Edit a sale

Change the assigned staff or update sale details post-creation.

Edit Sale

Purpose: Change the assigned staff or update sale details post-creation.

  1. From Sales page, click on a Sale ID.

  2. In the detail panel, click ⋮ > Edit Sale. edit

  3. Update: edit

  • Assigned staff
  • Tip amount
  • Payment info
  1. Click Save Changes to apply the updates.

Tip for First-Time Users:
Editing a sale ensures staff and payment details are accurate for reports and financial tracking.

More questions about this

Q1. Can I change the payment method after editing? Yes, you can update the payment info along with staff or tips.

Q2. Will clients be notified when I edit the sale? No, editing a sale is an internal action. Clients are not notified.


Edit a sale - Documentation