Managing sales

Sales can be viewed by clicking Sales in the left hand menu.

On this page you can:

1. Filter your sales
2. Export selected sales as a CSV or JSON file
3. Create a new sale
4. See which sales are open and closed (Closing a sale is a way of marking it as 'finalised')
5. See which sales are paid or outstanding
6. View and edit your sales

Inside your sale, you can add and remove the various elements as needed.

For example if you wish to transfer a payment from one appointment to another, you can delete the appointment from the sale and add a new one in.

Your sale details can be modified using the Edit button.

The Customer, Employee and Date of the sale affect where this sale appears within the sales report and customer profiles.

Clicking the 3 dots button shows additional options: