Bizwazi help topic

Sales

Learn how to record cash, M-PESA and bank sales in Bizwazi.

Most useful guides

All 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
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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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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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