Speed up your checkout process and reduce manual entry errors with Qonto's Catalog feature 🚀
The Catalog lets you build a pre-defined list of products and services that you can select directly during checkout on Tap to Pay and POS terminals. Instead of typing prices manually for each transaction, simply browse and select items from your list. You can add multiple items to a cart, adjust quantities, and even mix catalog items with manually entered amounts in the same transaction.
This feature is available to Owners and Admins who can create and manage catalog items from both 💻 web and 📱 mobile apps. At checkout, Owners and Admins can use the catalog on Tap to Pay, while any user can access it on POS terminals.
The Catalog uses Qonto's existing Products and Services feature, so any items you've already created for invoicing are immediately available at checkout—no duplication needed.
What is the Catalog and how does it work?
The Catalog is a product and service list built directly in your Qonto account that you can use during in-person payment transactions. It eliminates the need to manually type prices for every transaction, making your checkout process faster and more accurate.
When you're ready to accept a payment, you can access your catalog through the "Items" tab on your Tap to Pay or POS terminal. Browse your pre-built list, select the products or services your customer is purchasing, adjust quantities if needed, and process the payment. You can select multiple items and build a cart just like in a traditional point-of-sale system.
The Catalog is flexible—you can use it for some transactions and still manually enter amounts for others. It's designed to save time on repeat transactions while giving you the freedom to handle unique situations as needed.
If a payment fails for any reason, your cart is automatically preserved, so you can retry without rebuilding it from scratch. This ensures you don't lose any information during technical issues or declined payments.
The feature integrates seamlessly with Qonto's invoicing capabilities, creating a unified product list across your entire platform.
How do I create and manage items in my Catalog?
Owners and Admins can create and edit catalog items from multiple locations within Qonto, giving you flexibility to manage your product list wherever you work.
On 💻 web, navigate to In-Person Payments > Manage products and services. From here, you can add items individually by entering a product name and price. If you're migrating from another tool or have an extensive product list, you can use the bulk-upload feature to import your items via file. This saves significant time compared to manual entry and helps you get started quickly.
On 📱 mobile, go to In-Person Payments > Manage products and services. Owners and Admins can create, edit, and manage items directly from their phone without needing to access the web app. This is particularly useful when you need to add a new product or update pricing while you're on the go or at your business location.
You can also access your catalog from Invoices > Products and services or Business account > In-Person Payments > Manage products and services. All these entry points lead to the same unified catalog, ensuring consistency across invoicing and in-person payments.
When importing items from another tool, keep names and prices consistent with your existing records to reduce confusion and maintain accuracy in your transactions and reporting.
How do I use the Catalog during checkout?
When you're ready to accept a payment, you'll find a new "Items" tab available on your Tap to Pay and POS terminals. This tab gives you instant access to your complete product and service catalog during a live transaction.
To use the catalog, tap the Items tab and browse your list of products and services. Select the items your customer is purchasing, and they'll be added to your cart. You can add multiple items in a single transaction and adjust quantities as needed—perfect for customers buying several of the same product or multiple different items.
The Catalog is flexible enough to handle mixed transactions. If your customer is purchasing both catalog items and something custom or one-time, you can combine pre-defined items with a manually typed amount in the same transaction. This gives you the structure of a catalog without losing the flexibility of manual entry.
If a payment fails due to a technical issue or declined card, your cart is preserved automatically. You can retry the payment immediately without needing to select all the items again, saving time and reducing frustration for both you and your customer.
You don't have to use the Catalog for every payment—it's optional. You can still process payments the traditional way by typing in an amount manually, exactly as you did before this feature was available.
Who can create, edit, and use catalog items?
Access to the Catalog varies depending on your role and where you're processing payments.
Creating and editing items: Only Admins and Owners can create and edit items in the Catalog. This applies to both 💻 web and 📱 mobile platforms. This permission structure helps maintain consistency and control over your product list and pricing.
Using items at checkout: For Tap to Pay, only Admins and Owners can access and use catalog items during checkout. This ensures that the individuals managing your product list are also the ones using it for these transactions.
For POS terminals, any user can access and use the catalog at checkout. This makes sense for retail or service environments where multiple team members may be processing customer transactions.
These permission settings help balance flexibility with control, ensuring your product catalog remains accurate while still being accessible to the team members who need it during customer interactions.
How does the Catalog work with Products and Services for invoicing?
The Catalog is built on Qonto's existing Products and Services feature, creating a unified product list across your entire platform. This means there's no duplication or separate setup required.
If you already use Products and Services for invoicing, those items are immediately available in your Catalog for in-person checkout. You don't need to re-enter or copy anything—your existing product list works automatically for both invoicing and in-person payments.
Similarly, when you add new items specifically for in-person checkout through the Catalog, those items become available when creating invoices. This unified approach saves time and ensures consistency in your product names, prices, and descriptions across all payment methods.
You can access this shared catalog from multiple locations: Invoices > Products and services, Business account > In-Person Payments > Manage products and services, or the 📱 mobile app > In-Person Payments > Manage products and services (Owners/Admins only). All entry points access the same database, so changes made in one location are reflected everywhere.
This integration eliminates the common pain point of maintaining separate product lists for different sales channels, reducing errors and administrative overhead.