Sale or invoice?
With the renewed register, some of the terminology has changed. What used to be called an invoice in the register is really just a sale: a record of what a customer purchased and paid for. That is why it is now called a sale, and after a payment a receipt is created automatically.
A real invoice still exists, but it is now a separate, formal document that you deliberately issue via Issue invoice when a customer or business asks for one. In short: what you used to find as an "invoice", you now find as a sale.
On this page you'll read how to view and adjust a sale. The following topics are covered:
Viewing a sale
Seeing the receipt or invoice
Editing a sale (items and payment method)
Linking a sale to multiple employees
Canceling a sale
Viewing a sale
You can view sales in two ways:
Via Register > Sales — an overview of all sales.
Via a customer profile > Sales — an overview of that customer's sales.
Click the relevant row to open the sale. A screen appears with the sale details: the customer, the date, the employee(s), the number, the items, the payments and the related documents.
Tip: there is a search bar in the top right of the overview to quickly find the right sale.
Seeing the receipt or invoice
In the details screen, click View Invoices & Receipts. You jump to the Documents section, where all documents of the sale are listed and can be opened, printed or downloaded as a PDF:
a receipt — created automatically with every payment;
an invoice — if you issued one via Issue invoice;
a correction receipt or credit invoice — if the sale was edited or credited.
Do you still have an old "Classic" invoice from before the renewed register? Then you will see the View PDF button on that sale instead of the documents list.
Editing a sale
You can adjust a sale, for example to change the items or the payment method.
Please note: because you are adjusting an already completed sale, this counts as a correction. Salonized therefore automatically creates a correction document (a correction receipt or, if there is an invoice, a credit invoice). Do you work with the cash-up? Then you can only edit a sale as long as the cash-up it belongs to is still open. Sales in a closed cash-up can no longer be adjusted.
How to edit a sale:
Go to the Register or to a customer profile and open the Sales tab.
Find the relevant sale and click it to open the details.
Click Edit sale. You return to the register with the sale loaded.
Confirm the warning that you are changing an existing sale.
Adjust the sale (see below).
Click Checkout and then Complete sale.
Adjusting the items
Open the sale and click Edit sale.
Remove items via the three dots to the right of the item and choose Delete.
Add new items on the left.
Click Checkout.
Did the amount change? Then select a payment method for the difference (or return the amount overpaid).
Click Complete sale.
Changing the payment method
In the details screen the payments are for viewing only. Want to change the payment method? You do that via Edit sale:
Open the sale and click Edit sale.
Adjust the payment in the register: remove the existing payment method and select the correct one.
Click Complete sale.
Do you work with the cash-up? Then this is only possible for sales in the currently open cash-up; payments in a closed cash-up are fixed.
Linking a sale to multiple employees
In the calendar, click the appointment you want to check out.
In the appointment details window, click Checkout.
You are now in the register. Select Multiple in the employee field in the top right.
Select the corresponding employee for each treatment.
Finish by clicking Checkout.
Canceling a sale
In the renewed register you no longer delete a completed sale; you cancel it. This prevents gaps in the numbering and keeps your records consistent.
Open the sale and click Cancel sale.
Confirm the message. Please note: canceling cannot be undone.
Canceled sales remain visible in your sales overview and are included in your reports.
Important: a sale on which a payment has already been made cannot be canceled (the button is then disabled). Want to reverse such a paid sale or return money? Then use Credit sale. Read here how to credit a sale.