> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/shopify/shopify-pos.md). # Shopify POS tiles and extensions Shopwaive's nine Shopify POS tiles let your staff apply a Shopwaive balance, add or take an amount, or charge a sale, from the POS cart

With Shopwaive, your staff see and use a customer's balance at the register. You choose from nine smart grid tiles. None is required: add only the ones your staff will use. Every plan with Shopify POS can use them. ## The tiles | Tile | What staff do with it | What it needs | | ------------------------- | ------------------------------------------------------ | ------------------------------------------------------------------------- | | **Account** (recommended) | See and use a customer's balance. Start here | | | **Loyalty** | See a customer's points, tier and rewards | A loyalty program | | **Refund** | Add an amount to a customer's Shopwaive balance | | | **Debit** | Take an amount off a customer's Shopwaive balance | | | **Invoice** | See a customer's invoices and charge sales to them | Shopify POS Invoicing. See [Invoicing](/shopify/shopify-pos/invoicing.md) | | **Admin** | Enter a manager's PIN to charge past the invoice limit | Shopify POS Invoicing | | **Charge account** | Charge a sale to a customer's account | Charge accounts, turned on for your store | | **Redeem Gift Cards** | Redeem a customer's balance with a gift card code | A balance applied as a gift card | | **Send Gift Cards** | Send a Shopify gift card by e-mail | | ## Set up {% stepper %} {% step %} **Turn on Shopify POS** In Shopwaive, open **Settings** > **Shopify POS** and turn on **Shopify POS**. Click **Save**. {% endstep %} {% step %} **Add the tile** In Shopwaive, open **Extensions**. Under **Shopify POS**, press **Open smart grid** on the tile's row. In Shopify's editor, click **Add tile**, choose **Embedded Apps**, then the Shopwaive tile. Click **Add**, then **Save**. It takes about 1 minute for each smart grid template. {% endstep %} {% step %} **Try it** Click **Preview** on the tile's row to see each state in Shopwaive before you go to the register, such as **Customer with a balance** or **No customer**. {% endstep %} {% endstepper %}

Shopwaive Settings, Shopify POS: the Shopify POS switch, gift cards and invoicing — Settings > Shopify POS

Turn on **Shopify POS invoicing** on the same page only if you want Shopwaive's invoice and accounts receivable services. See [Invoicing](/shopify/shopify-pos/invoicing.md). {% hint style="info" %} When you enable Shopwaive's Shopify POS Invoicing services, Shopwaive's balance functions at the register turn off automatically. For merchants with both in-store and online sales channels or those that wish only to provide a balance, points, or loyalty program for their customers, its recommended to disable Shopify POS Invoicing {% endhint %} Setting up for the first time? Follow [Set up Shopwaive tiles and extensions](/shopify/shopify-pos/set-up-tiles-and-extensions.md): turn it on, add the tiles to your smart grid, give staff access, and redeem at the register. Need a custom solution? Reach out to us at and we'll build it ## Checkout with Shopify POS: step by step 1. Install Shopwaive from the [Shopify App Store](https://apps.shopify.com/shopwaive) 2. Add the Shopwaive **Account** Smart Grid tile to your cart page as shown above 3. Scan items or search and add items to the cart 4. Search for your customer by email and add them to the cart. If your customer is new, click the **Add customer** tile and include their email address, then click **Save** 5. If the customer has an available balance, then it will appear as "Balance $435.55" for example, in the **Account** tile on the cart page 6. In the example below, if you click "Balance $435.55", the available balance will be applied to the order. Only the amount required will be deducted from the customers available balance 7. You can press the **Clear cart** or **Remove discount** tile at anytime to remove the applied balance from the purchase. The balance is only deducted from the customers account after the order financial status changes to **Paid** 8. Similarly, add the **Refund** and **Debit** tiles to perform deposits and debits on the customer's balance all from the POS cart. {% embed url="" %} Add the **Account**, **Refund**, and **Debit** tiles to perform convenient actions all from the POS cart {% endembed %} ## Actions with Shopify POS Though you can manually issue [a balance](/shopify/customers/accounts.md#how-to-change-a-balance-step-by-step) or use [Bulk import](/shopify/customers/import-accounts.md) for any miscellaneous reason, you can also issue a balance or deposit inside the Shopify POS app based on scanned item value while processing a combination of return, exchange, and new purchase. You can perform many actions within Shopify POS with a single press of a button using various Smart Grid tiles design by Shopwaive, such as the **Account**, **Refund**, and **Debit tiles** To begin, add the **Account**, **Refund**, and **Debit** Shopwaive tiles to your Shopify POS Smart Grid. ## Redeem with Shopify POS Smart Grid After adding the **Account** tile, customers can redeem their available account balance if you press the **Account** tile. This will apply the customer's available balance up to the amount required to cover the total due. If the available balance does not cover the full cost, the total due will be reduced by their available balance and the customer will be required to provide another form of payment to pay the remainder. ## Refund with Shopify POS Smart Grid Customers can be refunded for items they return to your store by pressing the **Refund** tile. You simply add the items to the Shopify POS cart by searching for them in your product catalog or by scanning them into Shopify POS using the product barcode. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. The Refund tile will always equal the grand total of the customer's items in the Shopify POS cart. This makes it super easy to refund based on scanned value of an item, without the need for a receipt, order history, etc. For a miscellaneous refund amount, you can complete a custom sale. {% hint style="info" %} If completing a refund and new purchase simultaneously, after completing the **Refund**, you simply can remove the refunded items and the customer from the cart, and then add the new purchase items to the cart. Removing the items associated with the refund from the cart does not remove or effect their balance, we simply temporarily scanned them into the cart to capture an accurate value to add to the customer's balance. After completing the **Refund**, removing the customer and then adding them back to the Shopify POS cart will refresh their available balance that will appear in the **Account** tile {% endhint %} To refund an order to a customer's balance from your Shopify admin, open the customer's page and click **More actions**, then **Adjust balance**. See [Refunds](/shopify/refunds.md#refunds-from-the-customer-page). ## Debit with Shopify POS Smart Grid You can remove an amount from a customer's balance by performing the same actions as with a refund, and instead, press the **Debit** tile. Add items to the Shopify POS cart. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. If the customer is not new, but does not have an email address on file, you will need to add it before proceeding. The amount that will be removed from a customer's available balance is equivalent to the grand total in the Shopify POS cart. For a miscellaneous amount, you can complete a custom sale. A customer's available balance can never be less than 0. {% hint style="info" %} After the **Refund** or **Debit** tile changes a balance, remove the customer from the cart and then add them back to get the latest available balance to reflect on the **Account** tile before proceeding to process the order {% endhint %}

Remove an amount from a customer's balance with the **Debit** tile, redeem with the **Account** tile

In the example above, the grand total of the customer's cart is equal to $12.76. The **Refund** and **Debit** tiles equal +$12.76, and -$12.76, respectively, indicating the customer's balance can be increased or decreased by the value of the items in the current cart session. If more items are added or removed from the cart, the value of these tiles will change to match, and will always remain in-sync with the current cart value. Before these tiles will be available to take action, you first need to add a customer to the cart. New or existing customer's must have an email address. If they currently do not have an email address on file, you can add one by asking your customer to provide this information and entering the email address on their customer profile within the Shopify Admin or using the Customers tab within Shopify POS. The **Account** tile is equal to $435.55, this is the customer's existing balance available for redemption, and is independent of the current Shopify POS cart value. After the **Refund** or **Debit** tile changes a balance, remove the customer from the cart and then add them back to get the latest available balance to reflect on the **Account** tile before proceeding to process the order. ## Loyalty Program for Shopify POS Shopwaive's loyalty program pays points on Shopify POS orders as on online orders, with no Shopify Flow: set it up on the **Loyalty** page in Shopwaive. See [Loyalty](https://docs.shopwaive.com/shopify/loyalty). ### The Loyalty tile Add the **Loyalty** tile in Shopify admin, once for each smart grid template your locations use. Go to **Sales channels** > **Point of Sale**. On the **POS app** card, click **Edit**. Choose the template under **Smart grid template**. Under a page, click **Add tile** and open the **Apps** tab. Under **Shopwaive**, click **A customer's loyalty balance and rewards at the register**: that is the Loyalty tile. Click **Save**. Locations that use that template now show the tile. Adding the tile on a POS device adds it only at that device's location. At the register, add a customer to the sale and tap the tile: it shows the customer's points, what the sale earns, and the rewards the customer can use. Tap **Redeem** next to a reward to add it to the sale as a discount. A customer with no email on file cannot use rewards. If a device does not show the tile's latest version, close the POS app and open it again. What a point is worth: see [What points are worth](https://docs.shopwaive.com/shopify/loyalty/redeem-expiry-and-refunds#what-points-are-worth). ### Points on the Account tile The **Account** tile also spends a balance held in points. A store's balances are points when its theme is Loyalty and Rewards. Choose the Loyalty and Rewards theme under **Settings** > **Balances**. Its **Multiplier for redemption** is under **Settings** > **Checkout** > **Redemption**: the number of points required to redeem a single unit of presentment currency at the time the reward is redeemed. For example, a multiplier of redemption of 20 means 20 points are required to redeem $1 USD, if the store's presentment currency is USD. While a program runs on the Loyalty page, **Settings** shows the theme and this multiplier read only, set by your loyalty program. If you are using the Loyalty and Rewards theme, you may wish to also choose a custom suffix, such as **points**, under **Settings** > **Balances** > **Store Currency**. Add the **Account** Smart Grid tile to your Shopify POS Home page. Then, add your customer and add items to the cart. If your customer has points, the tile reads **Redeem** with the points below it, for example "1278 points".

The Account tile showing a customer's points

Within the Shopwaive app, you may choose the following settings: * In **Settings** > **Balances**, choose **Loyalty and Rewards** for **Type** and click **Save**. Then, in **Settings** > **Checkout** > **Redemption**, enter **20** for **Multiplier for redemption**. It is saved as you type it. This is just an example: you can choose any value, and the default is 1. {% hint style="info" %} *Definition*: Multiplier for redemption. Divides the customer's current balance by the Multiplier for redemption value. For example, a balance of 100 with a Multiplier for redemption of 20 is equivalent to a $5 reduction applied to the cart. {% endhint %} * This example also uses a **Redemption increments** value of 500 points. The Shopwaive app shows no control for this value: a store that already has an increment keeps it **Redemption increments** limit redemption to whole increments. With the settings in the example above, the tile shows the customer's 1,278 points. With an increment of 500 points, pressing the tile redeems the largest whole number of increments: 1,000 of the 1,278 points. A customer whose points are below one increment cannot redeem. The 1,000 points take $50 off the cart, because the Multiplier for redemption is 20: 1,000 points / 20 = $50.

1,000 points are redeemed, taking $50 off the cart

Questions about points in Shopify POS? Reach out to our team via the in-app chat, website chat, or directly via email at ## Gift Cards in Shopify POS Conveniently redeem a Shopwaive balance as an alternative form of payment using Gift Cards and Shopwaive's Smart Grid Redeem Gift Cards Tile. First, in the Shopwaive app, open **Settings** > **Checkout**, turn on **Gift Cards** and click **Save**, then turn on **Gift Cards Extension**. Then open **Settings** > **Shopify POS**, where **Shopify POS** must be on, and tick **Shopify POS Gift Cards**. Gift Cards Extension and Shopify POS Gift Cards are saved as you turn them on. Until both are on, the tile reads "Must enable in app". On the Smart Grid Cart, press **Add tile** > **App** > **Shopwaive** > **Redeem Gift Cards** Then add your customer and items to the cart. The tile reads **Shopwaive: Gift cards** with the customer's balance. Press it, then press **Generate code**. Long press the **Gift code** field and select copy, then paste the code into the gift card field when you take payment. The code is for staff at the register; it is not given to the customer. {% hint style="info" %} Press the **Shopwaive: Gift cards** tile on the Smart Grid cart, then press **Generate code**. Copy the code (worth the customer's available balance) and paste it into the gift card field when selecting a form of payment {% endhint %} With Shopwaive's Shopify POS Gift Card extension, your customer's balance applies toward the full cart costs, inclusive of line item merchandise, taxes, shipping, and fees. Combinations with other forms of payment is made easy with Shopwaive's POS extension, and makes bookkeeping and reporting seamless and organized. Keep track of customer redemption through Shopwaive's unique identifier, that's simple and intuitive to search, filter, export, and segment within the Shopify Admin.