Add a Sales Payment

How to add a new Payment for the Sale of a Product

Caro Syson avatar
Written by Caro Syson
Updated over a week ago
  • Add a new Sale Payment by clicking on the Plus button in the top right bar.

  • Alternatively use the Plus button on the Income Page.

  • When you add a payment it can be a payment for

    • a service

    • a sale

    • combined payment

    • or standalone payment.

  • Select Sales Payment under Choose Payment Type

  • In the Create Payment screen firstly choose your client from the drop-down or add a new client using the plus button.

  • Next Select the

    • Item from the dropdown menu that you want to create a sale for (it can be anything from services, products, packages or gift vouchers that show in the dropdown menu),

    • Quantity - enter in here if the sale is for more than 1 of the item

    • Amount - the amount you receive for the sale can be changed by entering in a lesser amount than the full sale amount that shows by default

    • Discount - these can be created in the account set up area and applied here

    • Date of sale - this will default to today's date but it can be adjusted by clicking on the calendar icon and choosing a new date

  • If you want to add more than one item to the sale, click on the green + button next to the title Sale Payment (if you want to remove a line then press the red minus button)

  • You can continue to add in as many items from the drop-down as required to build up the transaction before checkout.

  • On the right side of the Create Payment screen you will see all the detailed information about the sale you're creating.

  • When you have completed adding all the items to the sale, choose the payment method :

    • Cash

    • Bank transfer

    • Gift voucher

    • Paypal

    • Cheque

    • Card Payment will be shown here if you are connected to Stripe or Square

  • Press the Save button in the top right corner when you are finished.

Another way to create a Sale Payment is to add a payment from the Sales details screen

  • Firstly go on the Sales screen and click directly on the sale you want to pay to.

  • Once you are in the Sale details screen you can Add a Payment by clicking the button on the right top and then follow the same flow as above.

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