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Create and work with a sale

This page is about the "Sale" screen itself. It is the main checkout screen where you choose the client, add what was sold, and prepare payment, installments, and the final amount.

When to use this page​

Use it when:

  • you sell a service, product, or membership;
  • you want to collect several items in one sale;
  • you need to record payment immediately or leave the sale unpaid;
  • you want to prepare an installment plan;
  • you need to send an online payment link for an existing sale.

Where a sale can start from​

The most common entry points are:

  • from the client profile through "Create sale";
  • from the appointment view through "Checkout" or "View checkout";
  • from an operational flow where the client and location are already selected.

If the sale is not started from a specific location, you first choose "Location where the sale is conducted".

For checkout from an appointment, the logic is:

  • if the appointment has no selected client, the system does not open a sale and shows that you must add a client first;
  • if there is one client and no linked sale yet, the button is "Checkout" and opens a new sale;
  • if there is one client and a linked sale already exists, the button is "View checkout" and opens the existing sale;
  • if there is more than one client, the system shows the list of clients from that appointment and checkout continues only for the client you choose from that list.

In that list, each client row shows whether you will open a new "Checkout" with that client's amount, or "View checkout" when a sale already exists for that client.

What you can add to the sale​

Through "Add Items for sale" you can add:

  • a service;
  • a product;
  • a membership;
  • a personal membership;
  • a manually entered sale row.

Important:

  • if the sale comes from an appointment checkout, the system pre-fills the location, the client, and the rows from the selected appointment client's services;
  • for services and products, the system can also show linked consumables;
  • for memberships, the sale is the place from which the issued membership is later created.

For a group appointment, checkout works for one selected client at a time, not for all appointment clients at once. If that client has a selected price option, checkout uses that option's logic and amount for the sale rows.

If the client already has a suitable active membership for the service, the sale is also where the system can automatically apply that membership to the row. The detailed logic is in Issued memberships.

How the screen is organised​

Client​

The sale is tied to a specific client. Here you choose or confirm the client the sale belongs to.

Items​

Each row in the sale can be:

  • a service;
  • a product;
  • a membership;
  • a personal membership;
  • a manually entered row.

On the row, you may also see:

  • a linked appointment;
  • a linked product or membership;
  • an inventory location;
  • an associated employee;
  • consumables;
  • a discount;
  • tax.

Payments​

In the "Payments" section you see the already added payments and open a new one through "Make payment".

If online payments are active for the business, you can also use "Online payment links" from here.

Installment plan​

If the sale will not be paid at once, "Payment of installments" lets you configure:

  • start date;
  • end date;
  • number of installments;
  • individual due dates and amounts.

This is the same flow that is explained in more detail in Installments.

Sale details​

At the bottom of the sale, the system calculates:

  • "Subtotal";
  • "Consumables";
  • "Discounts";
  • "Tax";
  • "Tips";
  • "Total";
  • "Balance" or "Overpayment".

This is where you see how the final amount is formed before saving the sale.

How to work in the sale​

  1. Open "Sale".
  2. Choose a location if it is not already set.
  3. Choose the client.
  4. Add the required items.
  5. Review the rows, quantities, discounts, and tax logic.
  6. Add "Tips" if needed.
  7. Choose one of these outcomes:
    • save the sale;
    • add a payment;
    • prepare an installment plan;
    • send an online payment link.

If the sale was opened from an appointment, part of the data is already prepared and you usually do not start from an empty checkout.

What the save options mean​

  • "Save" is the normal save action for the sale.
  • "Save Part-Paid" is useful when there is already payment, but the balance is not covered in full.
  • "Save Unpaid" is for cases where you want to record the sale without immediate payment.

This matters because not every sale is fully closed at the same moment.

What you can do after the sale already exists​

For an existing sale, the screen menu also gives you:

  • "Activity log";
  • "Download receipt".

You can also:

  • add more payments;
  • continue working with installments;
  • delete or restore the sale according to your permissions.

What is not on this page​