Working with Sales

In addition to adding an invoice to a reservation, you can create a new sale from a user's profile or receive a payment for outstanding purchases. From the New Sale screen, you can add products & services, pay multiple invoices, add money to the account, and/or issue a fuel reimbursement with a sale. This section also describes how to complete the payment for a sale.

Adding a New Sale

You can generate a new sale from the user's profile screen.

To generate a new sale:

  1. Open the user's profile.
  2. Select Transactions.
  3. From the Actions button, select New Sale.

    The New Sale screen is prefilled with the customer name and the current date.
  4. You can add products & services, pay multiple invoices, add funds to the account, or add a fuel reimbursement to this sale.
  5. Select Pay to complete the payment.

Adding Products & Services to a New Sale

 

To add one or more products & services to a new sale:

  1. From the New Sale screen, select +Add Item.
    The Products & Services tab is open by default when you add an item.
  2. Start typing the name of the product/equipment (i.e., headsets) or service (i.e., flight instruction) you want to add to the sale.
  3. Select the matching item to add it to the sale.
  4. Once you have added all items to the sale, select Pay to complete the payment.

Receiving a Payment

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The Billing screen allows you to search for users by payment status. For invoices that have been billed, but not paid, you can receive a payment.

To receive a payment:

  1. Select Billing from the left navigation area.
  2. Locate the user.
  3. Select the Actions button to the right of the user's information.
  4. Select Receive Payment.

    The New Sale screen is prefilled with the customer name, the current date and the location, as well as the flight and rate information associated with the outstanding invoice.
  5. You can add products & services, pay multiple invoices, add funds to the account, or add a fuel reimbursement to this sale.
  6. Select Pay to complete the payment.

    Paying Multiple Invoices in a New Sale

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    To pay one or more additional outstanding invoices with a new sale:

    1. From the New Sale screen, select +Add Item.
    2. Select the Invoices tab. The number next to Invoice shows how many open invoices the selected customer has outstanding.
    3. Check the box(es) next to the invoice(s) you want to pay with this sale.
    4. Select Add.
    5. Once you have added all items to the sale, select Pay to complete the payment.

        Completing Payment for a New Sale

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        When completing a new sale, there are several options for payment methods:

        • CC (Key/Stored) - If credit card information is stored for this customer, you can select the stored payment method. Otherwise, enter the credit card details and indicate whether to save the information for future payments.
        • CC (Swipe) - If you have a credit card swiper service, you can simply swipe the credit card.
        • Check - Enter the amount and a Note.
        • Account - When you select Account as the payment method, the user's current account balance is prefilled in the Account amount. You can enter the entire sale amount to create a negative account balance.
        • Wire - Enter the amount and a Note.

        Once you have selected the payment method, select Complete the Sale.

        On the Payment Confirmation screen, you can print the receipt or send it via email.