Sales & POS

Record every transaction so your books, your stock and your reports stay in sync. There are two ways to record a sale: the standard Sales screen and the touch-friendly POS.

Sales screen vs. POS

• Sales screen — a form-style page. Good when you have time to enter customer details, discounts and notes.
• POS (Point of Sale) — a tile-based, touch-friendly screen. Good when you have a queue of customers and need speed. The POS works on tablets, phones, and computers with a touch screen — and on regular screens with a mouse.

Both create the same kind of sale record, so it doesn't matter which one you use.

Record a sale

1. Open Sales → New Sale.
2. Pick the customer (or leave blank for walk-in customers).
3. Add each item: search for the product or service, set the quantity, and check the price.
4. Apply a discount (amount or percentage) if needed.
5. Pick the payment method (Cash, Mobile Money, Card, Credit).
6. Click Save sale. The receipt opens, ready to print or share.

Run the POS

1. Open POS from the main menu.
2. Tap a product tile to add it to the cart. Tap again to add another, or tap the cart line to change quantity.
3. Add a service the same way from the Services tab.
4. Use the search bar at the top to find an item quickly.
5. When done, tap Pay, choose payment method, take cash and click Confirm.
6. The receipt prints automatically (if enabled in POS settings) or is offered for download / sharing.

Payment methods

Choose the method that matches how the customer paid:

• Cash — physical money handed over.
• Mobile Money — MTN MoMo, Airtel Money, M-Pesa.
• Card — Visa, Mastercard.
• Bank transfer — paid into your bank account.
• Credit — customer hasn't paid yet. The amount is added to their debt — see Debtors & Creditors.

Reports break down income by method so you can reconcile your cash drawer or mobile money statement at the end of the day.

Partial & credit sales

For a sale where the customer pays only part now and the rest later:

1. Build the cart as usual.
2. Click Pay.
3. Enter the amount paid (less than the total).
4. Pick a payment method for the paid portion.
5. Pick the customer — required for credit so we know who owes you.
6. Click Confirm. The unpaid balance becomes a debt against that customer.

Printing or sharing the receipt

After saving a sale, the receipt screen offers four actions:

• Print — sends to a connected receipt printer or your normal printer.
• Download PDF — saves a PDF you can attach anywhere.
• WhatsApp — opens WhatsApp with the receipt ready to send to the customer.
• Email — emails the receipt (only available if the customer has an email on file).

Service records

For service businesses (mechanics, salons, repair shops) the Service Records page is a richer alternative to a plain sale.

1. Open Service Records → New Record.
2. Pick the customer (or add a new one on the spot — name, phone).
3. Add each service performed and any parts used (parts deduct from stock).
4. Add notes about the job — useful when the customer comes back later.
5. Set the status: In progress if the work isn't done, Completed when ready for collection.
6. Take payment now or leave on credit. Save.

The customer's full service history is then available on their profile — every job, every part, every payment.

Refunds & corrections

If you make a mistake or need to refund:

1. Open Sales → History, find the sale.
2. Click Refund (full) or Edit (correction).
3. Confirm. Stock is added back, payment is reversed, and the original receipt is marked as refunded.

Sales history

Open Sales → History to see every sale recorded.

• Filter by date, branch, employee, customer or payment method.
• Click any sale to view the original receipt.
• Export the filtered view to PDF or Excel for accounting.