Edit a sale
Learn how to manage sale details by updating who completed the sale and how tips are shared.
After completing a sale, you have up to six months to adjust its details. Sales details can be assigned to any team member in your workspace, even if they were not originally linked to the sale.
- From the main menu on the left of your screen, go to Sales.
- Select Sales from the left menu panel.
- Above the Sales list, use the search bar and filters in the toolbar to find the sale.
- Click on the Sale # to view the details.
- In the right panel of the sale, click on Quick actions (three dots), then select Edit sale details.
- In the edit sale details view, update the following:
- Team member: Change the team member associated with the item sold.
- Tips collected: Update how tips are allocated. Select the Add team member button, then choose to Split tip equally or enter the allocated amounts.
- Payment collected: Update the team member associated with the payment.
- Click on the Save button in the top right to update the sale details.
Once the sale is updated, all changes are recorded in the individual’s sales activity tab. The original receipt remains in place, and no new receipt is generated for the sale.
FAQs
Once a client leaves a review, it stays linked to the staff member who received it, even if the sale is later updated.
When reallocating tips after a completed sale, the full tip amount needs to be reassigned before the changes can be saved. This helps ensure the total tip value on the receipt stays accurate. Tips can also be assigned to any team member in your workspace, even if they were not originally associated with the appointment or product.