Add sales

In the New Sale screen, you can enter information about sales you make to your customers.

  1. Do one of the following.

    • In the Sales screen, click New Sale.
    • In the Customers screen, click New Sale for the applicable customer.
    • In the customer activity screen, click New Sale.
  2. Enter the required information.

    Note: If the customer, product, or service you want to select is not in the list, click Add to enter the customer, product, or service. When finished, click Save.

  3. Optional: Make this a recurring sale.
  4. Optional: For payments you can do the following.

    • If you received an amount toward the sale, click Payments, and enter information to apply the payment.
    • If you received payment in full, mark the Make Paid In Full checkbox to have the application complete the Date Paid and Payment fields in the Payments section.

      Notes

      • If you mark the Make Paid In Full checkbox, the following occurs.
        • The amount entered in the Payment field will be the amount needed to close the invoice open balance. You cannot change this amount unless you clear the Make Paid In Full checkbox.
        • The application creates a payment that closes any open balance on the invoice.
      • When an invoice is fully paid, the application automatically marks the Make Paid In Full checkbox when you save the invoice, even if you did not mark this checkbox. This allows you to easily see that the invoice is fully paid and closed when you view the invoice.
      • If you mark the Make Paid In Full checkbox and then realize you need to change the amount (for example, if you need to enter two types of payments), you can clear the checkbox. The application-created payment will remain, but you can then change the amount and, if needed, add another payment.
  5. Optional: If you need a duplicate copy of the invoice or an invoice with similar terms, click the Copy button to create a copy of the information as an additional invoice, and then change the information, such as customer, date or due date, service, or sales tax rate, if necessary.

    You will see the duplicate invoice in the Sales screen.

  6. Click Save & Send to send the invoice to your customer, or click Save & Close to close this screen and send the invoice later.

    Notes

    • If you have set up online payments with Stripe, OnBalance will generate the invoice with a link for your customer to securely and easily pay the balance due online. After a successful customer payment, Stripe automatically creates the payment in OnBalance.
    • If the customer has unapplied payments or credit memos on their account when you save the new sale, OnBalance will prompt you to apply those payments to the sale. Do one of the following.

      • If you want to apply some or all of the payments to this sale, click Continue, and OnBalance will automatically apply the oldest payment or credit memo first.
      • If you do not want to apply the payments to this sale, click Cancel to return to the current sale.
  1. Do one of the following.

    • Tap Sales >
    • Tap More > Customers > customer name > New Sale.
  2. Enter the required information.
  3. Optional: Tap Send Invoice on Save to send the invoice once you tap Save.
  4. Tap Preview Invoice to look at the invoice before you send it.
  5. Tap Save.
  1. Do one of the following.

    • Tap Sales >
    • Tap More > Customers > customer name > New Sale.
  2. Enter the required information.
  3. Optional: Tap Send Invoice on Save to send the invoice once you tap Save.
  4. Tap

The availability of some or all of these features depends on your OnBalance bundle.


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