Quick Purchase

Quick Purchase is a streamlined way to charge a client and collect payment in a single step — no separate charge and payment entries. Use it for simple, immediate transactions.

When to Use Quick Purchase

• Client buying a product or service and paying right now
• Simple one-item transactions
• Walk-in clients paying at the time of service

For more complex transactions (multiple items, split payments), use the full billing workflow or the POS terminal.

Processing a Quick Purchase

1. Open the Client's Billing Tab
   Find the client and go to their billing section.
2. Click Quick Purchase
   Click the Quick Purchase button. A simplified form appears.
3. Enter the Details
   Fill in: Description (what they're buying), Amount (total price), and Payment Method (card, cash, or check).
4. Process
   Click Complete Purchase. The system creates both the charge and the payment in one step. Balance stays at zero.

Quick Reference