---
title: "Sales overview"
slug: "sales-overview"
updated: 2023-08-11T00:57:19Z
published: 2023-08-11T00:57:19Z
canonical: "support.bookingtimes.com/sales-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1665455504393.png)

## Create a new sale, refund or booking

### Steps

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

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1665455375944.png)

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](/v2/docs/creating-a-product-sale-1) 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](/v2/docs/creating-a-quote-1) 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](/v2/docs/processing-a-refund)
  - [Refunding a product sale](/v2/docs/refunding-a-product-sale)
  - [Processing a generic refund](/v2/docs/processing-a-generic-refund)
- **Shipment -** Track incoming physical products. Once the shipment is received the new inventory will be added to your online store.