Sometimes, you may have a client who is just purchasing items without having an appointment. You may enter their transaction as follows:
- Hover over Sales on the menu bar.
- Choose the Sales Register.
- Enter the client's name in the upper left of the screen.
- Add any products or services that the client is purchasing. Make any changes needed or apply discounts.
- Click the "Take Payment" button in the lower right hand corner of the screen.
- Enter Tips, if desired.
- On the Take Payment Panel, select the type of payment that the client will be using.
- Enter the amount and select "Add Payment".
- For credit card processing instructions, please refer to the "Credit Card Processing" guide if you are using Envision Cloud's integrated credit card processing.
- Click the "Cash Out" button to complete and save the transaction.
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