In the menu item 'Financials' you can find the index tab 'Selling'.
a) Selling to an existing client
You can enter the client’s name in the search bar. The sold service is then automatically assigned to the selected client (e.g. 10 block card).
b) Selling to a Walk-In Client
You are selling a product to a 'Walk-In client' (e.g. an Yogitea), i.e. a guest, who is not yet registered in your system.
Next you can choose the products you want to sell. Here we distinguish between services (Block tickets, time tickets, etc.) and articles (coffee, yogamats, etc.). If you want to learn more about how to sell a voucher - click here
All services and articles created in the product management can be sold. Just click on the desired product and choose the payment method
To complete the selling, choose one of the following options:
- Receipt: A window is going to open up so you can print the Receipt
- PDF: You can open and print the invoice in DIN A4 format
- E-Mail: You can send the invoice to your Client via Mail
- Without: The process is going to be completed without a print
Important: It doesn’t matter which button you choose, the invoice will always be created, even if you don’t print it.