Sell a pass at the front desk

1. In the office panel go to Sale.

2. In the search box (Search for article or pass…) type a name and select the pass or product from the list.

3. For a pass, fill in the form that opens:

   • Buy as a gift — yes or no,
   • Client — search by name (min. 3 characters) or card number,
   • Validity start — from date (then pick a Valid from date) or from next visit (select later).

   Click Add to place the pass in the order.

4. For a product, it’s added to the order straight away. Click Edit discount next to its price to apply a discount.

5. Choose a payment method — card, cash, bank transfer, or online payment — and enter the amount received in the payment field. Systemate calculates the change automatically.

   

6. If the order isn’t fully paid, contains a pass bought as a gift, or is invoiced to a company, search for the Client under Assign transaction to client account.

7. Set Purchase as: individual or company, and check print receipt if the customer wants one.

8. Click Confirm to complete the sale.

Note

The Sale menu item is visible only to staff with the sale permission.

Tip

If the pass you need to sell doesn’t exist yet, create it first — see Create a pass type.