Make a Sale Page 1 of 1

Make a Sale
How do I? | Store Charges or Credits | Take Payment | Returns

This topic provides the basic instructions for making a sale. Use the How Do I? and other links on this page for advanced options and more
information.
Click the symbols in this procedure to view detailed instructions.
Only Basic and Pro users can track customers on receipts.

To make a sale:
1. Select Make a Sale button or the Make a Sale icon within the Navigator.
2. In the Scan or enter item information drop-down box, scan or type item information to search for the item being sold.
OR
Click Quick Pick Item to select an item from your pre-defined lists of frequently sold items.
3. If necessary, click the action buttons below the line item to edit the quantity, price, give item discounts, etc.
4. Repeat until all items being sold have been listed.
5. (Optional) In the Enter customer name or phone box, type or scan customer information to add the customer to the receipt.
6. (Optional) To discount the entire sale (called a global discount), select Give Discount from the I Want To menu. Select or enter a discount
percentage or amount in the popup dialog. Global discounts are shown in the totals area of the receipt.
7. Click the button for the payment type used by the customer (Cash, Credit, Debit, etc.) and enter the tendered amount and any requested
information. If taking payment by more than one payment type, repeat for each type. Details
8. Select Print Receipt to record the sale and give the customer a receipt. If change is due the customer, the change amount is displayed.

Notes:

l The Point of Sale Mobile Sync feature gives you the power to make sales and track your inventory using your mobile phone or tablet. Make sure
to sync to your mobile device to take full advantage of this feature.
l In a Pro configuration with multiple stores, Headquarters can make receipts for another store. From the I Want To menu, select Change Store
and specify the store for which you are making the receipt.

Learn more

Related Topics
E-mail receipts to customers
Receipt field descriptions
Customize printed receipts and other documents
Multi-store Sales

mk:@MSITStore:C:\Program%20Files%20(x86)\Intuit\QuickBooks%20Desktop%20... 05/01/2023