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Raise a sale
Raise a sale
Handle transactions by raising a sale, offering flexibility in payment options and accurate record-keeping. Learn how to raise a sales record for products, services, memberships, and gift cards.
Getting started
This feature allows you to create a sales record for products, services, memberships, and gift cards. Whether you're processing a single payment type, multiple payment types, or handling unpaid or part-paid sales, raising a sale ensures a smooth and organized checkout process.
Before raising a sale if you are a team member we recommend:
- Reaching out to the workspace owner and request permission for Can check out sales.
Raising a sale
- Desktop
- Mobile
To raise a sale using one payment method:
- Open Sales.
- Click on Add.
- Select the client’s profile.
- Build the cart by selecting your desired items and making any adjustments:
- Add items:
Use the category menu to select items to add to the cart, including Appointments, Services, Products and Gift cards. - Edit item details:
Click on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Click on these to adjust the Percentage and Rate value or click on the trash icon to remove it from the cart. - Apply quick actions:
Click on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add items:
- Select Continue to payment.
- If enabled, select a tip preference. After adding it to the cart, click the tip to adjust the amount, edit the team member or merchant, or split it by selecting Add team member and then Apply.
- Click Continue to payment and choose a payment method.
- Select Pay now to complete the sale.
To raise a sale using one payment method:
- Open the Calendar.
- Tap on the plus button(+) in the bottom center and select Sale.
- Select a client profile for the sale.
- Tap Add to Cart to select your desired items and make any adjustments:
- Add additional items:
Use the category menu to choose additional items to add to the cart, including Appointments, Services, Products and Gift cards. - Edit item details:
Tap on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Tap on these to adjust the Percentage and Rate value or tap on the trash icon to remove it from the cart. - Apply quick actions:
Tap on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add additional items:
- Tap Continue to payment.
- If enabled, select a tip preference. After adding it to the cart, tap the tip to adjust the amount, edit the team member or split it by selecting Add team member and then Apply.
- Tap Continue to payment and choose a payment method.
- Tap Pay now to complete the sale and checkout the appointments.
Raising an unpaid sale
- Desktop
- Mobile
To raise an unpaid sale:
- Open Sales.
- Click on Add.
- Select the client’s profile.
- Build the cart by selecting your desired items and making any adjustments:
- Add items:
Use the category menu to select items to add to the cart, including Appointments, Services, Products and Gift cards. - Edit item details:
Click on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Click on these to adjust the Percentage and Rate value or click on the trash icon to remove it from the cart. - Apply quick actions:
Click on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add items:
- Select Continue to payment.
- If enabled, select a tip preference. After adding it to the cart, click the tip to adjust the amount, edit the team member or merchant, or split it by selecting Add team member and then Apply.
- Click Save unpaid to set the sale as unpaid.
To raise an unpaid sale:
- Open the Calendar.
- Tap on the plus button(+) in the bottom center and select Sale.
- Select a client profile for the sale.
- Tap Add to Cart to select your desired items and make any adjustments:
- Add items:
Use the category menu to choose additional items to add to the cart, including Appointments, Services, Products and Gift cards. - Edit item details:
Tap on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Tap on these to adjust the Percentage and Rate value or tap on the trash icon to remove it from the cart. - Apply quick actions:
Tap on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add items:
- Tap Continue to payment.
- If enabled, select a tip preference. After adding it to the cart, tap the tip to adjust the amount, edit the team member or split it by selecting Add team member and then Apply.
- Tap Continue to payment and choose a payment method.
- Tap Pay now to complete the sale.
Raising a part-paid sale
- Desktop
- Mobile
To raise a part-paid sale:
- Open Sales.
- Click on Add.
- Select the client’s profile.
- Build the cart by selecting your desired items and making any adjustments:
- Add items:
Use the category menu to select items to add to the cart, including Appointments, Services, Products and Gift cards. - Edit item details:
Click on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Click on these to adjust the Percentage and Rate value or click on the trash icon to remove it from the cart. - Apply quick actions:
Click on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add items:
- Select Continue to payment.
- If enabled, select a tip preference. After adding it to the cart, click the tip to adjust the amount, edit the team member or merchant, or split it by selecting Add team member and then Apply.
- Click Save unpaid to set the sale as unpaid.
To raise a part-paid sale:
- Open the Calendar.
- Tap on the plus button(+) in the bottom center and select Sale.
- Select a client profile for the sale.
- Tap Add to Cart to select your desired items and make any adjustments:
- Add items:
Use the category menu to select items to add to the cart, including Appointments, Services, Products and Gift cards. - Update the client:
If needed, Tap on Actions below the client and choose to View profile, Change client or Remove from checkout. - Edit item details:
Tap on the item within the cart and adjust the Price, Quantity, Discount or Team member then Save. - Adjust service charges:
Any services will be highlighted. Tap on these to adjust the Percentage and Rate value or tap on the trash icon to remove it from the cart. - Apply quick actions:
Tap on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
- Add items:
- If enabled, select a tip preference. After adding it to the cart, tap the tip to adjust the amount, edit the team member or split it by selecting Add team member and then Apply.
- Tap Continue to payment and choose a payment method.
- Tap Save unpaid to set the sale as unpaid.