Record a sale

Choose a customer, products, and payment method to record a sale.

About 2 minutes Updated September 13, 2026

In this guide

Start a sale
Choose the customer and products
Confirm payment and save

1. Start a sale

Tap Transactions in the bottom navigation, then choose Register and Sales. Select the customer to open the sale form.

Register button highlighted on a realistic SalesDocks English transaction history — Choose Sales from Register in the transaction history.

2. Choose the customer and products

Confirm the date and customer, then tap Add Product to choose the items being sold. Adjust the quantity on the product card to update both the sale amount and expected stock.

SalesDocks English sale for Greenway Cafe with one Wildflower Honey 12 oz and expected stock shown — Review the customer, product, quantity, amount, and expected stock.

3. Confirm payment and save

Choose Cash, Card, Credit, or an account based on how the sale is actually settled. Check the payment amount and remaining amount, then tap Save to record the sale and stock movement.

Use Credit for an amount you have not received yet. If you received money through more than one method, use Split payment to record each amount separately.

Cash payment, payment amount, zero remaining amount, and Save highlighted in a SalesDocks English sale — Confirm the actual payment method, payment amount, and remaining balance before saving.