Click on the “Billing & Sales” tab from the home Dashboard and select “Sales Dashboard” from the listing.
From the Sales Dashboard click on the Shopping Cart icon to the right of the item you wish to make a purchase for.
This will open an additional “Add to Cart” window. Here you will be able select an additional options for the item as well as select the Quantity. Click Add to Cart to move the sales item to the Purchase cart.
Click on the Shopping Cart icon in the upper right hand corner to begin the checkout process.
Here, you will be able to review the items you have selected for this purchase. You may remove items from the cart, adjust the quantity or clear all items. Click the Continue to begin the purchase of the items selected.
Next, you will be asked to select the customer.
Next, you will need to enter the name of the customer or select the option “Add New…” to create a new student. If this purchase is for existing student, type the first or last name in the search bar and click the magnifying glass.
If this a new Customer/Student Click the “Add New” option
.
Here, you will need to enter the First and Last name of the new account. Then click “OK” to Create the account.
Type the first or last name then click the magnifying glass. A listing of all students will appear matching the name you searched. Here, you will select the student/customer from the listing.
After you have selected your student from the listing you will then see a billing window. Here, you have the option to Swipe a card, have the customer pay in cash, or choose an account on file.
If this is for a new account, you can enter the new card information as well as add a new billing address. If this is for a existing Student/Customer you will have a option to select a card on file if one is available.
Selecting the option “Swipe Card” will open an additional window to swipe a credit card. Selecting the “Cash” option will have you confirm the items in cart before you are able to submit purchase.
After you select any method of payment you will click “Continue with Purchase”. Next, you will need to simply need confirm the items in cart before you are able to Submit Purchase.
Once you Click “Submit Purchase” a receipt will be emailed to both Admin and Student. You will receive a confirmation on screen.
