Sales Cards
Recording services and products, collecting payments and closing the visit.
What a sales card is, how it is created and how to use the list
A sales card is the account card that collects a customer's services and products. It opens on its own with an appointment or a product sale, or you open one by hand; you track debt and status from the list.
Sales card detail: services, products, discounts and payments
Manage the sales card status and see the customer's notes; add services and products, deduct from a package, apply a discount, record payments and receivables; complete the follow-up with tags, documents and a review link.
Making a product sale and the Sales page
Record a retail product sale; set the stock, discount and VAT details, then take the payment from the sales card the sale is written to. Follow the sales breakdown on the Sales page.