Billing Process (Walk-In Customer)

Introduction:
Learn the step-by-step process to handle walk-in customers and complete a sale in Zylu.

Adding a New Customer

• If the customer is already in the system, you can search for them directly.
• For new customers, click on Add New Customer and enter their phone number, name, and lead source (e.g., walk-in).
• Optionally, ask for their birthday to apply discounts and click Add Customer.

Adding Services and Products

• Click + Service to add the services purchased (e.g., Botox, Hydra Facial).
• For products, click + Product, search for the product (e.g., Inforcer Hair Shampoo), and select it.

Changing Pricing

• To change the price, click on the price box and adjust the value as needed.

Applying Discounts

• Apply discounts on a service or product by clicking on the discount box and entering either a money or percentage value.
  

Adding Tips

• Add employee tips in the Add Tip section by selecting the employee and entering the tip amount or percentage.

Adding Payment Methods

• Use the Checkout option to select the payment method. You can apply multiple payment options like cash, credit card, or online payment.

Finalizing the Sale

• Once all details are added, click Complete to finalize the transaction. The invoice is generated, and you can send it to the customer via WhatsApp.