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Once a sale has been raised in Timely, it can be viewed from a number of places in your account. In this article, you will learn how to view a sale from the calendar and calendar sidebar.
How to view a sale 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. To do this:
1 You will 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, and if has not, this will appear as an outline.
2
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.
How to view a sale 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. To do this:
1
Click the [space] key on your keyboard, or use the [] button in the top-left corner to open the sidebar.
2
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.
3
To view the rest of the client's invoices, click the view all link below. This will take you to the client's record to view all of their sales.