Sales
Sales turns conversations into revenue. Send invoices with a payment link on WhatsApp, sell memberships and class packs with automatic billing and credits, run an online store with shipping, reward repeat clients, and keep your expenses in the same place. Sales comes with CRM Suite, because every sale belongs to a client record.
Get set up in this order
- Business details: add your name, address and logo for invoices. Update Business Settings
- Payment gateway: connect Stripe, Razorpay, MyFatoorah, Thawani Pay, PayTabs or DOKU. Setup Payment Gateway
- Invoice settings and taxes: numbering, reminders and tax rates. Invoice settings, Taxes
- What you sell: services in Catalogue, products in Inventory, and plans.
- Send your first invoice. Invoice & Payments
- Sync from your own systems (optional): create invoices, orders and client credits with the REST API.
You are live when a client can pay an invoice from the link you sent on WhatsApp, and the payment shows in Finance > Payments.
Where to find Sales
- Finance menu: Payments, Orders, Memberships, Invoices, Statements and Expenses.
- Catalogue: Services, Inventory and Plans & Packages.
- Settings > Finance: Payment Gateways, Invoices, Taxes, Coupons, Expenses, Loyalty Program and Shipping.
Payments, Catalogue services, Payment Gateways, Taxes and Coupons also open with Bookings, so you can take payment for bookings without Sales.
Invoice & Payment linksInvoices, payment links, payments, statements and expenses.Plans & MembershipsPackages and memberships with recurring billing and credits.E-CommerceProducts, stock, orders, shipping and selling on WhatsApp.CouponsDiscount codes with limits and tracking.Loyalty ProgramPoints that turn into reward coupons.Plan ModulesWhat Sales includes and how to add it.