Point of sale (POS)
The POS is designed for fast in-person sales — enter a custom amount or select products from your catalog, add a customer, apply discounts or taxes, and collect payment in seconds.
Adding items to a sale
The POS screen has two panels:- Keypad — enter a custom dollar amount directly
- Catalog tab — select from your saved products and services inventory
Adding a customer
Linking a customer to the sale allows you to track the transaction on their contact record.
Payment methods
Tap Choose Payment Instruments to select how to collect payment:
| Method | Description |
|---|---|
| Tap to Pay | Contactless NFC payment — no card reader required |
| Cards on file | Charge a saved card via your connected processor |
| Manual card entry | Enter card details directly on screen |
| Pay via hardware | Use a connected card reader device |
| Cash / check | Record an offline payment for bookkeeping |
| Invoice | Convert the sale to a formal invoice |
Viewing POS transaction history
Tap Transaction History inside the POS to see a record of all completed transactions. Tap any transaction to view a breakdown or issue a refund.
POS on iPads and tablets
The POS is optimized for larger devices with a split-screen layout — left panel for the keypad or catalog, right panel for live checkout details. Supports both landscape and portrait orientations, making it compatible with tablet docks and external payment hardware.iPad and tablet POS support requires HoopAI mobile app version 3.84.x or above.
Tap to Pay
Tap to Pay uses NFC technology built into your iPhone or Android device to accept contactless card payments — no card reader required.
Add items and review the sale
Enter your total or add products from the catalog. Link a contact if applicable.
Select Tap to Pay as the payment method
Tap Choose Payment Instruments and select your Tap to Pay option.
Automatic taxes
Automatic Taxes in Mobile Payments calculates tax rates instantly based on customer details and product tax codes — across multiple countries and jurisdictions, for invoices, POS transactions, and estimates.
Taxes and discounts
When creating a sale or invoice on mobile, you can:- Add discounts — apply a percentage or fixed-amount discount
- Apply taxes — select applicable tax rates configured in your account settings
- Automatic taxes — if configured, taxes are calculated automatically based on product and location
Invoices
The Invoices section provides full invoice management on your mobile device — create, send, track, and collect payment on invoices wherever you are.
Searching invoices
Filter by Invoices, Templates, or Recurring using the tabs at the top.
Creating and sending an invoice
Tap the + button to create a new invoice. Add line items, link a contact, set an issue date and due date, add terms and notes, then send via email or SMS.
Recording payments
Open an invoice and tap Record Payment to manually record a payment received outside the platform (e.g., cash, bank transfer, or check).
Refunds
From Transaction History, tap any completed transaction to view the itemized breakdown or issue a full or partial refund.
Estimates
Create and send price estimates before issuing a formal invoice. From the apps menu, tap Estimates to browse, search, and manage your estimates.
Creating and sending an estimate
Estimate direct payments
Let customers pay the estimate amount directly without converting to a formal invoice first. When creating an estimate, add a Direct Payment option and send.Downloading estimates
Tap the three-dot menu on any estimate and select Download to save the estimate as a PDF to your device.Converting estimates to invoices
Tap the Convert button on any accepted estimate to generate a formal invoice from it automatically.Documents and contracts
Create and send documents or contracts from your mobile app using predefined templates, then collect in-person or remote signatures.
Document templates must be saved on the desktop platform before they are available in the mobile app.
Collecting in-person signatures
To collect a signature on your mobile device:
- Open the document from a contact record
- Present your device to the customer
- The customer draws their signature directly on the screen
- The signed document is saved automatically to the contact record
Products
Create and manage products in the mobile app. Products sync instantly with the desktop platform and appear in the POS catalog.
- Upload a product image for display in the POS catalog
- Define pricing models (standard, discounted, clearance)
- Create variants based on properties like size or color