Sales & Services

Everything under Sell: record a product sale, log a service job, take payment, and look back at your history. Every sale keeps your books, your stock and your reports in step. Serving a busy counter? Use the Point of Sale till instead. It is built for speed.

Record a sale

1. Open Sell → Record a Sale. Your branch and your name are already filled in.
2. Add a customer if you like, or leave it as Walk-in. You need a customer to sell on credit or against a deposit.
3. Under What did you sell?, choose the item the customer is buying and type how many they are taking.
4. The unit price comes from your product list. Change it only if you agreed a different price. Item not in your list yet? Tap New product to add it without leaving the sale.
5. Buying more? Tap Add another item and pick the next one. Giving money off? Type it under Discount on this sale, as an amount or a percentage.
6. Under How were you paid?, choose the method: Cash, Mobile Money, Card, Bank Transfer or Credit (On Loan). Paid with two methods? Tap Split.
7. Tap Print to save the sale and open the receipt. You can also tap Record sale to just save it, Record & send receipt to share it on WhatsApp, or Save & new to start the next sale straight away.

Record a service

For work rather than products (salons, mechanics, repair shops, printing, consultants), use Sell → Record a Service. One record can hold several services, each with its own price, and you can tag the staff who shared the job.

1. Open Sell → Record a Service. Your branch and your name are already filled in.
2. Worked on it together? Under Shared with (tagged staff), tag the staff who shared the job so they get the credit.
3. Add a customer if you like, or leave it as Walk-in.
4. Under Services, choose the service you did. The amount fills in from your service menu.
5. Change Amount charged if you charged differently, for example for 10 pages.
6. Did more than one job? Tap Add another service and pick the next one. Owners and managers can also set who did each service under Performed by.
7. Add notes if they help next time, then choose how the customer paid under How were you paid?.
8. Tap Record service. Not finished yet? Tap Save as draft and finish it later.

Payment methods

Choose the method that matches how the customer paid:

• Cash: money handed over at the counter.
• Mobile Money: MTN MoMo, Airtel Money and similar.
• Card: Visa, Mastercard.
• Bank Transfer: paid into your bank account.
• Credit (On Loan): the customer pays later. The balance is added to what they owe you. See Sell on credit.

Paid in more than one way, or paid only part? Tap Split and add a line for each part: Cash, Mobile Money, Bank, Advance Balance (money from the customer's deposit) or Credit. The lines must add up to the net total. See Paying with a deposit.

Reports break income down by method so you can check your cash drawer or mobile money statement at the end of the day.

Sell on credit

Let a customer take goods now and pay later, then record what they pay back.

1. Record the sale as usual: the item and how many.
2. Under How were you paid?, choose Credit (On Loan).
3. First time this customer buys on credit? Tap New and add their name and phone, and a due date if you agreed one. Already owes you? Tap Existing and search for them.
4. Leave Paid now at 0: they paid nothing today. Paid part of it? See Part payment below.
5. Tap Record sale. The balance is now money the customer owes you.

Part payment: pay some now, owe the rest

A sale paid with Cash, Mobile Money or Bank is always counted as paid in full. When the customer pays only part, split the payment so PesaScope knows how much came in and how much is owed:

1. Record the sale as usual: the item and how many.
2. Under How were you paid?, tap Split.
3. On the first line, choose how they paid (for example Mobile Money) and type what they paid now.
4. Tap Add tender and set the new line to Credit. It fills in the rest, which is what they owe. The lines must add up to the total.
5. Say who owes it: tap New and add their name and phone, or Existing to pick someone who already owes you.
6. Tap Record sale. What they paid counts as money in; the rest is added to what they owe you.

A service on credit: on Record a Service, choose Credit (On Loan) under How were you paid? and pick the debtor (or add a new one). Paid part of it now? Type it in Paid now and choose how they paid in Paid with (Cash, Mobile Money or Bank). Still owed shows what is added to what they owe; what they paid counts as money in.

When they come back to pay:

1. Open Money Out → Who Owes / I Owe.
2. Open the customer to see what they took and what is still owed.
3. Tap Add Payment.
4. Type what they paid, then tap Confirm Payment. The balance goes down.

More on tracking debts in Who Owes / I Owe.

Print or share the receipt

Tap Print when you save a sale and the receipt opens straight away. From there you can Print it or save it as a PDF. To send it to the customer on WhatsApp, tap Record & send receipt when you save, or open the sale later in Sales History and tap Send.

Sales history

Open Sell → Sales History to see every sale recorded.

• Search by receipt number, customer, item or staff name.
• Filter by date. Owners can also filter by branch, and owners and managers by who sold it (Sold by).
• Open any sale to see its details, then Print or Send the receipt.
• Tap Export to download the list as a spreadsheet (CSV).

Service history

Open Sell → Service History for the same list of every service job. Search by service, customer or staff, reprint a receipt, or tap Export. Switch between Active and Drafts to find jobs you saved to finish later.

Edit or delete a sale

1. Open Sell → Sales History and find the sale.
2. Tap the pencil to edit it, or the bin to delete it.
3. To edit, change what was wrong and tap Save changes. To delete, confirm. A deleted sale cannot be brought back.