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.
In this article
How draft sales work
Draft sales let you start a sale, save your progress, and return later to manage items, service charges, tips, and discounts before completing checkout and generating an invoice. You can continue editing a draft sale until you’re ready to take payment.
To take a partial payment and save the remaining balance to be paid later, create a part-paid sale.
Create a draft sale
Create a draft sale
- 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 to add to or adjust any services, products, memberships, or gift cards in your cart.
- 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, go to Sales from the main menu on the left of your screen, then select Sales from the left panel and open the Drafts tab. Select the relevant draft sale, then click Checkout to take payment from the client.
Edit or cancel a draft sale
- From the main menu on the left of your screen, go to Sales.
- 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 # to view the sale details and choose one of the following:
- Edit draft sale: In the right panel, click on the Checkout button. Make any adjustments. Click on Quick actions (three dots) at the bottom, then select Save draft.
- 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.
FAQs
If a payment fails or a terminal payment is cancelled while checking out a draft sale, the sale remains in its current draft status. This lets you return to the sale and choose another payment method.
Walk-in appointments can be saved as draft sales, making it easy to create and manage sales for clients who don’t have an existing booking or appointment.
When a draft sale is created, any upfront deposit is linked to the appointment rather than the draft sale itself.