Create a sale

Who can do this: Staff with sales access
Where to find it: Sales

Create a sale for a client and take payment.

Before you start

• The client must exist in Contacts. A client is required on every sale.

Steps

1. Go to Sales and select New Sale.
2. Choose the client.

3. Select Add Service or Add Product to add items.
4. Check the subtotal, then select Go To Payments.

Result

You move to checkout to take payment.