Manual sales and write-offs

When to use a financial document and how to avoid duplicating a transaction already created by an order.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

• Sign in to the appropriate workspace and check the establishment name at the top of the page.
• Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
• If an option is missing, check your plan and your role's permissions.

Setup steps

1. Check the order. Make sure the transaction has not already been recorded automatically.
2. Create a document. Select a sale or write-off and specify the reason.
3. Add items. Quantities and amounts must match the original supporting document.
4. Post and verify. Correct errors with an adjustment document, not an unrecorded edit.

Check the result

The transaction is recorded once, updates the expected balances and remains available for audit.

Troubleshooting

• Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
• Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
• Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.