Selling

A sale moves stock, takes money and writes to your books in one step. There is no separate till system to reconcile at the end of the day, because the till and the shop are the same thing.

Where a sale can start

All of them produce the same sale record. Origin is kept, so you can tell what your shop earned versus what the counter earned.

Payment channels

Every sale is settled through a channel, and each channel keeps its own balance:

• Cash — physical money, held by whoever took it
• Bank transfer — into one of your accounts, verified before it counts
• Card / online — through a gateway
• Crypto — on-chain, confirmed by the network
• Gift card — redeemed against a balance you already issued

The wallet

Sales → Wallet shows what each channel holds right now. It is the answer to "how much money does this business actually have, and where".

Close of business

At the end of a shift, Close of business asks whoever held cash to declare what they are handing over. Declared against expected produces a difference, and that difference is recorded rather than argued about.

1. 1

   Count what you have

   Physical cash, per person holding it.

2. 2

   Declare it

   Enter the counted figure.

3. 3

   The difference is recorded

   Short or over, it is written down with a name against it.

4. 4

   Shortages become deductions

   An unresolved shortage carries into payroll rather than evaporating.

Deficits

Sales → Deficits lists sales that did not fully settle — a customer who paid part, a transfer that never arrived, a shortage at close. They stay visible until resolved.

Debts

Sometimes nobody let money go missing: you chose to let someone pay later. A regular customer, or the CEO taking stock they will settle another time. On an open deficit, press Record as debt and choose who owes it: the customer on the sale, someone new (their name and phone), or a staff member. It moves off the rep and onto that person, with a pay-by date and a note if you want them.

• The Debts tab on the same page lists everyone who owes you, oldest first.
• Payroll takes a staff member's debt from their own pay, never the rep's. A customer's debt comes out of nobody's salary.
• Collect it, write it off or revert the sale exactly as you would a deficit. Money collected is booked on the day it arrives.
• Recording a debt needs the “Record an unpaid sale as a debt” permission. The owner always has it.

Bank transfers

A customer saying they have sent a transfer is not the same as money arriving. Sales → Bank transfers holds claimed transfers until somebody with the right permission confirms the money is in the account.

Returns and refunds

A return puts stock back and reverses the money through the channel it came from. Both write movements — the original sale is never edited.

Discounts and coupons

Sales → Coupons creates codes customers can use at checkout. Staff can also discount at the till if their role allows it, and every discount is recorded against the person who gave it.

Gift cards

Gift cards issues cards with a balance. A card is money you have already been paid for and owe as goods, so it sits in your books as a liability rather than as takings.

Invoices

Invoices bills someone with a link they open and pay. Share it on WhatsApp in one tap. The link shows whether it is unpaid, overdue, paid or cancelled, and it updates by itself when the money arrives.

1. 1

   Go to Invoices and choose New invoice

   Owners and managers have an Internal tab for internal invoices.

2. 2

   Add who it is for and the items

   The total, with VAT, is shown as you go.

3. 3

   Save

   It takes every way your shop accepts, automatically. You get the link.

4. 4

   Tap WhatsApp to send it

   You are told when it is opened and when it is paid.

From a chat: when a customer asks for the price of something, tap Send invoice on their message. They get it in the chat, by email and as a notification.

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