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Anonymous
Not applicable

Sales Receipts Settings

Sorry for the long question but I really can’t figure this out on phone  app or a computer either

 

I’ve been trying to figure out how to enter in all information manually for my receipt. Such as I have an hourly rate but did not track the hours but agreed on the price. 

 

The way its its set up I can only enter the price per item and the amount. Say someone paid me $175 for personal training. Such as 2 hours of work and gave them a little extra time for training but we both agree he will pay me $175 for me to stay for the remainder of his workout.  The only way for me to charge the $25 is to enter a decimal value of the item by dividing 25 by my hourly rate so my number entered would have to be 2.333 hours in order for my total to display $175.

 

or if I discount an item or give someone a good deal by paying for credit hours that they can use in the future i would have to enter a new item for every single transaction and divide the remainder by my hourly rate every receipt.

 

i need to be able to enter the total price myself but there is no option to do that

4 Comments
Moderator

Re: Sales Receipts Settings

Good day, TFarrz,

 

You can create a service item for your hourly rate and create a different one for the excess time.

 

Here's how:

  1. Click Sales on the left pane.
  2. Select Products and Services.
  3. Click New and select Service.
  4. Enter the Service item name and rate.
  5. Save and close.

The next time you create a sales receipt, you can enter the quantity of each item.

 

As for the discount, you can turn on the option here:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Select Sales on the left pane.
  4. Click Sales form content.
  5. Check Discount.
  6. Save.
  7. Done.

You can also create a credit memo for your customer to use in the future. Check this article: Enter and apply a credit memo or delayed credit.

 

Let me know if you have additional questions.

Anonymous
Not applicable

Re: Sales Receipts Settings

But it doesn’t enable me to enter a total number Calculate the amount of hours for me? Instead of me fill in the hours and it calculates the total.

 

i don’t know each % discount I give to a person, we just go with what feels right that day.. sometimes I stay free.. I would need to divide the charged cost by total cost to see what % I charged of the total cost and plug in the remainder for a discount... in that case I’d be in the same position as needing to fill in a certain # for the increment I gave them. It wouldn’t be easy increments either it would be 3-4 decimal points (ex.3.5435x Hr x rate)to get the prices to match. It’s just not convenient for the way I need to be able to fill things out

Highlighted
Anonymous
Not applicable

Re: Sales Receipts Settings

The only way I can get the iOS app to enter information is by me putting a quantity of hours into the item portion. I want to be able to pick my hourly rate (65) as an item. I charged someone 200. Without using a calculator it’s going to be difficult to calculate for each specific total that I have . I attatched an image of the quantity of hours I’d need to enter for A 200 bill at 65 an hour so hopefully you can understand what I’m saying.

Moderator

Re: Sales Receipts Settings

Thanks for getting back to us, TFarrz.

 

The ability to calculate the total number of hours is unavailable in the App. You'll need to enter it manually. I will share this feedback to our product development team, so they can consider this concern in their future updates. 

 

Let me know if you have other questions. I'm always here to help.

 

 

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