Sales overview

The Sales area is where you can search for a sale and also process sales and refunds, create payment plans, bookings and course bookings, quotes and manage expenses. 

Search for a sale

Steps

1. Navigate to the Sales menu
2. On this Search tab you are able to search for sales records by entering the invoice number in the search bar

Create a new sale, refund or booking

Steps

1. Navigate to Sales menu and click New and select your required sales type,

The sales types are described briefly below:

• Booking - Booking for a service. This option will take you to the Bookings page.
• Course Booking - Booking for a course/class. This option will take you to the Courses page.
• Sale / Purchase - Create a new product sale. See Creating a product sale article.
• Quote - Create a quote for services or products and email it. This quote can be turned into an invoice if it is accepted. See Creating a quote article.
• Expense - Track business expenses. These will show as a deduction on your income report.
• Refund - Refund a product sale or booking. See the following articles to ensure refunds are handled accurately:
  • Refunding a booking/course
  • Refunding a product sale
  • Processing a generic refund
• Shipment - Track incoming physical products. Once the shipment is received the new inventory will be added to your online store.