How to view a sale
Once a sale has been raised in Timely, it can be viewed from a number of places in your account:
- From the Appointment.
- From the Calendar sidebar.
- From the Customer's record.
- From the Sales tab.
- From the Reports.
This feature may not be available on your current plan. Find out how to upgrade in our How to change your Timely plan guide.
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From the calendar
When you raise a sale from an appointment, the sale will be linked to that appointment in the calendar. You will then have the option to view that sale directly from the booking.
- You'll be able to tell if a booking has been invoiced by the sale icon:
If the sale is paid, this will show as a solid icon . If the sale isn't paid for, this will appear as an outline .
- Click on the booking in the Calendar and select the View invoice option in the pop up:
- This will take you to the Sales tab, with that specific sale loaded.
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From the Calendar sidebar
If you're in the calendar and want to quickly view a sale for a specific customer, you can access that information from the Calendar sidebar.
- Click the [Space] key on your keyboard, or use the [>] button in the top-left corner to open the sidebar:
- Search for the customer in the field provided:
- If you scroll down, you will see a list of any Recent invoices under the Notes section. You can then click on the sale/refund number to view the sale:
- To view the rest of the customer's invoices, click the View all link below:
- This will take you to the customer's record to view all of their sales.
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From the Customer's record
If you are already in the Customers tab, you can quickly view a list of a specific customer's sales.
- Search for the customer in the field provided. Click on the customer in the list, to view their record:
- Go to the Sales tab of their record:
- Click on Invoice # in the left-hand column to view the sale:
- This will open the sale in the Sales tab.
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From the Sales tab
You can also access a list of all of your sales in one place, the Sales tab.
- Head to the Sales tab in the main menu and select View invoices from the options:
- This will default to showing you Today's sales. You can then use the date selectors provided to view the sales for another period:
- Click on the View link next to each sale to view this full details:
This is perfect if you want to see the total sales for a specific date range, or make sure that all of your sales for today are accounted for.
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From the Reports
There are a number of reports which include sales information. These can be access from the
Reports tab in the main menu:
- The Invoice detail report:
- The Unpaid invoices report:
- The Appointment schedule will show you a list of all appointments for a given date, with a "Y" or "N" in the Invoiced column:
Some great reports for viewing sales are: