How do I charge a customer for a retail item?

Follow the instructions below to charge a customer for a retail item they are purchasing. Note: The item must first be created in the Retail Sale area of your software. 

1. Locate the Customer's account from Customers > All Customers or use the Search Customers bar.

2. Click the tenant's name to go into their profile. 

3. Click the Fees/Products tab.

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4. Select the product they are purchasing from the Add a product dropdown menu. 

 

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5. Confirm the details of the retail item and click Add product.  

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6. Click Save

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