Which selling document to use

Everything you sell is recorded as a document. Most of the time that document is an ordinary sale rung up at the till — but when the customer is not walking out with the goods today, or is bringing something back, a different document is the right one.

This page is the map. Each entry links to a full page.

Selling something now

Use this	When
Selling at the till	The normal case: customer pays, takes the goods, leaves.
Credit sales	The customer takes the goods today but does not pay in full. An invoice is raised for the balance.
Credit limits	Capping how much a customer may owe before a credit sale is refused.

Selling something they collect later

These three look similar and behave very differently. The difference is when the goods leave your shelf and when the money counts as income.

Use this	Customer pays	Goods leave the shelf
Pickup later	The full amount, today	When they collect
Layaway	A deposit today, then instalments	When the last instalment is paid
Backorders	Usually at handover	When the stock arrives and you hand it over

Your takings will not match your sales figure

For pickup-later and layaway, the money in the drawer is held as a customer deposit, not counted as a sale, until the customer collects. So on a day with a lot of deposits, your sales total will read lower than the cash you actually took. That is deliberate — the sale is recorded when the goods change hands.

Before the sale

Use this	When
Quotations	The customer wants a written price before deciding.

After the sale

Use this	When
Good returns	Goods are coming back and you are doing something about it — refund, exchange, credit, repair.
RMA requests	A return needs authorising or reviewing before you accept it.
Trade-in requests	A customer is offering you an item in exchange for credit.
Deliveries	You are sending goods out and need to track the trip.

Selling in a particular trade

Use this	When
Counters for your trade	You run a restaurant, hotel, salon, rental business or pharmacy and have the industry pack.
Online orders	Orders are arriving from your storefront.

A good return is what actually moves the goods

An RMA is paperwork — approving one does not restock anything or refund anybody. The refund, the stock and the ledger only move when a good return is posted. See RMA requests.

What you will see in the menu

Not every document above is on every plan, and some are hidden until you switch them on. If something on this page is missing from your menu, check in this order:

1. A permission you do not hold — ask an administrator.
2. An opt-in setting switched off — Layaway, Backorders and the Pickup Release Queue disappear entirely when their setting is off.
3. Your plan — only this one shows an upgrade prompt.

Document	Plan needed	Setting
Instant sale, good returns, deliveries	All plans	—
Quotations, RMA, credit sales	Growth	—
Layaway	Growth	Pos → Allow Layaway
Backorders	Professional	Pos → Allow Backorder
Pickup Release Queue	All plans	Pos → Allow Pickup Later
Trade-in requests	Professional	—

See Plans and what they unlock and Settings and how they resolve.