Creating a sale

Sales can be created in many areas of the system. The main 2 are:

1. On the Sales page
2. In an appointment

1. ON THE SALES PAGE

Click Sales in the left hand menu, then click New Sale:

2. IN AN APPOINTMENT

Open the appointment by clicking on it, then click New sale:

You will then see the sale window, where you can add:

• Appointments and stand-alone services
• Products, customer credit, gift cards and passes
• Charges
• Discounts
• Payments and payment requests
• Tips

When you're ready to checkout, click +Payment or the green Pay now button:

In the payment window, you can modify the payment amount, and select the payment method.

The payment methods displayed here will include:

• Cash
• Gift cards (which you can search)
• Loyalty points (if the customer has any accrued)
• Customer credit (if the customer has any)
• Custom payment methods
• Any payments processors you have integrated

Enter the amount the payment is for and select the payment method. Then click the Pay button.