How do I sell a Pass? (Sale View)

A Pass can be sold to a Customer in 2 ways:

• From the Customer file (see How do I sell a Pass? (Customer file view))
• By adding a Pass to a Sale (see below)

You must first have created the Pass Type, see How do I create a Pass Type?

You can sell a Pass by adding it to a Sale, either create a new Sale or edit a Sale

Passes are added to Sales in the 'Products' section

To add a Pass to the Sale, 

EITHER 

Click the down arrow next to + Add Product and choose Pass

OR

Click +Add Product  and choose Pass from the third box

If the Customer has an unpaid Pass on file, this will appear in here

EITHER

Click Select  to add an existing Pass to the Sale

OR

Click + Create Pass 

Choose a Pass from the Pass Type field

You can also change the Customer to whom this Pass will be assigned by modifying the Customer field

Click Save

Proceed processing the remainder of the Sale [see How do I add a Payment to a Sale?]

A Pass can be sold to a Customer in 2 ways:

• From the Customer file (see How do I sell a Pass? (Customer file view))
• By adding a Pass to a Sale (see below)

You must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass, add it to a Sale, either create a new Sale or edit a Sale

Passes are added to Sales in the PRODUCTS section

Tap Add Product > Pass

Tap the + icon to view your Passes:

Select the relevant Pass from the list:

The Pass will display in the PRODUCTS section of the sale:

Add a payment to the Sale and Save & Close the sale

Selling a Pass on the Android App can only be done via a Customer file. Please see How do I sell a Pass? (Customer file view)