Checkout

Overview

This page displays the products and bespoke designs that your customers want to purchase and displays the sum price of all items.

Interface

At the top right corner of your screen, you can find some icons:

• Save: Saves the checkout process as a Quote to keep your progress in this sale, and finish the sales process another time.

• Print: Prints the checkout page.

• More options: Opens a menu with more icons.

  • Discount: Adds a discount menu located below the Delivery method menu and above the Comments menu.

  • Taxes: Adds a taxes menu located below the Delivery method menu and above the Comments menu.

Checkout form

At the center of your screen you can see the products and bespoke designs you are selling and all the menus you have to fill out to finish the sales process.

Billing address

Here you have to enter the customer details. If this customer has purchased from you before, you can click on the Search icon at the top right corner of this menu and search for their name to fill in their details automatically.

Contact method

In this menu, you have to select whether the customer prefers to be contacted by the same phone or email on their details, or an alternative phone different from the one on the menu above.

Delivery method

Within this menu, you need to select if the customer wants to deliver this product to their address, or pick it up in your store.

Discount

This menu is only visible if you have enabled the Discount option with the icons on the top-right corner of this screen.

With this menu, you can input a specific amount or a percentage to discount from the subtotal of this order.

Taxes

This menu is only visible if you have enabled the Taxes option with the icons on the top-right corner of this screen.

With this menu, you can input a specific tax percentage that will overwrite the tax percentage calculated by default.

Comments

Here you can leave some notes on this order. Note that these comments will not be visible on the customer's invoice.

Order details

Composed of 3 smaller yet important menus, here you can see the payment and their installments (if enabled), the delivery date, the number of items, the total amount to pay for the items, discounted amount, sales tax, and the grand total that the customer will pay.

If you click on the Confirm button, you will be sent to the Invoice page, and the document will be generated, making the sale official and binding.

Invoice

On this page, you can see the invoice for this sale at the center of your screen, and using the icons at the top-right corner you can send it by email to the customer, and print it on paper, respectively.