How do I charge for a retail item?

Follow the steps below to charge a customer for a retail item such as a lock.

1. Log into your account.

2. Click Customers.

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3. Locate and click on the customer that is purchasing the item.

4. Click Fees/Products at the top of the customer account

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5. Select a product using the drop down menu next to Add a Product.

6. Fill in the product name, amount, tax, quantity, and add any notes. It doesn't have to be named the same as the one you selected in the drop down.

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If you charge tax, select the tax rate from the Tax Rate dropdown menu.

The subtotal will be calculated automatically and cannot be changed.

6. Click Add Product. You can add more than one product at the same time (before saving), if you would like.

7. Click Save

 

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