Sales

General

• About Sales

Sales and payments

• Exporting internal notes on work orders
• Exporting internal notes on sales and refunds
• Making a sale
• Paying for a sale with a credit account
• Removing sales tax from a sale
• Leaving receipt notes and internal notes

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Refunds, exchanges and voids

• Refunding and exchanging
• Refunding a sale to a customer account
• Voiding a sale

Credit Accounts

• Managing credit accounts

Gift cards

• Understanding gift cards
• Accepting gift cards
• Selling and recharging gift cards
• Refunding gift cards
• Viewing gift card balances
• Recycling gift cards

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Quotes, layaways and special orders

• Creating a quote
• Creating a layaway
• Creating a special order
• Checking the status of a special order

Work orders

• Creating work orders
• Adding images to work orders
• Completing work orders
• Creating custom work order statuses