> For the complete documentation index, see [llms.txt](https://docs.simplespa.net/simplespa-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.simplespa.net/simplespa-documentation/daily-operations/pos/recording-a-sale.md).

# Recording a Sale

Open the POS from an appointment or the dashboard, record a sale, view receipts and issue refunds.

This page explains the two ways to open the SimpleSpa POS, how transactions are recorded, and how to issue a refund.

You can open the POS from an appointment by clicking ![](https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FBGNishH7RFH1HHJ2mlTR%2FPay%20Now.webp?alt=media\&token=6d16f199-aab7-42bb-b9d1-db1599f64a70), or from the dashboard with ![](https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2Fmly0s2zWVwpQ318lOeBl%2FMake%20a%20Sale.webp?alt=media\&token=044b08ce-7dc3-44dd-8a8e-fab2d0351b42).

## Appointment checkout (Pay Now)

You can only open **Pay Now** from an appointment. The client information is filled in automatically, and the service booked in the appointment is added to the POS for fast checkout.

* Select the payment method.
* Add more **Services**, **Products**, **Gift Cards** or **Packages** if needed. The buttons for these appear only if you have added them to SimpleSpa and they are available.
* If the client has multiple appointments scheduled, SimpleSpa groups them together and adds all of their services for that day to the POS.

Once the transaction is recorded, the appointment status is marked as **Paid**.

## Walk-in sale (Make a Sale)

**Make a Sale** works just like an appointment checkout, but you set the client information yourself and select any services, products, gift certificates and packages the client wants to buy. Use it for clients who come in to make a purchase without an appointment.

## Transactions

When you complete an appointment or process a transaction, SimpleSpa generates a receipt and records each transaction item.

{% hint style="info" %}
The recorded date is the date you process the transaction, not the appointment date/time. The dashboard shows the revenue for transactions processed on that day.
{% endhint %}

To view all receipts for a day, use ![](https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FGAvsHPlbLCoZyMuisJ99%2FView%20Receipts.webp?alt=media\&token=dd27a92b-5c62-4233-b1dc-00ceeedf034e) on the dashboard. You can also view a client's transactions on the client page by selecting the client.

## Refunds

1. Go to the **Dashboard** and press the **View Receipts** button ![](https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FGAvsHPlbLCoZyMuisJ99%2FView%20Receipts.webp?alt=media\&token=dd27a92b-5c62-4233-b1dc-00ceeedf034e).
2. In the popup, each receipt item has an option to refund that transaction.

<figure><img src="https://695085455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa9tSKQ7Cexg8YEba5Evb%2Fuploads%2FkMB5oR2kdu3CXhteYmJr%2FScreenshot%202024-07-04%20at%203.54.39%E2%80%AFPM.png?alt=media&#x26;token=fedbd8ed-a8d7-40d1-b306-14bbafe8cfd5" alt=""><figcaption><p>The SimpleSpa POS</p></figcaption></figure>

## Related

* [Appointment Checkout](/simplespa-documentation/daily-operations/appointments/appointment-checkout.md)
* [Making a Sale](/simplespa-documentation/daily-operations/dashboard/making-a-sale.md)
* [Viewing Transactions](/simplespa-documentation/daily-operations/dashboard/viewing-transactions.md)
* [Multiple Payment Methods](/simplespa-documentation/daily-operations/pos/multiple-payment-methods.md)