Customers and store credit
Find customer details, current store credit, and the ledger entries behind every balance change.
Keep your current POS for sales and payments. Use Cardstead for trade intake, store credit, money, calendars, employees, and business settings.
Open trades, reminders, register status, upcoming events, and follow-up are visible from one dashboard.

Find customer details, current store credit, and the ledger entries behind every balance change.
Manage intake, pricing, approval, customer decisions, and cash or store-credit payouts on one trade.
Track accounts, register sessions, safe activity, cash movement, budgets, forecasts, and reports.
Plan releases, events, tournaments, preorder dates, customer calls, and employee follow-up.
Manage employee accounts, roles, permissions, location assignments, and important activity history.
Keep business details, store locations, operating policies, billing, and system settings in one place.
Inventory Management is priced per store. The Square integration is included, while checkout and payments stay in Square.
Receive, locate, count, and process store-owned inventory with record types and fields that fit your shop.
Bring Square daily sales performance and optional drawer details into Cardstead for money review.
Choose the areas you want to cover, and we will keep the walkthrough focused on them.