please contact [Technical Support](/construction/docs/contact-servicetitan-technical-support) for details.
- The *Point of Sale* module must be enabled to use this feature. Contact [Technical Support](/construction/docs/contact-servicetitan-technical-support) for details.
- The *Edit point of sale settings* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- You cannot add discounts or fees on a POS invoice.

## Set up POS locations

Use POS locations to manage where and how you create POS transactions. You can set up multiple POS locations. For example, if you have four cash registers in your store that you use for POS transactions, create a POS location in ServiceTitan for each register. Now, when you process a POS transaction, the POS invoice includes location details without you having to enter it manually. Additionally, if you have two physical store locations that sell different items or have different tax Zones, you can create a POS location in ServiceTitan for each store.

To add POS locations:

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D).
2. In the side panel, click **Invoicing** > **POS Locations**. The *POS Locations* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-6r8ovxyf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
3. Click **+ Create Location**. The *Create POS Location* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-g5gauo2s.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
4. Enter the POS location details:

- **Location Name**—Give your POS location a name.

> [!TIP]
> **Tip:** Use a name that is specific to that location in your business. For example, Front Counter.
- **Default Customer**—Assign a default customer to the POS location. Default customers are used in cases where customers don't want to provide personal information, like a name, phone number, or address to create a profile within ServiceTitan.
- **Tax Zone**—The tax zone you select reflects the sales tax rate associated with the physical location of where the sale takes place. For more on creating tax zones, see [Sales tax setup](/construction/docs/set-up-sales-tax-in-servicetitan).
- **Inventory Site**—Truck or warehouse where you pull inventory from when you sell an item to a customer.
- **Business Unit**—Business unit associated with the POS transaction.

> [!NOTE]
> **Note:** If you use ServiceTitan Payments, make sure the business unit is the one associated with your ServiceTitan Payments merchant account.
- **Pricebook Categories**—You can select one or more material and service categories. The items that you can select to sell when creating a POS invoice are the items associated with the categories you select. For more information, see [Set up and manage pricebook categories and subcategories](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook).

> [!NOTE]
> **Note:** To populate the material under the POS location, the Pricebook category assigned to the material should be listed under the *Pricebook Categories* section in **Settings > POS Locations**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-euf861uu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
- **Assign Users**—Assign one or more employees to give them permission to create POS transactions for that location. For example, if you have three cash registers in your warehouse, assign specific employees to create POS invoices at each register.

> [!NOTE]
> **Note:** You can assign employees to multiple POS locations. An employee must be assigned to a POS location in order to create a POS invoice.

1. When you're finished, click **Save**.

## Record a POS transaction

After you create POS locations for your business, you're ready to process POS transactions. You can create a POS invoice for a default or existing customer. If you want to create an invoice for a new customer, see [Add a new customer](/construction/docs/create-a-customer-record).

To record a POS transaction:

1. Go to the navigation bar and click **POS**.

> [!NOTE]
> **Note:** If you're assigned to more than one POS location, the Select POS Location pop-up opens. Select your POS location and click **POS Settings**.

The *Invoice* screen opens with the default Customer Record that was set up in the POS Location Record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-w4fvjnhq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D) next to *Invoice #* and enter an invoice number for the POS transaction.

> [!NOTE]
> **Note:** If this is left blank, an invoice number is automatically generated.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-aayd88rv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
3. To change the customer from the default *no-name* customer:
  1. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D) on the customer record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-hlul4ap5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
  2. On the *Select Customer* pop-up, search by customer name or address in the *Search* field and select the customer.

> [!TIP]
> **Tip:** On your keyboard, press the spacebar to see a list of customers.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-htqfehes.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
4. To change the location associated with the transaction, click the POS location tag and confirm on the pop-up that invoice items and details will be removed due to new location settings. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-hw3vju95.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
5. Add tasks or materials to the POS transaction in the *Invoice Items* section:
  1. Search for a task or material in the *Search* field and select the item to populate the fields. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-wmbfx5iz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)

> [!TIP]
> **Tip:** On your keyboard, press the spacebar or begin typing to see a list you can select from.
  2. Update the description, quantity, and price as needed.
  3. If this is a chargeable material, turn on the **Charge** toggle.

> [!NOTE]
> **Note:** Tasks cannot be chargeable.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-gjkdw32r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
  4. If you want to tax the item, turn on the **Tax** toggle.
  5. If you want to add more items, click **Add Item**.
6. When you're done, do one of the following:
  1. If the customer wants to pay later, click **Pay Later**. An invoice is created. To apply a payment to the invoice later, see [Collect a payment](/construction/docs/collect-a-payment).

> [!NOTE]
> **Note:** This option is only available when the customer on the POS invoice is not the default customer.

> [!NOTE]
> **Note:** If a Pay Later pop-up opens, select a payment term and click **Done**. Account configuration is required to use Payment Terms. Please contact your success or implementation manager for details.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-t5a1u4z8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
  2. If you're collecting payment now, click **Add Payment**. The *Add Payment* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-smd10hwm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)You're now ready to apply a payment to the POS invoice.

## Apply a payment to a POS transaction

After adding the materials and tasks to the POS transaction, apply a payment.

1. On the *Add Payment* screen, select a **Payment Type**.
2. Update the fields as needed.
3. Select either *Cash or check* or *Credit Card*:
  1. If you select *Cash or check*, click **Create & Apply Payment**. The message *Payment successfully saved and applied* displays and the *Invoice* screen opens showing *Invoice Paid*.

> [!NOTE]
> **Note:** If the invoice is not paid in full, it shows a **Remaining Balance** with an **Add Payment** and a **Pay Later** button so that you can add another payment now or later. For example, you can add two payments if your customer is buying a material that costs $150 and wants to pay $100 with cash and $50 with a credit card.
  2. If you select *Credit card*, do one of the following:
    1. Click **Charge & Apply Payment** to immediately process the payment and apply it to the POS invoice.
    2. To hold off on charging the credit card, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-up.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D) and select **Create Payment Record Only**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-gld9ds6r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D) The *Invoice* screen opens showing *Invoice Paid*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-point-of-sale-transactions-from-the-office-image-llxihq8d.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A16Z&se=2026-10-31T02%3A50%3A16Z&sr=c&sp=r&sig=1JvlzbYJdezknrE3sbYYJPENAd7ZpN9bFn3ZA8xvrNo%3D)
4. After the invoice is paid, you can:
  1. Click **Print** to print a receipt of the invoice.
  2. Click **Email** to email a receipt of the invoice. On the *Email Invoice* screen, enter the email information and click **Send**.
  3. Click **New Invoice** to create another POS invoice.

> [!NOTE]
> **Note:** After payment is made for the invoice, the POS invoice can't be edited.

## FAQ

---

### 

#### Why does an item not appear when I attempt to include it in a POS invoice?

To resolve the issue, make sure you've added the task category to the location in **Settings > Invoicing > POS Locations**. When the category is linked, the item should appear. If the issue remains, please contact [technical support](/construction/docs/contact-servicetitan-technical-support).

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Point of Sale Transactions](https://servicetitan.docebosaas.com/academy/learn/courses/315/point-of-sale-transactions)
- See [Process point of sale transactions in ServiceTitan POS](/construction/docs/process-point-of-sale-transactions-in-the-servicetitan-pos-mobile-app)

A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)