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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 sell a voucher;
  • you load value into the client wallet;
  • 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 client profile, Memberships tab, through "Sell membership";
  • from "Membership plans" through "Sell" on a specific plan;
  • from "Issued memberships" through "Sell membership";
  • from the appointment view through "Checkout" or "View checkout";
  • from the Check-in details screen through "Create sale" or "Open sale";
  • 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 voucher;
  • a client wallet top-up;
  • 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;
  • if the sale is started from a check-in, the system keeps the link to that check-in and can prefill the entry and stay charges;
  • for services and products, the system can also show linked consumables;
  • for vouchers, the sale is the place from which the voucher code is later issued;
  • for client wallet top-up, a client must be selected first and the amount is loaded immediately after the sale is saved.

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. This also applies when the membership is shared with the selected client. If you want to use a different available membership, edit the row and switch it manually. The detailed logic is in Issued memberships.

Memberships in Sale​

From the "Memberships" tab in "Add Items for sale", you can:

  • select an existing membership plan;
  • use "Create personal membership".

The exact steps for both flows are in Selling 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 voucher;
  • a client wallet top-up;
  • a manually entered row.

On the row, you may also see:

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

Rows generated from a check-in​

When the sale is linked to a Check-in, it can also include special rows:

  • "Check-in fee": the fee for the entry itself;
  • "Check-in time": the stay charge based on the configured billing duration.

These rows are still part of the normal sale, but they keep a link to the exact check-in. From the row itself, you can open the linked check-in record.

Payments​

In the sale you see the payments already added, and you start a new payment from the "Payments" button: in the panel under "Pay with" you choose a payment method. If the remaining amount is paid with the default method, "Quick pay" adds the payment with one tap. Details: How to add a payment to a sale.

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

If the sale already has a selected client with available balance, you can also use that balance as part of the payment.

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.

After the plan is created, Plan actions lets you regenerate it evenly between start and end date, monthly on the start date day, every 30 days, or remove the plan. The detailed flow is 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";
  • "Download installment plan" when the sale has a saved installment plan.

You can also:

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

What the receipt contains​

"Download receipt" produces a PDF with the business and client details, the sold rows, and the amounts — net, discount, tax, tip, and total. Below them:

  • "Paid amount" and "Remaining amount". If the client paid more, "Overpaid amount" is shown instead of the remaining amount. For a refunded or voided sale, that place holds "Status" with the value "Sale refunded" or "Sale voided";
  • a "Payments" section with the columns "Paid at", "Payment method", and "Amount". Adjustments carry a "Status" label of "Voided", "Refunded", or "Tax base reduction";
  • an "Installments" section with "Due date", "Amount", "Paid amount", "Remaining amount", and "Status", when the sale has an installment plan.

If the sale has no payments or no installments, that section is not shown. On a receipt without prices, both sections are hidden as well.

The installment-plan PDF includes sale, client, period, installment count, and rows with due dates, amounts, paid amount, and remaining balance. If the sale has no installment plan, there is nothing to download and the system shows that the sale does not have an installment plan.

What is not on this page​

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