Record a Business Sale
A business sale is any revenue your workshop earns that is not tied to a specific vehicle repair order. Parts counter sales to walk-in customers, accessory sales, labour-only services, sublet income from other shops, and miscellaneous revenue all fall into this category. Business sales are recorded as inflow transactions in the Business context of the Financial Recording Modal.
Who can do this: Cashiers, Service Advisors, and Finance Managers.
Record a business sale
Open the Financial Recording Modal in Business context
Open the Financial Recording Modal from the Queue or via the global action button. Switch to the Business context using the context toggle at the top of the modal. If you launched the modal from the Business section, it opens in Business context automatically.
Select the Sales tab
Within the Business context, you will see two direction tabs: Expenses and Sales. Select the Sales tab. The event table switches to show inflow category groups relevant to business revenue.
The primary inflow category group is Sales Revenue, which covers parts sales, accessory sales, counter sales, and other non-vehicle income. Additional inflow categories may appear depending on your event map configuration.
Add a category if needed
If the category you need is not already visible in the event table, click the + Add picker at the bottom of the table. Select the revenue category from the grouped picker. The category row appears in the table and is persisted to local storage so it reappears on your next visit.
Click + Record
On the category row, click + Record to expand the inline recording form.
Select a payment method
Choose how the customer paid:
| Method | Typical use |
|---|---|
| Cash | Walk-in customer pays at the counter |
| Card | Customer pays by credit or debit card |
| Bank Transfer | Wire transfer for larger orders |
| Cheque | Customer issues a cheque |
| Credit | Customer takes goods on account (creates an AR entry) |
Enter the amount
Type the sale amount. Tax is computed automatically if tax rules are configured for your location. The tax strip below the amount field shows the breakdown.
Select or create a customer contact
Use the contact search to find an existing customer, or create a new contact inline. For anonymous counter sales (walk-in parts purchases), you may leave the contact blank if your location settings permit it.
Add a reference
Enter an optional reference — a receipt number, POS transaction ID, or internal reference. This helps when reconciling against your POS system or bank statement.
Confirm
Click the confirm button. The transaction saves immediately and the event table updates to show the new row. The MTD summary tiles at the top of the Business tab recalculate in real-time.
MTD summary tiles
The top of the Business tab displays month-to-date summary tiles that update whenever you record a sale or expense:
| Tile | What it shows |
|---|---|
| Income | Total business inflows for the current month |
| Expenses | Total business outflows for the current month |
| Net | Income minus Expenses — your business-level operating result |
These tiles reflect only business-context transactions. Vehicle-level collections and expenses are not included.
Credit-term business sales
When a customer purchases on account (for example, a fleet operator with a monthly billing arrangement), select Credit as the payment method. This creates an Accounts Receivable (AR) entry that tracks the outstanding balance and due date.
Credit-term business sales appear in the Collect tab of the Collection Queue as a BusinessARCard. The card shows the customer name, outstanding amount, and aging status, and provides a one-click action to record the settlement when the customer pays.
BusinessARCards for credit-term business sales follow the same aging logic as vehicle AR. They appear in the AR Aging dashboard panel and contribute to your overall DSO calculation.
Common questions
What is the difference between a business sale and a vehicle collection? A vehicle collection is a payment received against a specific repair order (entity). A business sale is revenue that does not relate to any vehicle — it exists purely in the Business context. Both are inflow transactions, but they are tracked separately so you can distinguish job revenue from ancillary income.
Can I void a business sale? Yes. Business sale transactions follow the same voiding process as any other transaction. See Void a Transaction.
Do business sales appear in the Transactions page? Yes. All business sales appear in the Transactions page under the Inflows toggle. They are identifiable by their category pill (e.g., “Parts Counter Sale”) and the absence of a vehicle entity link.
Can I record a business sale for a past date? You can record transactions for today only. If the day has already been closed, you cannot add transactions for that date. For corrections, void the incorrect entry and re-record on today’s date with a reference note explaining the adjustment.
How do business sales affect the dashboard? Business sales contribute to the Revenue Mix panel on the Finance tab, the Business Snapshot on the Overview tab, and the MTD income figures. They are included in the overall inflow calculations for cashflow forecasting.
Related pages
- Record an Expense — recording business-level outflows
- Manage Recurring Payments — automating scheduled revenue
- View Transaction History — finding past business sales
- Understanding the Dashboard — how sales data feeds dashboard panels