Sales and checkout
Track sales and balances.
Create a sale from services, products, appointments, or memberships. Track payments and remaining balances.
Start 7-day trialSale: Items and totals
At a glance
What you can do
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
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
Follow payments and balances
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
Common questions
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