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Quick Sales

Quick Sales let you complete fast transactions without creating quotes or work orders. Perfect for walk-in customers buying products off the shelf.

Overview

Use Quick Sales when you need to:

  • Sell products to a walk-in customer
  • Complete a transaction quickly without scheduling work
  • Process simple purchases that don't need installation

The workflow is simple: add items, take payment, done.

Creating a Quick Sale

  1. Click Sales in the sidebar, then Quick Sales
  2. Click the New Quick Sale button

Quick Sales list page

  1. Select a Customer from the dropdown (or click Add new customer to create one)
  2. Choose the Location for this sale
  3. Add optional Notes if needed

New Quick Sale form

Adding Items

  1. Click Add Line Item to add a product
  2. Select a product from the dropdown - the price and description auto-fill
  3. Adjust the Quantity if needed
  4. Repeat to add more items

Quick Sale form with line items

Custom Items

Don't see the item you need? Leave the product blank and type a custom description and price.

The totals at the bottom update automatically as you add items.

Recording Payment

After clicking Create Sale, you'll see the payment screen.

  1. The Balance Due shows how much the customer owes
  2. The Amount field defaults to the full balance
  3. Select a Payment Method: Cash, Credit, Debit, or Check
  4. For checks, enter the check number in Reference
  5. Click Record Payment

Quick Sale payment screen

Partial Payments

Need to split payment across multiple methods?

  1. Enter the partial amount (less than the full balance)
  2. Select the payment method and click Record Payment
  3. The balance updates to show the remaining amount
  4. Record additional payments until the balance is zero

Each payment appears in the Payments section with the time and method.

After Payment

Once fully paid:

  • The sale shows a Paid status
  • Click Print Receipt to print for the customer
  • The sale appears in the Paid filter on the Quick Sales list

Completed Quick Sale

Editing a Sale

You can edit unpaid sales:

  1. Open the sale and click Edit Sale
  2. Modify the customer, items, or notes
  3. Click Update Sale to save changes

Paid Sales

Once a sale is fully paid, it cannot be edited.

Tips

  • Speed up checkout - Set up frequently sold items as products for quick selection
  • Track everything - Add notes for special circumstances or customer requests
  • Multiple payments - Accept different payment types on the same sale (e.g., part cash, part card)