Find a sale or sales document
Use Sales to find payments, online booking sales, desk sales, refunds, invoices, and credit notes.
Find a sale
Go to Sales.
Use the tabs to narrow the list: All, Open, Attention, Completed, or Cancelled.
Use search and the sales-channel filter to find the sale.
Open the sale to see its customer, items, payment status, refund history, and related documents.
A sale can contain a booking, membership, access pass, bundle, gift card, or a staff-created sale.
Find an invoice or credit note
Go to Sales.
Open the Documents tab.
Find and open the invoice or credit note.
Download the PDF when it is available.
Ferb never edits an issued invoice. When money is refunded, Ferb creates a credit note linked to the original invoice.
Access
Staff can view the sales records available to them. Refunding a sale requires an owner, admin, or manager role.
Related
Refund a sale
Manage a class booking: rebook or cancel/refund
