How do I create a new Sale?

To create a new Sale, choose Sales from the left hand menu and click New Sale 

EITHER

Use the Search field to Search for an existing Customer (left hand side)

OR

Enter in the details of a new Customer (right hand side)

You can add the following items to a Sale:

• Reservation How do I add a Reservation to a Sale?
• Product How do I add a Product to a Sale?
• Customer Credit How do I add Customer Credit to a Customer?
• Gift Card How do I sell a Gift Card? (Sale view)
• Pass How do I sell a Pass? (Sale View)
• Charge How do I add a Charge to a Sale?
• Discount How do I add a Discount to a Sale?
• Payment How do I add a Payment to a Sale?
• Tip How to I add a Tip to a Sale?

Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?

To create a new Sale, tap the Sales icon, then New Sale or the '+' icon

Sales can also be created by 'Checking out' a Reservation, see How do I checkout a Reservation?

Search for an existing customer by typing the customer name into the search bar or enter details of a new Customer

You can add the following items to a Sale:

• Reservation How do I add a Reservation to a Sale?
• Product How do I add a Product to a Sale?
• Customer Credit How do I add Customer Credit to a Customer?
• Gift Card How do I sell a Gift Card? (Sale view)
• Pass How do I sell a Pass? (Sale View)
• Charge How do I add a Charge to a Sale?
• Discount How do I add a Discount to a Sale?
• Payment How do I add a Payment to a Sale?
• Tip How to I add a Tip to a Sale?

Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?

To create a new Sale, open the menu and tap on Sales

Tap the + icon

Sales can also be created by 'Checking out' a Reservation, see How do I checkout a Reservation?

Search for an existing customer by typing the customer name into the search bar or tap on the + icon to add a new Customer

From here you can add the following items to a Sale:

• Reservation How do I add a Reservation to a Sale?
• Product How do I add a Product to a Sale?
• Customer Credit How do I add Customer Credit to a Customer?
• Gift Card How do I sell a Gift Card? (Sale view)
• Pass How do I sell a Pass? (Sale View)
• Charge How do I add a Charge to a Sale?
• Discount How do I add a Discount to a Sale?
• Payment How do I add a Payment to a Sale?
• Tip How to I add a Tip to a Sale?

Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?