Creating a product sale

BookingTimes also lets you process a sale without a booking. This can which can be used for items such as:

• Prepaid vouchers

• Physical products

• Digital products/downloadable files

Typically the client themselves can purchase products themselves if you have you online store enabled (e.g. selling packages of driving lessons or massages etc) which will prompt them for immediate payment. This process allows you as the admin of the system, however, to create a sale instead for any of the products you have set up. You can then either email the invoice to the client for payment, or take payment immediately if they’re on the phone or in person.

Creating a product sale

Creating a sale can be done via the Sales menu as detailed below, or you can also go to the client profile and create a Sale directly from there via the New > Sale / Purchase drop down list, which will then pre-populate the client.

Steps

1. Navigate to the Sales menu

2. Select the Sales tab
   
   
   
   
   

3. Click New Sale (or via the red coloured New drop down on the tabbed menu)

4. Enter the sale details including: Sale Date, Sales Person, Client, Recipient, and optionally a Discount and Purchase Order.

   1. Note: usually the Client and Recipient are the same, however if it's for a client that is part of an organisation that will be paying then they would be set as follows: 

      1. Client = the organisation who will pay the invoice 

      2. Recipient = the person who is receiving the product

5. Click Add Products

6. Select a product. 

   1. You can search for a product in the search bar if required

   2. You may update the Sale Price here (if not covered by a discount code)

7. Click Update

   
   

   

8. You may save the invoice or take payment now

9. If no payment is taken immediate, then you can email it to the client by clicking on the Email Invoice link in the left hand menu.

Taking payment

Steps

1. Click Pay Now

2. Enter payment details in the payment types

3. Click Charge Card button (for Credit), or Save Payment button for other types

Cancelling a sale

Cancelling a sale which has not been paid for

Steps

1. You can cancel the sale by clicking Delete Product Sale on the sale screen

Cancelling a sale which has been paid for

Please see the Refunding a product sale article as a refund must be issued.