Skip to main content
A Transaction records a payment your shop has received — linked to a customer’s appointment, or recorded on its own for anything else, like a walk-in product sale.
1

Open Business → Transaction

The dashboard shows Total Amount, Total Count, Cash Amount, UPI Amount, and Wallet Amount, along with every transaction recorded so far. Use the Customer, Wallet Credit, Transaction Type, and Payment Type filters, with Reset / Apply, to narrow the list down.Each row shows the Customer, Date, Amount, whether it was a Wallet Credit, Transaction Type, and Payment Type.
2

Click + Add Transaction and choose a customer

Linking an appointment auto-fills Amount Paid with the appointment’s total and locks it from editing, and automatically applies any offer already on the appointment — you can still switch it to a different one.
3

Fill in the payment details and save

Save with Confirm Transaction. If linking an appointment leaves nothing left to pay — for example, fully covered by a redeemed package — Transaction Type, Payment Type, and Amount aren’t required.
A transaction can’t be edited after it’s saved — double check the amount, payment type, and services before confirming.

​
Redeem a Package

Only available once an appointment is linked — lets you redeem a package that belongs to a different phone number, like a friend’s package being used for this booking.
1

Search the package owner's phone number

Enter the phone number the package was bought under and click Search to find its active packages.
2

Pick a package and confirm with an OTP

Select the package and click Get OTP — an OTP is sent to that phone number. Enter it to redeem the package against this transaction; the amount due adjusts automatically.
Redeeming a package here uses up part of that package’s remaining balance and can’t be undone.

​
Add a Product Sale

Available on every transaction, whether or not an appointment is linked. Pick a product, use + / − to set the quantity, and click Add.
If commission tracking is on for your account, you can also assign a commission on that product line.

​
Bill Summary

Lists every service and product on this transaction, along with its price.
  • Anything covered by a customer’s own package shows a .
  • Anything redeemed from someone else’s package (via Redeem a Package) shows the same icon plus a “Package Credit Applied” label.
  • Regular items just show their price.
  • Any offer applied to the transaction shows as a discount below the line items.
  • The final Total Payable is shown at the bottom.