Save a sale as unpaid or as a draft

Not every sale is done straight away. A client pays later or only pays part, or you want to put a cart aside for a moment. There are two ways to do that, and they work differently.

Unpaid or draft: the difference

• Save as unpaid and Save as partially paid finish the sale. It gets a receipt number and a receipt, the appointment gets the status Completed and products sold come off the stock. If Saloon mails the receipt automatically, it shows what is still due. You take the outstanding amount later.
• Save draft sale puts the sale aside. It is not finished yet: there is no receipt number and no receipt, and the stock does not change. You add to it later and then check it out.

Save as unpaid or partially paid

1. Go to the Payment step at the till.
2. If the client pays part now, add it with a payment method. If the client pays nothing now, skip this step.
3. At the bottom, click Save as unpaid or, if something has been paid, Save as partially paid.
4. The sale is finished. In the list under Checkout it shows as Completed; open it and the top reads Unpaid or Partially paid. Filters › Has outstanding amount finds it quickly.

Take the outstanding amount later

1. In the menu, go to Checkout and open the sale. Use Filters › Has outstanding amount if needed. For an appointment you can also click View sale in the calendar.
2. Under the amounts you see Still to pay. Click Take payment at the bottom.
3. Choose the payment method, fill in the amount and click Add.

A payment on a finished sale cannot be removed. If the client never pays, or the sale is wrong, use Credit what is still due.

Keep a draft and pick it up again

1. At the bottom of the till, click the three dots (More) and choose Save draft sale. If you close the till with something in the cart, Saloon also asks whether to save or delete the draft.
2. The draft shows in the list under Checkout with the status Draft.
3. Click it to carry on. The draft becomes the open sale of its location again.
4. If you no longer need it, choose More › Delete draft sale and confirm with Delete. If money has been taken on it, that is not possible. Finish the sale instead.

• Each location has one open sale at a time. If another sale is open there, you can only open the draft once that one is finished or saved. When you check out from the calendar, Saloon saves the other sale as a draft itself.
• If the draft holds an appointment, that appointment shows Continue checkout in the calendar.

For all of this you need the permission Can checkout purchases. You set it under Settings › Team members › Permission roles.

Frequently asked questions