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Receiving Multiple Sales at Once

A client with three open accounts — last week's consultation, today's bath, the food they took on Tuesday — should not have to pay three times. Veetz lets you select the sales and receive everything in a single payment.

Selecting the Sales​

  1. On the left-hand sidebar, click Sales, then Explore sales.
  2. Select the sales you want to receive together, using the checkboxes in the list.
  3. Click Receive selected sales.

The selection has simple rules — Veetz guides you with the message "Select at least two sales from the same client, organization and currency.":

  • at least two sales;
  • all from the same client, the same organization, and the same currency;
  • with some open amount — sales already paid have nothing to receive.
The list shows who is payable

The Financial status column in the sales list shows at a glance which sales are Unpaid or Partially paid — those are the candidates for a joint receipt.

The Joint Receiving Dialog​

The dialog opens showing how many sales selected and the Total to receive, followed by one line per sale:

  • Sale: the sale number;
  • Client: the shared client;
  • Commercial total: the full value of each sale;
  • Open amount: how much each sale still owes — the joint receipt covers exactly these amounts, freshly updated when the dialog opens.

Then choose one payment method for the whole receipt:

  • Cash: with Amount tendered and automatic Change, as in any receipt — and requiring an open cash register;
  • Credit card: with Installments (1 to 24);
  • or any other method available.

Click Receive selected sales to confirm. Each sale receives its own share, and each one's Financial status turns Paid.

One method, always online

The joint receipt uses a single payment method for all selected sales, always uses the current open amount of each sale, and requires an internet connection. To split between several methods, or to use customer credit, receive each sale individually — see Receiving a Payment.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.