Manual/ Sales & Services

Sales & Services

Everything under Sell: record a product sale, log a service job, take payment, and review your history. Every sale keeps your books, your stock and your reports in sync. Serving a busy counter? Use the Point of Sale instead — it's a separate, touch-friendly till.

On this page

  1. Record a sale
  2. Record a service
  3. Payment methods
  4. Partial & credit sales
  5. Print or share the receipt
  6. Sales history
  7. Service history
  8. Refunds & corrections

Record a sale

Record a Sale form with branch, employee, customer, items and payment
The Record a Sale screen — pick who & where, add what you sold, and choose how you were paid. A live receipt preview builds on the right.
  1. Open Sell → Record a Sale.
  2. Confirm the branch and employee making the sale.
  3. Add a customer (optional — needed for receipts, loyalty and credit) or leave as Walk-in.
  4. Under What did you sell? pick each product, set the quantity and check the unit price. Use + new product to add one on the spot.
  5. Choose how you were paid under How were you paid? — a single method, or Split across two.
  6. Click Record sale, or Record & send receipt to share it straight away.
Stock check If you try to sell more units than you have, PesaScope warns you. You can record the amount you do have, override (for stock you forgot to add), or cancel and add stock first.

Record a service

For jobs rather than products — mechanics, salons, repair shops, consultants — use Sell → Record a Service. A service record captures the work done, any parts used (parts deduct from stock), notes for next time, and payment.

  1. Open Sell → Record a Service.
  2. Pick the customer (or add a new one — name and phone).
  3. Add each service performed and any parts used.
  4. Add notes about the job.
  5. Take payment now or leave it on credit, then Save.

The customer's full service history then lives on their profile — every job, every part, every payment.

Payment methods

Choose the method that matches how the customer paid:

  • Cash — physical money handed over.
  • Mobile Money — MTN MoMo, Airtel Money, M-Pesa.
  • Card — Visa, Mastercard.
  • Bank transfer — paid into your bank account.
  • Credit / Advance — not paid in full yet. The balance is added to the customer's debt — see Who Owes / I Owe.

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

Partial & credit sales

When a customer pays only part now and the rest later:

  1. Build the sale as usual and pick the customer (required for credit — we need to know who owes you).
  2. Enter the amount paid now (less than the total) and its payment method.
  3. Save. The unpaid balance becomes a debt against that customer, ready to collect later.

Print or share the receipt

After saving, the receipt is ready to Print, save as PDF, send by WhatsApp, or Email (if the customer has an email on file).

Sales history

Sales history list with receipts, staff, payment method and totals
Sales History — every sale, with KPIs for total sales, gross profit and top payment method.

Open Sell → Sales History to see every sale recorded.

  • Filter by date range, branch, staff, customer or payment method.
  • Open any sale to view or reprint its receipt.
  • Export the filtered view for your accounting.

Service history

Open Sell → Service History for the equivalent ledger of every service job — filter, open a record to see parts and notes, and reprint.

Refunds & corrections

  1. Open Sell → Sales History and find the sale.
  2. Choose Refund (full) or Edit (correction).
  3. Confirm. Stock is added back, payment is reversed, and the original is marked accordingly.
Permissions By default only Owners and Managers can refund or edit a past sale — cashiers can't. An owner can change this in Settings & Management.
← RelatedPoint of Sale (POS)