BuildTrack Pro

POS checkout links

Text or email a POS cart to a customer: they confirm their details, choose delivery or pick-up and pay. Track, edit and resend links from the POS.

Where it is

  • Showroom POS — The link button beside search opens Checkout links

Settings for this

Who this is for: staff taking phone and message sales.

Send one

  1. Build the cart on the Showroom POS and press Send checkout link.
  2. Under Customer, enter an email or a mobile (a name is optional). The customer fills in the rest, including their address.
  3. Send by: Text message and/or Email.
  4. Customer can pay by: Pay now by card, Pick up & pay in store and/or Bank transfer. Card needs Stripe invoice payments on; bank transfer needs your bank details in Settings → Quotes & invoices.
  5. Optionally let them change quantities or remove items, set how many days the link lasts, and add a message.
  6. Press Save & send (or Just create link to copy it yourself).

Delivery priced on the POS isn't carried over: the customer prices it to their confirmed address. You get a notification when they confirm.

  • Links: every link sent, with What was sent, Edit & resend (loads it into the cart; sending updates the same link), Copy link, Resend (or Extend 7 days & resend once expired) and Cancel. A confirmed link opens its invoice.
  • Offers: products to suggest on the checkout page, shown on every checkout or when the cart has a product, category or brand, at normal or special price.
  • Settings: which payment options are ticked on new links, how delivery is priced (Pack to the Future, or every connected carrier), and a pick-up note.

Related guides

More in Sales

All Sales guides