Sales and checkout
Know what sold and what is still owed
Build a sale from appointments, services, products, or memberships; then review its payment status and remaining balance in the sales register.
Get startedSale: Items and totals
What stays in reach
The essentials for this part of the work.
Configured in-person and online payment paths
Sales register with status and balance
Payment and activity history on each sale
From work to checkout
Build the sale from what the customer received
Start a sale from the calendar and add the work or items being sold. Checkout presents the payment methods configured for the business; online checkout appears when its provider is ready.
- Appointment or walk-in sale
- Catalog items
- Taxes and total
- Available payment options
After checkout
Keep follow-up tied to the sale
The register shows each sale's status and outstanding balance. Open a sale to review its items, payment timeline, and recorded activity, or collect an unpaid balance when permitted.
- Search and filter
- Outstanding balance
- Payment history
- Collect a balance
Questions about this feature
Direct answers before you add this process to the day.
Can I record a partial payment?
Yes. A permitted team member can collect less than the full outstanding balance; the sale remains part paid until the balance is cleared.
Does every business have online checkout?
No. Online checkout appears only when an eligible business has completed the required payment-provider setup. Configured in-person methods can still be used to record payments.
Sales and checkout
Bring the next step into one workspace.
Open your business account and keep this work connected to the rest of the day.