BUYER GUIDE · NAQIX Editorial · 30 September 2026

Before you choose billing software, run these 7 checks.

A practical demo checklist for shop owners: invoices, returns, stock, payments, reports and data access.

Start with your busiest hour

A software demo is most useful when it resembles an ordinary day in your business. Bring three representative products, one repeat customer and one supplier. Use made-up customer details. Ask the presenter to run your example from beginning to end, rather than jumping between polished screens. Write down the result of each check: demonstrated, needs configuration or not available. This gives you something more reliable than a long feature list.

01 / Create and correct an invoice

Ask someone who will actually use the counter to find the customer, select products, change a quantity and choose a payment method. Then reopen the saved invoice. Check the customer details, amounts and print layout. Introduce a deliberate mistake and ask for the supported correction path. A demonstration should make clear which records can be edited and when a return, cancellation or reversal is required.

02 / Follow the stock movement

Choose one product and note its starting quantity. Receive a small purchase, make a sale and process a permitted return. Compare the final quantity with your calculation. If you sell in different units, test the actual pack and unit conversion you use. Businesses that need batches, serial numbers or expiry dates should demonstrate those requirements explicitly.

03 / Trace a part payment

Create a sample invoice, record part of the amount and reopen the customer balance. Ask where the remaining amount appears and how the final receipt is allocated. Then inspect the payment history. The useful question is not simply whether the software has a payments screen, but whether your staff can explain the outstanding amount from the saved records.

04 / Print something you can hand to a customer

Use your real paper size and printer model when possible. Check the logo, address, item descriptions, long names, totals and second-page layout. Preview a document with more lines than fit on one page. A attractive template on a large monitor is not enough: the printed bill must remain readable and complete.

05 / Compare the report with the source

Choose a date range and branch, then follow one total back to its invoice or payment. Reopen the report after a correction. Make sure the person demonstrating explains the difference between sales, money received and amounts still due. Use the same sample transactions throughout so discrepancies are easy to spot.

06 / Test access and data recovery

Ask to see the roles your cashier, manager and accountant will use. Demonstrate a restricted action with a training user. Ask how backups, exports and restore work for the exact edition being quoted. If working without internet matters, request a disconnected demonstration and a clear explanation of what happens after reconnection.

07 / Agree the handover

Record which requirements passed, which need setup and which are unavailable. Confirm the edition, devices, users, implementation scope, training and support in writing. Bring this completed checklist to a NAQIX guided demo so the discussion starts with your business, not a generic module list.

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