Create A Sale

Create a new sale by clicking on the Create New Sale button in the top navigation or go to https://revcent.com/user/new-sale

Campaign

Select a campaign to associate with the sale. Required.

Customer

Select whether the customer is new or already exists in RevCent.

Options:

• New: A new customer will be created in RevCent. If selected, complete the customer form displayed.
• Existing: Customer already exists in RevCent. If selected, search for the customer by name or email in the Search field displayed.

Payment Type

Select the payment type for the new sale. Depending on the payment type selected, additional fields may be required.

Options:

• New Credit Card: Creating a sale, using a credit card, for a new customer that does not exist, or an existing customers that wants to use a new card in RevCent. If selected, you will need to select a Process Method.
• Existing Customer Card: Creating a sale for an existing customer and using the card on file. If selected, you will need to select a Process Method.
• Check In Hand: Creating a sale using the Check payment type, and the check has already been received. If selected, you will be asked to enter an optional check number.
• Check Pending: Creating a sale using the Check payment type, and the check has not been received.
• Offline Payment: Create a sale using the Offline payment type.
• Pending: Create a pending sale, where you will process payment in the future. Read more about how a Pending Sale works.
• Invoice: Create an invoice, which will be paid by the customer in the future. If selected, you will need to pick an existing Invoice Profile .

Process Method

Note: Only applicable if you selected Credit Card or Existing Customer Card for payment type. The process method dictates how RevCent will process the credit card transaction.

Options:

• Gateway: Select an existing gateway to process the credit card transaction.
• Payment Profile: Select an existing payment profile to process the credit card transaction

Currency

Select the currency for the sale. Default is US Dollars.

Bill To

If you wish to add a bill to address that is different from the customer address, click the Add Bill To button and complete the form that is displayed.

Ship To

If you wish to add a ship to address that is different from the customer address, click the Add Shop To button and complete the form that is displayed.

Shop

If you wish to associate the sale with a shop, select one.

Products

You must have at least one product in a new sale. Click the Add Product button to add one or more products to the new sale.

Shipping

If you wish to add manual shipping to the sale and not use a shipping profile.

Discount

If you wish to add a manual discount to the sale.

Tax

If you wish to add manual tax to the sale and not use a tax profile.

Metadata

If you wish to add one or more metadata entries to the sale.