Video: Making a Sale Without Appointment

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Video Tutorial Transcript

0:05 Hi there and welcome to a new video tutorial. Irina here with you. Did you know that you can process a sale and create an invoice or a receipt without an appointment? This is perfect for situations when a client drops in to purchase a product for example, but it's not specifically there for an appointment. Zanda can help you with this. Let me show you how this can be done.

Using the Sales menu:

0:30 To process a sale without an appointment, let's go to the sales menu, select new sale.  In the services and products provided to, select or search for the client's name. In the sold by list, select the name for reporting and cash balancing purposes.

If this item can be covered by client's insurance, select the insurance or you can remove this information from the invoice.

Next, select who will pay the invoice, client, the client's contact or a third party, select the location. This will be linked to the default location, but you can select a different one and then click create invoice. The invoice will be created, you will see that it is not linked with any appointment. Now let's add an item to this invoice. We will select the product that this client purchased. And then in the payments, select the payment method and click save.  So this way we created an invoice without an appointment. We made a record of the product sold with this invoice and we recorded a payment to create a receipt for this invoice as well and now we can email it to the client or print it out to give it to them right on the spot.  This invoice will be recorded in the client information. So for example, let's go to this client's profile billing invoices page and we will see this invoice listed here.  You can see that the appointment information cell is blank here but all the other details are here for your information.

Using Client Profile

2:30 While we're here on this page, let me show you that you can also create an invoice without an appointment, record a sale, for example, through this client profile page as well. Here we are on this page and we can just create new invoice. There you go. You can briefly record or update the information so it can be sold by a different practitioner. You can update the invoice date and the due date. If it's necessary, you can update the location, update the payable by referral and insurance information if necessary and now let's create that invoice. Let's click add item select the product that we sold to the client and also record a payment and save and we generated the new invoice to record the sale and we generated a receipt to record the payment and similarly we can email or print out this invoice or receipt, if it's already paid and share it with the pay and with the client and if we go back to the invoices page on the client profile we will see this invoice recorded here as well with the appointment information blank and that's it that's how you can very quickly make a record of sale and share the receipt with the pay using Zanda invoicing feature.