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  3. How do I record a sale?

Orders and sales

How do I record a sale?

Short answer

In Orders choose Record a sale, add products and quantities, pick a walk-in, existing or new customer, set the date, payment and fulfillment status, and save.

Steps

  1. 1Step 1: Open Orders and choose Record a sale.
  2. 2Step 2: Search and add products, set quantities.
  3. 3Step 3: Choose Walk-in, Existing or New customer.
  4. 4Step 4: Set the date, payment and fulfillment, then Record sale.

Category: Orders and sales · Last updated 25 September 2026

Related questions

  • Why can’t I record a sale with a future date?
  • Can I change an order after it is created?
  • How do orders get created from quotes?
  • How does a sale affect analytics?
  • Where do I see my orders?
  • Why was my order import rejected as being in the future?

More in Orders and sales

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