Getting started 6 - Selling products and packages

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.

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