Add Sale from Client Page

Track wallet balances, issue store credits, and manage client loyalty rewards or points directly from their profile.

Add Sale from Client Page

Purpose: Quickly create a new sale directly from an individual client’s profile page.

  1. On the Clients Page
    Find the target client and click on the three-dot menu next to their row. add

    • or You can also find this option from the client details view add

  2. Choose “Add Sale”
    This will open the sales creation panel with the client’s details pre-filled. app

  3. Select Sale Items
    Choose from:

    • Appointments
    • Products
    • Services
    • Vouchers
    • Memberships
    • Gift Cards

  4. Add Items to Cart
    Apply any discounts or promo codes, if available.

  5. Select Payment Method
    Options include:

    • Full Payment → Paid
    • Partial Payment → Partially Paid
    • No Payment → Unpaid

  6. Complete the Sale
    Click Continue & Complete Payment or save the sale.

  7. Confirmation
    A success message will appear indicating the sale has been added successfully.

Tip for Front Desk or Sales Team:
Adding sales from the client’s page speeds up transactions, especially during upselling or walk-ins.

More questions about this

Q1. Can I edit the sale later?
Yes, sales can be edited or refunded from the Sales History tab.

Q2. What happens if I select no payment?
The sale will be saved as unpaid and can be paid later or tracked in receivables.

Add Sale from Client Page - Documentation