New Sale

1. New Sale

   Create a sale for a customer by picking services, prices and how it is paid. The summary on the right updates as you go. This tour walks through the form from top to bottom.

2. Customer and currency

   Search and select the customer; their preferred currency is applied automatically, and you can change the currency if needed. A customer is required.

3. Line items

   Add one line for each thing you sell. Each line shows its total and a Recurring tag for subscription services. Add line creates another line; the bin removes one.

4. A line item

   Narrow by product group, pick the service (price and tax rate fill in automatically) and, for products with plans, the plan. Adjust quantity, unit price, description, domain name and tax rate; e-mail services also ask for the primary mailbox address.

5. Discount and tax

   Enter an optional coupon code or a manual discount amount, and choose whether prices already include tax or tax is added on top.

6. Note

   An optional note stored with the sale.

7. Summary

   Shows the customer, each line, the subtotal, discount, tax and total, calculated the same way as the final invoice.

8. Payment and notification

   Create an unpaid invoice, record the payment as already received (bank transfer, cash or card), make it free of charge, or activate it without an upfront invoice so the first invoice comes at renewal. Tick the box to notify the customer.

9. Create Sale

   Creates the sale once a customer and at least one line are set. Recurring items renew automatically at the end of each period.