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Create a Sale

This page explains how to create Sales, record payments, print or share receipts, and review transaction history.

Create a Sale​

Create Sale
  1. Open the Sale screen.
  2. Add items to the sale:
    • Search by name, SKU, or scan a barcode.
    • Enter the quantity (and choose a variant if applicable).
  3. Tap the Bag icon button (price summary) to open the sale summary.
  4. In the summary you can:
    • Select or create a Customer (optional).
    • Edit line items (change quantity, or remove an item).
    • Add fees and deductions for the sale.
    • Add notes for this sale.
  5. Choose payment method:
    • Cash — enter the amount received; the app can calculate change.
    • Other Payment Method — or use other payment method you have.
  6. Complete the sale. The sale is saved in transactions history and a receipt is generated.

Receipt popup — print, share, email​

Sale Popup
  • After completing a sale, a receipt popup appears with options to Print, Share and Email.
  • Print: this button will be available if you have a paired Bluetooth printer connected and will print the receipt for the sale.
  • Share: share the receipt as an image to other platforms.
  • Email: if a customer with an email was selected for this sale, you can email the receipt to them.

Fees​

Sale Fee
  • Fees are additional charges applied to the whole sale (for example: service charge, delivery fee, packaging fee).
  • Fees behave like taxes at the sale level: they can be a percentage or a fixed amount depending on your configuration.
  • You can create, edit, or delete fee items in Catalog > Fees. Once configured, select one or more fees when completing a sale.
  • Multiple fees may be applied to the same sale (they stack), and you can modify or remove them in the sale summary before completing the sale.

Deductions​

Sale Deduction
  • Deductions are sale-level discounts (for example: order-level discount, promotional deduction).
  • Deductions work like item discounts but apply to the whole sale. They can be a percentage or a fixed amount.
  • You can create, edit, or delete deduction options in Catalog > Deductions. After creating them, select one or more deductions in the sale summary.
  • Multiple deductions may be applied; the system will apply them in the order you select (confirm behavior in your app settings).

Tips and best practices​

  • For high-volume environments, use barcode scanning to speed checkout.