Once you have defined your products and packages, you can start selling them your clients. This is done through the client profile:
- Go to the client list (human icon in top navigation)
- Find the client you are selling to and click it to view their profile
- Navigate to the Sales tab
- Click the New Sale button
- Select the product that you want to sell to the client. If you do not see products here, you should first define them in the settings.
- At the bottom of the dialog, choose whether you are receiving the payment now or later
- Click Submit to save the registration of the sale
- The sale will now be visible in the table list view.