Last updated on April 07, 2026

New Product Sale

Product Only Sale

The Product Only Sale page is accessible from the Sales section in the left-hand navigation sidebar, under the Product Only tab. It allows staff to sell individual products without associating the sale with a contract.

The top of the page displays a summary bar showing the current cart item count and running total.

Product Selection

The main panel displays all available products as clickable buttons in a grid. A Search for Item bar at the top right allows staff to quickly find a product by name.

Products are color-coded by availability:

• Dark (navy) buttons – Active and available for sale.
• Gray buttons – Inactive or unavailable and cannot be selected.

Select a product and click Add To Cart to add it to the sale. Multiple products can be added before proceeding to checkout.

Items in Cart

After adding products, an Items in Cart panel appears below the product grid, showing the current item count and running total. It contains the following columns:

Promo Codes

Enter a promotional discount code in the Promo Codes panel and click Apply to apply it to the cart total.

Checkout

The Checkout panel summarises the current sale:

• Total Items – Number of items in the cart.
• Total – Combined price of all items.
• Total Due – Final amount due after any discounts or promo codes.

Two buttons are available:

• Cancel – Clears the sale and returns to product selection.
• Checkout – Proceeds to the payment section.

Payment

After clicking Checkout, the payment section appears below the cart. It includes a Sold By field and a Date field (defaulting to today's date).

Payment Method

Select a payment method from the left panel. The right panel updates with the relevant input fields. Available methods are:

• Cash
• Check
• Gift Certificate
• Offline Credit Card
• One-Time Credit Card
• One-Time ACH Account
• Terminal

Payment Totals

Notes

A free-text Notes field allows staff to add comments to the invoice. A Hide Note toggle can show or hide the field.

Actions

• Cancel – Cancels the transaction and returns to product selection.
• Save Invoice – Saves the invoice as unpaid. It can be retrieved later via its Invoice ID in the Billing section under Manage Invoices.
• Pay Invoice – Processes payment using the selected method.

Payment Confirmation

After a successful payment, a green banner confirms that the payment was successful and the sale and invoice have been saved. The following sections then appear:

Actions

• Cancel – Closes the current transaction view.
• New Sale – Starts a new Product Only Sale.
• Save Invoice – Saves any further changes to the invoice.
• Pay Invoice – Allows an additional payment if a balance remains.

Sales Receipt

The Sales Receipt panel logs all payment transactions for the invoice:

Summary lines show Total Paid To Date and Balance Due. The toolbar provides options to reverse a payment, transfer, email (Send Invoice Email), or print the receipt.

Two additional actions are available:

• Refund Item – Opens the Refund Item dialog (see below).
• Exchange Item – Opens the Exchange Item workflow (see below).

Payment Schedule

The Payment Schedule panel displays scheduled future installment payments. If a member wishes to pay in installments, click Save Invoice first, then use Edit Payments to set up the schedule.

Clicking Edit Payments opens the Edit Payment Schedule panel. A template dropdown allows staff to apply a pre-configured schedule, which automatically generates installment rows. Each row includes an editable Due Date, Payment Due amount, and Split (toggle between $ and %). Rows can be deleted individually, or new ones added with the + icon.

Bottom actions:

• Cancel – Discards changes.
• Balance – Distributes any remaining balance across installments.
• Equal Balance – Splits the total equally across all rows.
• Save – Saves the schedule. A green banner confirms the update.

Once saved, the Payment Schedule panel displays the installments with columns for Due Date, Split, Payment Due, Paid, Balance Due, and Status (e.g., Scheduled).

Refund Item

Clicking Refund Item opens a two-step dialog.

Step 1 – Refund Totals and Type

The original invoice items are displayed in a table. Set the Count field to the number of units to refund (required), then select a refund option:

• Item – Refunds the item only.
• Payment – Refunds the payment only.
• Item and Payment – Refunds both the item and payment.

A Refund Payment Without Sending to Merchant checkbox is available when processing a payment refund. When checked, the refund is recorded in the system without sending the reversal to the payment processor.

Summary fields show Total Paid to Principal, Balance Due, and the calculated Refund Amount. Click Next to proceed or Cancel to exit.

Step 2 – Refund Method Type

Select the method through which the refund will be issued and complete any required fields. Available methods mirror those on the payment screen. Click Refund to process, Previous to go back, or Cancel to exit.

Exchange Item

Clicking Exchange Item opens the exchange workflow, displayed as Exchange Invoice [Invoice Number]. The original item is shown at the top — set the Count field to the number of units being exchanged.

The full product grid is displayed below. Select a replacement product and click Add To Cart. The selected product will appear grayed out in the grid once added. The Items in Cart, Promo Codes, and Checkout panels function the same as in a standard sale, except the final button reads Process instead of Checkout. Clicking Process completes the exchange, removing the original item and replacing it with the new one.