Create a draft sale
Learn how to save sales before you’re ready to check out, giving you the flexibility to make changes as needed.
About draft sales
Draft sales let you create a sale and save it before checkout, giving you time to build and update the cart before taking payment. This is useful if a client wants to add items later, if you need to confirm services or pricing, or if you’re preparing a sale in advance.
You can return to a draft sale at any time to edit items, service charges, tips, and discounts. Draft sales only affect reporting once the sale is completed and payment is taken.
To take a partial payment and save the remaining balance to be paid later, create a part-paid sale.
Create a draft sale
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Open an existing appointment from your calendar.
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In the right panel of the appointment view, click on the Checkout button at the bottom.
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You can also:
- Add more items to the cart using the Add to cart button in the right panel.
- Click on Quick actions (three dots) at the bottom of the right panel, to find options to Apply a discount to the whole cart or individual services and Adjust service charges.
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Click on Quick actions (three dots) at the bottom of the right panel, then select Add cart discount.
Once saved, the draft sale appears in your calendar with a draft sale icon (shopping cart). To complete the sale, open the appointment from your calendar and select the Continue checkout button to collect payment from the client.
Edit or cancel a draft sale
- From the main menu on the left of your screen, go to Sales, then select Sales from the left menu panel.
- Click on the Drafts tab and use the search bar and filters in the toolbar to find the sale.
- Select the Draft reference number to view the sale details.
- In the right panel of the sale view, click on Actions (three dots) and choose one of the following:
- Edit the draft sale: In the right panel, click on the Checkout button and make any adjustments. Click on Quick actions (three dots) at the bottom, then select Save draft.
- Cancel the draft sale: In the right panel, click on Actions (three dots), then select Cancel draft. Click Confirm in the pop-up to confirm the cancellation.
