Selling products at an appointment: one payment for everything

When a patient buys skincare or other products during their visit, you can add the products in the calendar drawer and take one payment covering the treatment balance and the products together.

Taking the payment

Open the appointment in the calendar, choose Check out (or View payment details for a settled visit), and press + Add products. Pick the products and quantities; the drawer shows Treatment + Products = To take. Choose how the patient paid (Card terminal, Cash, Bank transfer or Other; account credit cannot be used once products are on the sale) and press Take to record the payment once.

Products default to Taken away. If the patient wants them posted or collected later, choose To post or To collect instead and the sale appears in Awaiting dispatch on your Stock page, exactly like a counter sale.

What happens behind the scenes

Stock levels come down automatically, the sale shows in your finance figures and the VAT report, and the appointment shows the retail amount alongside the treatment payment. The treatment balance and the product sale are recorded as two separate payments in your ledger, so a product sale is never mixed into a medical (VAT-exempt) treatment payment. The retail payment uses the products' VAT categories: it is medical when the recorded categories are unanimously medical, otherwise cosmetic. Product lines keep their own VAT category snapshots.

Check the confirmation after taking payment. If you add products again after a recorded sale, the drawer asks you to confirm with Sell again. Use that only for a new sale. If the drawer says products were recorded but the treatment payment was not, record the treatment balance only and avoid selling the products again.

Products only, no treatment balance

You can also sell products against a visit that is already settled: add the products and the drawer takes the product total only, telling you the treatment is already settled.

Refunds

Product refunds work like any retail refund: refund the money the way you took it, and adjust stock from the Stock page. See Selling retail products and skincare.