Sales

How to add a sale in Bizwazi Learn how to record a sale, choose the payment account and optionally link inventory items. Featured guide

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How to add a sale with inventory items Link sale lines to inventory items so stock can reduce correctly. Featured guide

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Why invoice-payment sales are read-only Understand why sales created from invoice payments should usually be managed from the invoice page. Featured guide

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What to do if a sale was entered under the wrong account Fix a sale recorded as Cash, M-PESA or Bank incorrectly. Featured guide

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What to do if you entered the wrong sale amount Correct a sale amount that was typed incorrectly. Featured guide

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What the Sales button shows in Bizwazi Learn what the Sales page shows when you tap Sales in the bottom navigation. Featured guide

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How the Sales tracker works Understand the coloured Sales tracker cards for Today, This week, Month to date, Year to date, and Since start. Featured guide

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How This week insights work on the Sales page Understand top categories, largest sale, and sales by account for the current week. Featured guide

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How the All sales list works Understand the sales table, sale type, category, account, note, amount, and actions. Featured guide

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How to add a manual sale Learn how to record a simple sale by entering the total amount yourself. Featured guide

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How to add a sale from inventory Learn how stock-linked sales calculate the total and reduce inventory automatically. Featured guide

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Why invoice payment sales show View invoice Understand why invoice payment sales should be opened from the invoice rather than edited like normal sales. Featured guide

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How to record an M-PESA sale Record M-PESA income by choosing the M-PESA account when adding a sale.

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How to record a cash sale Record a sale paid in physical cash and keep the Cash balance accurate.

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How to record a bank sale Record a sale paid through bank transfer, card or bank-related payment method.

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How sale categories work Use sale categories to understand what types of sales your business is making.

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How to edit a sale Edit a sale if the amount, account, category, note or inventory details were entered wrongly.

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How to delete a sale safely Delete a sale only when it was entered by mistake and should not remain in business records.

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How to search and filter sales Find sales by date, account, category, note or other available filters.

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How to use notes on sales Add short notes to sales so the record is easier to understand later.

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How to record mixed payment sales Handle sales where a customer pays using more than one payment method.

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How to record a refund to a customer Understand how to handle money returned to a customer.

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How to handle cancelled sales Correct or remove sales that did not actually happen.

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Why sales categories should stay simple Keep sales categories clear so reports and filters remain useful.

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What Today, This week, Month to date, Year to date and Since start mean Understand the time periods used on the Sales page.

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How to search and filter sales Learn how to use the search box and filter panel on the Sales page.

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Manual sale versus Sell from inventory Know when to choose Manual sale and when to choose Sell from inventory.

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How received into Cash, M-PESA and Bank works on sales Understand why choosing the correct account matters when recording sales.

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How sale categories work Understand saved categories, new categories, and No category.

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How notes work on sales Learn when to add a note and what to write.

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How sale time works Understand the Time field and when to change it.

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How to understand stock-linked sales in the sales list Learn what stock-linked sales mean after they appear in the All sales list.

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How editing and deleting sales affects Bizwazi Understand what can change when a sale is edited or deleted.

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How sales affect the Dashboard, Accounts, Reports and Inventory Understand how one sale can affect several parts of Bizwazi.

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How to review sales at the end of the day Use the Sales page before closing the trading day.

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How pagination works on the Sales page Understand why the sales list may be split across pages.

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