Sales card detail: services, products, discounts and payments

The sales card detail is the page where you manage the customer's account. The customer information and the staff member who created the sales card are at the top, quick actions at the top right, the service and product blocks in the middle, and the account summary and the payments on the right.

Status and notes

You update the stage of the sales card from the Status menu at the top: Undefined, Pending, Arrived, Completed, Cancelled, No-show. In the note field just below it you can write a description specific to this sales card.

Services

• "Add Service" adds a new service to the sales card; every line shows the staff member, the duration, the price and whether it is online or in person.

• If the customer has a suitable package, you can deduct the credit from the package with the package icon on the line; the deducted line gets a "DEDUCTED FROM PACKAGE" badge and the amount drops to zero.

• You refund a credit that was deducted by mistake from the same icon with "Undo Usage".

• You can change the staff member, the date or the time on a service line; if there is a conflict the system warns you and you can still save if you want.

Product sales

The "Add Product" button adds a retail product sale to the sales card. Added products are deducted from stock; you can edit a line with the pencil icon or remove it with the bin icon (the stock is returned).

Discount

The discount is applied from its own card next to the account summary. You pick Percentage (%) or Amount (₺), enter the value and, if you want, a note, then save. The discount is reflected in the grand total.

Payments and receivables

1. 1

   Add a payment

   Use the button in the Payments section to enter the amount, the payment method and the date. If you turn on the "Receivable Record" switch, the payment is recorded as a debt with a due date and appears on the line with a "Receivable" badge.

2. 2

   Track the debt

   The Remaining Debt line in the account summary is yellow while there is debt and turns green once the debt is cleared. Overdue receivables show a "Payment is late" warning.

Other actions

• Appointment Tags: assign a tag to the sales card so you can filter and report on it later (the tag is given to the whole sales card).

• Review Link: create a review link for the customer and send it.

• Documents: upload the customer's documents and photos through the sales card.

• Send to Ödeal POS: if you have the Ödeal physical POS integration, you can send the amount straight to the device and wait for the payment live.

• Bulk approve/cancel: if the sales card belongs to an online reservation group, you can approve or cancel all of its appointments at once.

Deleting a sales card

An empty sales card is deleted with a single confirmation. If it contains a service, a product sale or a payment, the system shows a breakdown of what will be deleted and asks for your confirmation:

• the number of appointment and service records that will be deleted,

• the number of package credits that will be refunded to the customer (including the reserved ones),

• the payments that will be deleted and their total amount,

• the product sales that will be deleted and the quantity that will go back into stock.

Once you confirm, the sales card is left as if it had never been created: appointments and services are removed, package credits are refunded unconditionally (the cancellation window is not applied), payments are deleted and products go back into stock. It all happens in a single operation — a half-finished delete never leaves a record whose credit was refunded but whose appointment is still standing.