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Introduction

The Sales section is your centralised hub for all transactions—services, products, and payments. Quickly review sales history, add new sales, issue refunds, attach notes, and keep your sales organised.

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Key Features

  • Sales History Table: View all completed sales with essential details: sale number, client name, total, and sale date.
  • Add Sale: Easily record new sales.
  • View Sale Details: See complete information about any sale including items, payment, and notes.
  • Refunds: Process full or partial refunds directly from each sale.
  • CSV Export: Export your sales data to CSV for reporting and analysis.

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Step-by-Step Usage Instructions

  • Access the Sales section from the main sidebar to view a table of all recent transactions.
  • Use the search bar above the list to find sales by sale number
  • Click any row to open the sale details panel for further actions.

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Adding a New Sale

  1. Click the Add sale button above the sales table.
  2. The Add Sale side panel will open. Complete each section:
    • Client: Select an existing client or create a new one.
    • Products: Add products by selecting from dropdown lists and setting quantities.
    • Notes (optional): Enter notes for your team’s reference or reminders.
  3. Review sale details at the bottom. If everything is correct, click Pay to confirm and record the sale.

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Payment Methods

When recording a sale, select the payment method used:
  • Cash: Direct cash payment
  • Credit Card: Credit card payment

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Viewing Sale Details

  1. Click any sale row in the sales table to view the sale detail page.
  2. The sale details page shows:
    • Sale number
    • Client name
    • Sale date
    • Payment method
    • Items purchased (services and products)
    • Any refunds processed
    • Total amount
    • Notes
Note: Once a sale is created, it cannot be edited. If you need to correct an error, process a refund and create a new sale.

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Issuing Refunds

  1. Open the Sales from the side panel.
  2. Find the sale you wish to refund.
  3. Click the Toggle Menu (Three dots) and click Refund button.
  4. Enter the refund amount (partial or full) and select the refund reason.
  5. Confirm the refund.

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Adding or Viewing Sale Notes

  1. Open the Sales from the side panel.
  2. Find the sale you wish to refund.
  3. Click the Toggle Menu (Three dots) and click Add a note button.
  4. Type your notes.
With these tools, you’ll keep your sales organised, provide better client support, and make smarter decisions for your business!