Sales and payments
Sell it, get paid, and know exactly what is left.
Send an invoice or record a simple sale on Flex. Registers, shifts and a manager's sign-off are on Basic.
On each invoice, total, received and balance stay apart. Owed balances across customers are on Basic.
Three ways to sell, one place to see them
| How it works | At the till | By invoice | From your website |
|---|---|---|---|
| Best for | Counter sales and walk-ins | Work you quote or deliver later | Customers ordering at any hour |
| Customer pays | On the spot | Now, in part or later | At checkout or from the invoice link |
| You get | A sale record and a receipt | An invoice with total, received and balance | An issued invoice marked as web |
| Stock | On Business, when the sale completes | On Business, when the invoice is issued | On Business, when the invoice is issued |
At the till
- Best for
- Counter sales and walk-ins
- Customer pays
- On the spot
- You get
- A sale record and a receipt
- Stock
- On Business, when the sale completes
By invoice
- Best for
- Work you quote or deliver later
- Customer pays
- Now, in part or later
- You get
- An invoice with total, received and balance
- Stock
- On Business, when the invoice is issued
From your website
- Best for
- Customers ordering at any hour
- Customer pays
- At checkout or from the invoice link
- You get
- An issued invoice marked as web
- Stock
- On Business, when the invoice is issued
One invoice, three numbers
Total, received and balance stay apart
An invoice shows what was agreed, what has come in and what is still due. Add a payment and the balance moves on its own. You never have to work it out from a pile of receipts.
Take a deposit and finish later
- 1
Agree the work
Add products or free-form lines to an invoice, at the price you agreed.
- 2
Take a deposit
Record what the customer pays today. The balance shows straight away.
- 3
Collect the rest
Record part payments as they come, or let the customer pay from the invoice link.
- 4
Settle it
When the balance reaches zero, the invoice is settled and the sale is complete.
Ways to get paid
Take payment the way your customers like to pay
Cash
Record cash at the till or against any invoice.
Bank transfer
Log a transfer against the invoice it pays, so the balance is right.
Card payments online
Send an invoice link and the customer pays by card through Stripe, Paystack or Pesapal, where your country is supported.
M-Pesa in Kenya
In Kenya, send a payment request to the customer's phone. The till is on Basic. An invoice link is on Flex. BizPlusX's M-Pesa integration is certified by Safaricom.
Part payments
Take several smaller payments against one invoice. Each one is on the record.
Your own card machine
Record a payment taken on a terminal you already own against the sale.
At the till, on Basic
Registers and shifts
Open a shift, sell, and close it with the takings counted.
Held sales
Park a sale while the customer fetches something, then pick it back up.
Returns
Take an item back from the receipt and the sale is reversed with it.
Discounts and coupons
Apply a coupon or promotion and see the new total before you charge.
Supervisor approval
Keep sensitive actions behind a manager's sign-off.
Customers at the sale
Pick a customer as you sell, so the purchase lands on their record.
Questions about sales and payments
Can I take a deposit and collect the balance later?
Yes. Record a deposit on any invoice. The balance updates, and you can add part payments until it reaches zero.
Can I take card payments at the till?
Not directly today. Send an invoice link and the customer pays by card online, where your country is supported. You can also record payments taken on your own card machine.
Does this work for services as well as shops?
Yes. An invoice is on Flex. A till is on Basic. Both end up in the same place.
Can I see who owes me money?
Each invoice on Flex shows its own balance. A list of what every customer owes is on Basic.
Get paid, and know what is left
Start free with invoices and simple sales. Add a register on Basic.