Sell an item over the counter

At the end of these steps, you will have created a sales invoice to sell an item, process the payment and get it ready for reconciliation

Updated on December 4th, 2023

Objective

At the end of these steps, you will have created a sales invoice to sell an item, process the payment and get it ready for reconciliation

 

 

Steps

Before running through this workflow, it's recommended to have set up your inventory and have turned on Track Inventory on Sales Invoices. This workflow also assumes your inventory is set up.

 

From AroFlo Office:

 

  1. Click Accounts.
  2. Click Invoices > Create.
  3. Click the magnifying glass next to the Client field.
  4. Search for a client, or add a new one by clicking Add Client and filling out the details, then click Select Client.
  5. Click Save to lock in the client.
  6. Click Multi-Search > Inventory.
  7. Search for, or scan the barcode of the items to sell, then type a Quantity.
  8. Click the X to close the the search box.
  9. Adjust the Sell price as necessary.
  10. Once you've confirmed the price with client, click the blue numbers next to Payments Applied in the Invoice Summary.
  11. Choose a Payment Method
    1. Square: Click Save and Open Square App and follow the instructions to process the payment.
    2. Cash, Card: Record any relevant information such as the receipt number in the Reference column and then click Save.
  12. Close the Payment History popup, then click Status > Approved.
  13. Click Save.
Sales invoices can even be printed, along with an appropriate “receipt” or “Sales Invoice” style layout using the Print Options in the bottom left of the invoice worksheet.

 

Summary

You will have now created a sales invoice to sell an item, process the payment and get it ready for reconciliation.

 

 

Knowledge Areas

Sales Invoices

 

Payments

 

Payment Gateways Inventory