You can now sell retail products, packages, and gift cards directly to purchasers in-store! Let's walk through how to check someone out in person with a package you've created.
- Log in to your account using this link.
- Make sure you have created Packages and/or Gift Cards in Moxie; you can follow instructions from this article on how to create them.
- On the homepage of Moxie, click the "+" button on the top right corner.
- Select "Sale"
- If the purchaser is already a client, search and select the client from the list below. Once you have selected the client, click "Next" on the top right corner.
If the purchaser is not a client, you can quickly create a client directly from this screen, by clicking "Add new client".
- Select the Package or Retail Products that the client is looking to purchase. Once selected, click "Checkout" on the top right corner.
Reminder, a Provider can add new Packages or Retail Products at any time in the Moxie settings.
- Review your order summary. If you would like to add additional products or packages, you can do so on this page. You can also add any additional discounts on this page, using the "Add a discount" button. Once you're happy with your order, click "Create an invoice".
- Review your final order summary. Once ready, click "Go to payments".
- Select the preferred payment method. There are four options: Terminal, Card, Cash, or Moxie wallet credits.
- Select the tip that will be added to the purchase. Once you've added your tip, click the button to go to payment.
- From here, you will complete payment by:
- Swiping a card at the terminal
- Inputting card information
- Accepting cash
- Deducting credits from the purchaser's Moxie Wallet
- You are done! Congratulations on the sale!
Watch the video walkthrough below on how to administer the sale of a product or package in Moxie.