OxPOS Setup from Scratch: Company, VAT and Invoices
Video tutorial: set up OxPOS before you start selling, including company details, VAT, invoice and receipt templates, payment methods and backups.
A correct setup saves hours later. This nine-minute lesson walks through the OxPOS settings you should complete before your first real sale, so your invoices, taxes and reports are right from day one. Think of it as the reference video you come back to whenever you change a setting.
What this video covers
- Company details: shop name, logo and contact number.
- Tax settings: VAT configuration for your invoices and reports.
- Invoice and receipt templates: how your printed and PDF documents look.
- Payment methods: cash, card and any custom payment types you use.
- Shipping and delivery settings for orders you deliver.
- Weighing scale settings for products sold by weight.
- Data backup options.
Step by step
- Enter your company details. Add the shop name, upload your logo and set the contact number that appears on receipts.
- Configure VAT. Set the VAT rate and how tax appears on invoices. This drives the VAT report, so check it carefully.
- Choose your invoice and receipt templates. Pick the layout for thermal receipts and full invoices, in Arabic and English.
- Add your payment methods. Enable cash and card, and add custom types if you accept other methods. Customers can then split a payment across methods.
- Set delivery options if you deliver orders.
- Connect the weighing scale if you sell weighed products, such as produce in a supermarket.
- Review backup settings so your data stays safe.
Tips
- Finish setup before adding products. Tax and template settings affect every invoice you create.
- Print a test receipt. Check the logo, language and layout on your actual printer.
- Keep payment methods simple. Only add the methods your shop really uses, so end-of-day reports stay clear.
For more on keeping data safe, read our guide to cloud POS data security.
Next lesson
With setup done, learn the cashier screen: opening a shift, selling and printing a tax invoice. All lessons are on the video tutorials page.
Prefer that we set it up for you? Onboarding is included. Message our team on WhatsApp to book it.
