Knowledgebase Sales and invoices How to Generate Sales

How to Generate Sales

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How to Generate Sales

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Ubong

Uploaded on 2024-08-15 10:34:47

Step 1: Select Generate Sales on the menu option on the sidebar of your SelPay dashboard. OR Click on Sales then select "Generate Sales" at the top right-hand corner of the screen



Step 2: By Default the customer is a walk-in customer or you can change it by clicking change, then select the customer from the dropdown or add a new customer 



Step 3: Complete all the necessary information; scan the bar code, add products etc.


Step 4: Click on Create to generate the receipts. The receipts can be printed or sent to the customer. You can also save as draft and return to it when the customer is ready to complete the transaction.



P.S. - The receipts can be sent to the customer via email, SMS or WhatsApp by clicking on "Send Receipt to Customer".