Finalize sales options
1. Draft & quotation
This is useful if you want to create a quotation before sales.
Marking a sale as Draft or Quotations will not deduct the available stock.
You can view all Quotations & Drafts from List Quotation or List Draft respectively. The existing draft/Quotation can be edited to make it a final sale.
Convert draft/quotation to sale invoice
To convert a draft/quotation to a sale invoice, follow the steps below
Go to List draft / List quotation. Click on the action button.
Select edit in the dropdown.
Change the status from draft/Quotation to Final and save it.
Copy quotation
Quotations can be copied or duplicated.
Go to Sale > List Quotations > Actions > Copy Quotation
2. Suspended sales
Suspend Sales means unfinished sale or hold Sale.
Suspended sales stock gets deducted from available stock.
You can view all suspended sales by clicking on the Yellow Color button present at the very top right of the screen (above the date).
3. Credit sales
To sell on credit to the customer you first need to enable this button by going to
Settings -> Business Settings -> POS -> Show Credit Sale ButtonThen on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit.
4. Card
Used when the customer wants to pay the complete invoice by card.
5. Multiple payments
It is used when the customer wants to pay with different payment methods like some amount by card, some by cash, and some other payment methods.
This option is also used when the customer doesn’t pay the exact tender amount and you need to calculate the Return Change.
Suppose the invoice amount is Rs.1000, the customer pays Rs.700 cash and Rs.300 is credit amount on him, then follow these steps:
Click on the multiple pay button
Select the payment method and enter the amount paid by the customer. (Rs.700 in our example)
Click finalize payment.
Now, the pending amount is automatically added as a credit amount on him (or an amount to be taken from the customer)
6. Cash
Used when the customer pays the exact amount of the invoice in cash.
If the customer pays less or more amount than the invoice amount use Multiple Pay to get a change return.
7. Cancel sales
To cancel the sales click on the cancel button.
Cancel invoices are not saved in the system, so no stock will be deducted.
To finalize the invoice click on Finalize – Add the payment options and save it.
On save it will display an invoice printing option.
The list of sales can be viewed from Sell -> List Sales.
The list of drafts can be viewed from Sell -> Drafts.
Both Sell & Drafts can be edited to make any changes.
Note:
For an invoice to print correctly – The Margins options should be set to “Default”.
8. Express checkout
Express Checkout means the sale will be marked as paid and the payment method will be cash.
No separate payment screen will be displayed.
Printing of invoices depends on the business location settings.
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