Bizwazi help topic
Sales
Learn how to record cash, M-PESA and bank sales in Bizwazi.
Most useful guides
How to add a sale in Bizwazi
Learn how to record a sale, choose the payment account and optionally link inventory items.
FeaturedHow to add a sale with inventory items
Link sale lines to inventory items so stock can reduce correctly.
FeaturedWhy invoice-payment sales are read-only
Understand why sales created from invoice payments should usually be managed from the invoice page.
FeaturedWhat to do if a sale was entered under the wrong account
Fix a sale recorded as Cash, M-PESA or Bank incorrectly.
FeaturedWhat to do if you entered the wrong sale amount
Correct a sale amount that was typed incorrectly.
FeaturedAll Sales articles
17 articles
How to add a sale in Bizwazi
Learn how to record a sale, choose the payment account and optionally link inventory items.
Featured guide
Read →
How to add a sale with inventory items
Link sale lines to inventory items so stock can reduce correctly.
Featured guide
Read →
Why invoice-payment sales are read-only
Understand why sales created from invoice payments should usually be managed from the invoice page.
Featured guide
Read →
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
Read →
What to do if you entered the wrong sale amount
Correct a sale amount that was typed incorrectly.
Featured guide
Read →
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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