Completing a Sale

Completing a sale and checkout

Elevyn ties appointments to orders so you can collect payment, track balance due, and handle refunds in one place.

Checkout from an appointment

1. Open the Schedule tab and tap the appointment.
2. Use the status banners at the top to move the visit through your normal flow, for example Check In, then Complete Service. (If someone does not show, you may use Mark No-Show and follow the prompts.)
3. When the visit is ready for payment, use Checkout from the banner or the Checkout button on the appointment. That opens the checkout screen for that visit’s order, with services and add-ons already lined up.
4. Review the total. If your shop collects tips, you may be asked to add a tip before payment.
5. Use Take Payment to record how the client paid. You can take a full payment or a partial payment and finish the rest later from the same order.

Totals use your business currency and tax settings from Business Settings.

Sales without a scheduled appointment

1. From Home, tap Sales, or open Sales wherever you usually reach it from your workflow.
2. On the Sales screen, use the + button and choose New Sale to start a standalone checkout. (You can also choose Issue Refund from the same menu when you need to process a refund.)
3. Tabs along the top (**Upcoming**, Past, Overdue) help you find orders that still need attention.

After checkout

Paid orders show up in your sales history. If something fails, the app usually shows a message explaining what went wrong. For billing or access issues, use Customer Support & Help under More.