How do I record a sale made by phone or in person?
Use + → Manual order. Pick the products, the customer and how it was paid, then choose Create an order. It joins the customer's card.
Step by step
- Choose + in the top bar, then Manual order. You can also open Sales → Orders and choose Manual order.
- Under What was bought, search for a product, pick the variant and set the quantity.
- To change a price or quantity by hand, choose Edit the quantity and price by hand.
- Under The customer, search for an existing customer, or fill in the name, phone, email and address. Any one of name, phone or email is enough. Email is needed for the order to attach to a customer record.
- Under Payment, choose Awaiting payment, or say that the money already arrived and how it was received, for example cash, bank transfer or card by phone.
- Choose Create an order.
Sales tax is calculated from the ship-to state when the order is created. For an order that is awaiting payment, you can send a payment link from the order page: the main button is Payment link.
Recording money that came in later
On an unpaid order, choose More → Record a payment taken outside the site. Say how it was received, add a reference if you have one, and choose Record the payment and send the customer a confirmation. This does not charge a card or check anything with the payment provider. It only records that the money has arrived, and the order is marked separately from verified payments.
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