Sales: How do I sell a Pass? (Customer file view)

To sell a Pass to your Customer, you must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from a Customer file, tap Customers

Locate your Customer by typing the name into the search engine, or scroll the Customer List

Tap on the Customers' name, scroll down to the BALANCES section and tap Passes

A list of all current and expired Passes already purchased by this Customer will appear

Tap the + icon to add a Pass

A list of all Pass Types created on the system will appear

Select which Pass the Customer wishes to purchase

From here you can:

  • Edit the Expiry
  • Edit the Number of Uses remaining 

Tap Save then tap Create Sale

A Sale will appear, containing the new Pass in the Products section:

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

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