Raise a sale
Learn how to process transactions for accurate record keeping.
- Open an existing appointment from your calendar.
- To create a new sale, click on the Add button in the Calendar toolbar, then select Sale.
- In the right panel of the appointment view, click on the Checkout button at the bottom.
- In the left panel of the cart view, build your cart by making the following adjustments:
- Add items: Use Quick sale to quickly add commonly used Services, Products, Memberships, and Gift cards, or use the menu bar at the top to add other items.
- Edit item details: Click on the item in the right panel. In the pop-up, adjust the Price, Quantity, Discount, or Team member, then click on the Save button.
- Adjust service charges: Click on the Service charge in the right panel. In the pop-up, either adjust the Percentage and Rate value or click on the Bin icon to remove it from the cart. Select the Save button to save the adjustment.
- Apply quick actions: In the left menu panel, click on Quick actions (three dots) at the bottom to add an additional Cart discount, any Sales notes, or a Service charge.
- In the right panel of the cart view, click on the Continue to payment button at the bottom and choose a payment method.
- Click on the Pay now button at the bottom to complete the sale.
Once the payment is processed, a sale receipt is created, which you can share with the client by email or print.
You can use a barcode scanner to quickly add products to the cart. The scanned barcode must match the barcode added to the product in your workspace.
FAQs
You can apply discounts to items in the cart by using pre-set deals and promotions during checkout. At checkout, select the item from the right-hand panel of the cart, choose the relevant pre-set deal un
