Create a sale

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

Create a 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.

The receipt window after a sale

When you complete a sale, the receipt window opens with the total and a summary of the sale. Choose how to give the receipt:

• Print: prints the receipt. The button is active when a Bluetooth or USB thermal printer is connected.
• Share: shares the receipt as an image to another app.
• Email: emails the receipt to the customer selected for this sale.
• Telegram and WhatsApp: send the receipt through that app.
• Link: shares a link to the web receipt.

Tap View receipt to see the receipt, or New sale to serve the next customer.

Fees

• 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

• 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.

Related pages

• Transactions - history of sale you have made.
• Customers - manage your customers
• Payment Methods
• Items - manage your items for sale