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 for the day. It is created automatically when an appointment is opened; you track debt and status from the list.
Last updated: 3 Ağustos 2026
A sales card is the account card that collects a customer's services and products at your business. Service lines, product sales, discounts and payments come together on this card; your payment tracking runs from here.
How is a sales card created?
Automatically (the main route): when you create an appointment, the system looks for that customer's open sales card for the same day; if there is one it adds the appointment to it, if not it opens a new sales card.
Manually: for a customer who arrives without an appointment, or for a direct product sale, you use the "New Sales Card" button on the Sales Cards page.
Table columns
Date: the day and time the sales card was opened.
Customer: name, phone and tags if there are any.
Staff: the staff member who opened the sales card or delivered the service.
Services: the services and products on the sales card.
Total: the grand total after the discount.
Paid: the amount collected so far.
Remaining: the outstanding debt. If there is no debt a green "Paid" badge appears in this column, otherwise an "In Debt" badge.
Status: the operational status of the sales card (Undefined, Pending, Arrived, Completed, Cancelled, No-show).
Quick filters
Debtors: sales cards whose payment is not complete.
Today: sales cards opened today.
Currently In: customers whose service is still in progress and who are still at the business.
Advanced filters
Filters opens the following options: Date Range (All, Yesterday, Today, Tomorrow, This Week, This Month, Last Month, Last 3 Months, Custom), Status (multi-select), Sorting (Newest, Oldest, Highest Amount, Most Debt), Debt Status (All, Debtors, No Debt) and a Min/Max Amount range.
When you close the till at the end of the day, use the "Debtors" quick filter: you see every sales card that was not collected that day in a single list and can complete the payments.
Clicking anywhere on a row opens the sales card's own page.
On mobile, open the Sales Cards tab from the bottom menu. Sales cards arrive as a card list; the Debtors, Today and Currently In quick filters and the filter panel are the same as on the web.
You cannot create a new sales card on mobile. Sales cards are created automatically when an appointment is opened; use the web panel to open one manually.