Charge at Point of Sale: cash and transfer
Register offline sales (cash/transfer) to deduct quota and have consistent reports.
How do I record a sale by transfer to deduct credit?
If you charge externally (cash or transfer), record the sale in the Point of Sale: select product and date/time (if applicable), and mark the method as cash/transfer. This way, the quota is deducted and the sale appears in Sales.
Instructions
Enter Point of Sale.
Add the product to the cart.
If the product is date/time specific, select date and time.
(Optional) Add internal note (for example: “Banorte Transfer, receipt 1234”).
Click on Charge and select Cash/Transfer as applicable.
Confirm the order.
Check in Sales that the order is registered and that the quota has decreased.
Requirements
Product created.
If it is bookable by date/time: availability now open in calendar.
Common Errors
Register the sale without selecting date/time (for reservable products) and then the capacity doesn’t match.
Charge outside and not register in POS: the calendar continues to show free capacity even though it is already sold.
Confuse POS (registration) with payment link (remote card charging).
