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Creating a Sale

Steps​

  1. Go to Sales in the sidebar
  2. Click New Sale
  3. Fill in the sale details
  4. Record payment (or leave as Pending)
  5. Click Save

Sale details​

Customer​

  • Select an existing member from the dropdown, or
  • Leave blank for a walk-in (cash) customer

Date​

Defaults to today. Change if you're recording a past sale.

Items​

Add the products being sold:

  1. Click Add Item
  2. Search and select a product
  3. Set the quantity
  4. The unit price auto-fills from the product catalogue — you can override it
  5. Apply an item-level discount if needed (Flat ₹ or Percentage %)
  6. Set the tax rate if applicable (GST %)

Repeat for each product in the sale.

Totals breakdown​

The right panel shows:

  • Subtotal — sum of all items before tax
  • Total Tax — CGST + SGST
  • Grand Total — what the customer owes

Recording payment​

Full payment​

Enter the Grand Total in the Amount Paid field (or click Fill full amount). Select payment method and bank/cash account. Status becomes Paid.

Partial payment​

Enter a partial amount. The remaining balance shows in orange. Status becomes Partial — collect the rest later from Dues.

No payment (Pending)​

Leave the Amount Paid field empty. A message shows: "No payment entered — will be saved as Pending." Full amount shows as a due.

After saving​

  • The sale appears in the Sales list with its payment status
  • If linked to a member, it appears in their profile under the Sales tab
  • Click Invoice to view and print the invoice
tip

You can edit a sale after saving as long as no payment has been reversed. Open the sale → click Edit.