The item must be created in the Retail Sale section of your software before it will appear in the list below.
Follow the steps below to charge a customer for a retail item such as a lock.
Find the customer's account by going to Customers or using the Search Bar.
Click the customer’s name to open their profile.
Click the Fees/Products tab at the top of their account.
Select the item they are buying from the Add a product dropdown menu.
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Review the product details. You can update the following fields if needed:
Product Name: You can change the name for this specific sale.
Amount: You can adjust the price if necessary.
Quantity: Enter the number of items they are buying.
Tax Rate: Select the correct tax rate from the dropdown. The subtotal will calculate automatically.
Click Add product.
Tip: You can add multiple different products here before moving to the next step.
Click Save at the bottom of the page.