Invoice Quick Start reduces friction for sales associates by allowing invoices to be started immediately before a customer has completed their check-in. 

The invoice quick start should be used with the Baseline Check In. Check-ins will not appear automatically when using the Patch Kiosk.

TABLE OF CONTENTS

• Overview
  • What Does it Do?
  • How Does it Work?
  • How to Enable
• Other Things to Know
  • Can I use the Patch Kiosk?

What Does it Do?

• Start a new invoice without selecting a customer first
• See recently checked-in customers surface directly on the invoice screen
• Attach the correct customer to the invoice with a single tap

How Does it Work?

1. Tap New Invoice — an NTY invoice is created automatically
2. The sales associate can begin scanning items right away
3. When the customer completes check-in, a check-in card appears on the left side of the invoice
4. Tap the check-in card to attach the customer to the invoice
5. Complete the invoice as normal

How to Enable

1. In Baseline, go to Settings → Check-In
2. Scroll down and toggle on Invoice Quick Start
3. Confirm your store is using Baseline Check-In
4. Verify your registers are correctly connected to the kiosk iPad(s)
   • Each tablet ideally connects to one register. If a tablet is linked to multiple registers, you'll simply see more customer names appear in the check-in list.

Other Things to Know

Can I use the Patch Kiosk?

Yes, but with limited functionality. Stores not using Baseline Check In can still use the Invoice Quick Start, however:

• Employees must tap "Manual Entry" to attach a customer
• Employees must continue to tap "Get Check Ins"
• You will not automatically see Check In Cards