Point of sale
NextHealth Engage
NextHealth Engage
Part of the Billing and point of sale add-on
NXH Engage point of sale brings the sale and payment into the front-desk workflow. Teams sell services, products and gift cards, apply offers or promotional codes and issue VAT invoices. Payments can use cash, card, wallet, gift card or points, with split methods supported. Retail stock is tracked by batch and tills are reconciled at close, giving the team a connected account of the transaction and the payment activity it needs to review at the end of the day.
Connect the sale with payment and till reconciliation
-
Step 1
Build sale
Add services, products or gift cards
-
Step 2
Apply offer
Use the relevant offer or code
-
Step 3
Take payment
Choose payment methods for the sale
-
Step 4
Issue invoice
Prepare the transaction’s VAT invoice
-
Step 5
Close till
Reconcile the till at close
What your team can do
- Sell services, retail products and gift cards together.
- Apply offers and promotional codes to the sale.
- Take cash, card, wallet, gift card or points payments.
- Split a payment across the supported payment methods.
- Issue VAT invoices within the front-desk transaction workflow.
- Track retail batches and reconcile tills at close.
The sale and payment need to remain explainable together.
Give the front desk one transaction to work through
A checkout may involve a service, a retail item and more than one way to pay. Staff need to apply the relevant offer, take the payment and issue the invoice, while the finance team needs a record it can reconcile.
Payment methods and what each needs
- Recorded at the till: cash, card terminal, and value already held, which means wallet credit, a gift card, loyalty points or a booking deposit. A card terminal payment is recorded by the cashier. Engage does not connect to the terminal, and no outside provider is involved in any of these.
- Processed online: Stripe and Tabby. Each needs the clinic’s own account with that provider, connected to the deployment, and each provider decides which countries, currencies and customers it supports.
A split payment can combine several methods, each used once, with at most one online method.
Invoices, tax and country
Invoices follow the branch’s tax profile. Tax rates and profiles are configured per branch, so each branch invoices with the tax of the country it trades in rather than from a fixed list of countries. No real-time e-invoice clearing service is connected.
Illustrative example: invoice, refund and till close
This example uses synthetic data.
A cashier opens her till with a float. Mariam Aziz, a made-up client, buys a hydration facial and a retail serum. A promotional code applies an offer to the facial, and she splits the payment between a gift card and the card terminal. Engage issues the VAT invoice, takes the serum from its stock batches and records both payments. She later returns the serum and the cashier refunds the card payment to its original method, or to her wallet if she prefers. At close the cashier counts the drawer. Engage compares it with the expected cash: the opening float plus cash taken, less cash refunded. Card payments are reported beside the drawer, not inside it, and a shortfall is recorded as a cash variance.
Related NXH Engage modules
3 more modules
Common questions
-
Point of sale is part of the Billing and point of sale add-on for NXH Engage. It is selected alongside Engage core rather than included automatically in the core licence.
-
Yes. The point of sale handles services, retail products and gift cards in the sales workflow, with offers and promotional codes available.
-
Cash, card terminal, wallet credit, gift card, loyalty points and a booking deposit are recorded at the till, with split payments available. A card terminal payment is recorded by the cashier, and Engage does not connect to the terminal. Online payment methods are Stripe and Tabby.
-
Yes, for clinics with their own account with the provider, connected to the deployment. Each provider decides which countries, currencies and customers it supports, so confirm the provider setup as part of your payment scope. Without a connected provider, only the methods recorded at the till are available.
-
Yes. Tills are reconciled at close, connecting the front-desk payment activity with the end-of-day review conducted by the clinic.
-
Any country. Tax rates and profiles are configured per branch, so each branch invoices with the tax of the country it trades in. No real-time e-invoice clearing service is connected, so check whether your country requires one.
Not answered here? Contact the team
NXH Flow