> ## Documentation Index
> Fetch the complete documentation index at: https://krisper.tryx.space/llms.txt
> Use this file to discover all available pages before exploring further.

# Transaction

> Record a payment received at a shop — for an appointment, a product sale, or on its own.

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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Click + Add Transaction and choose a customer">
    | Field                  | Required? | What to enter                                                                                                          |
    | ---------------------- | --------- | ---------------------------------------------------------------------------------------------------------------------- |
    | **Select Customer**    | Yes       | Pick an existing customer, or click **New Customer** to add one inline with just a name and phone number               |
    | **Select Appointment** | No        | Shows this customer's Confirmed appointments that aren't completed yet — pick one to link this payment to that booking |

    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.
  </Step>

  <Step title="Fill in the payment details and save">
    | Field                 | Required? | What to enter                                                                          |
    | --------------------- | --------- | -------------------------------------------------------------------------------------- |
    | **Transaction Type**  | Yes       | How this payment is categorized                                                        |
    | **Payment Type**      | Yes       | Cash, UPI, or Wallet — Wallet is only available if the customer has a wallet balance   |
    | **Amount Paid**       | Yes       | The amount received — auto-filled and locked when an appointment is linked             |
    | **Promotional Offer** | No        | Applied automatically where one is eligible; you can change or clear it                |
    | **Add to Wallet**     | No        | Only shown for a stand-alone transaction — credits the amount to the customer's wallet |
    | **Description**       | No        | Any extra notes about this transaction                                                 |

    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.
  </Step>
</Steps>

<Warning>
  A transaction can't be edited after it's saved — double check the amount, payment type, and services before confirming.
</Warning>

## 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.

<Steps>
  <Step title="Search the package owner's phone number">
    Enter the phone number the package was bought under and click **Search** to find its active packages.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  Redeeming a package here uses up part of that package's remaining balance and can't be undone.
</Warning>

## 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**.

<Note>
  If commission tracking is on for your account, you can also assign a commission on that product line.
</Note>

## Bill Summary

Lists every service and product on this transaction, along with its price.

* Anything covered by a customer's own package shows a <Icon icon="package" />.
* 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.