Capture the sale
- Open Sales in the mobile app and select the customer.
- Enter the sale amount or choose products and quantities from the available catalog.
- Choose the payment method shown in the form and add context in the notes if needed.
- Save and check that the record has synced or is safely pending in the queue.
- A recorded sale is a business record, not independent confirmation that money reached the organization’s bank account.
- Availability follows the organization’s plan, role, and whether its workspace is a field-sales plan rather than standalone Fleet.