Set up your store

This guide helps you set up a new store and keep its details and receipts right. Only the owner can do this.

Your first setup

After you sign up, Set up your store opens. New to Inventra? See Sign up and start your free trial first.

1. Your store: check the details you signed up with. Your address, logo, signature and receipt settings can wait: add them now or any time later, as described below. Tap Save on each card you change.
2. Tap Continue to your plan.
3. Your plan: tap Start my free trial. Your store opens at once with every feature, and there is nothing to pay until you choose a plan. There is one free trial per person: if you have had one, choose a plan and pay for its first year, and your store opens. Paying online asks for your email.

Your dashboard then shows Getting started: add your first devices and products, your staff and your signature. To choose a plan, see Choose or change your plan.

Later, everything below is in Settings. On a phone, tap More to find it.

Business details

1. Open Settings. The Business tab opens first.
2. Check Store name, Store phone, Store email (optional) and Address. Customers see these on receipts.
3. Write the Address as it should print: street, area, city and state.
4. Check the Time zone. Dates on screens, receipts and reports use it.
5. Tap Save.

You choose the currency when you sign up. You cannot change it later.

Logo

1. Open Settings, then the Logo tab.
2. Tap Upload a logo and pick an image. A square JPEG, PNG or WebP image of up to 2 MB works best.

The logo prints on every receipt. To change it, tap Replace logo. To take it off, tap Remove.

Signature

Your signature prints above "Authorised signature" on every receipt, also on receipts your staff print.

1. Open Settings, then the Signature tab.
2. Choose how to add it:
   • Upload a photo: sign on plain white paper in dark ink. Take a clear photo in good light. Tap Choose a photo. Inventra removes the paper and keeps only the ink.
   • Draw it: sign inside the box with your finger, a pen or the mouse. Tap Save signature. Tap Clear to try again.

To take it off, tap Remove signature.

Receipts and guarantee

1. Open Settings, then the Receipts tab.
2. If you used a paper receipt book, set Next receipt number to its next number. This number is fixed after your first sale.
3. Set Guarantee (days). This is how many days a customer can bring a faulty item back. You can pick from 1 to 30 days.
4. Tick No refund of money after payment if your shop does not give money back. Receipts then print this line.
5. Tap Save.

Tip: A new guarantee applies to new sales only. Sales you already made keep the guarantee they had.

Other settings

• Discounts and credit: the largest discount staff may give, and when credit becomes overdue. See Follow up money owed.
• New staff: what new staff can do at first. See Add staff and choose what they can do.
• Subscription: see Plans and renewal.