Sales

DISCOUNTS & PRICING

Yes. Moniebook allows you to create and manage discounts directly from the dashboard.

1. On the Dashboard, navigate to CRM → Discounts.
2. Click the Add Discount button.
3. Enter a discount name.
4. Select the discount type:
5. Fixed Amount
6. Fixed Percentage
7. Manual Amount
8. Manual Percentage
9. Enter the discount value.
10. Select the available branches the discount applies to.
11. Toggle Auto Apply to Customer Groups if required (optional).
12. Click Create Discount.

Business owners can configure which staff members are permitted to apply discounts at the register.

1. Navigate to Sales.
2. Select Completed Sales.
3. Locate and click on the preferred transaction.
4. Click the three dots (⋮) beside the sale and select Refund Sale.
5. Choose the item(s) to be refunded — both full and partial refunds are supported.
6. Select the refund method: Cash or Customer Wallet.
7. Proceed with the refund.

Tracking: Refunded transactions can be tracked under the Refunds tab in the Sales menu.

1. Navigate to Sales on the register.
2. Click Completed Sales.
3. Search for the transaction.
4. Click the three dots (⋮) beside the sale OR
5. Select Cancel Sale.

Only users with the appropriate permission level can cancel completed sales. Contact your business owner or admin if this option is unavailable.

An Outstanding Sale is a transaction that has not been fully paid. This is Credit Sales - Partial Payment or Pay Later. These sales remain open until the balance is settled and can be tracked, downloaded, or settled at a later date.

How Do I Create an Outstanding Sale?

1. Log in to the register.
2. Search for or scan the item(s).
3. Add item(s) to the cart.
4. Add a customer (mandatory for outstanding sales).
5. Add a sales note if required (optional).
6. Apply a discount if applicable (optional).
7. Click Checkout.
8. Select the payment method — choose Partial Payment or Pay Later.
9. Input the balance due date.
10. Select Proceed to Pay.
11. A receipt is generated automatically.

Note: A customer must be attached to the sale before an outstanding balance can be created.



Split Payment allows a customer to pay for a single transaction using two or more different payment methods.

1. Log in to the Moniebook Register.
2. Navigate to Sell.
3. Add all required items to the cart.
4. Review the cart.
5. Click Checkout.
6. Select Full Payment or Partial Payment.
7. Click Split Payment at the top-right corner.
8. Select the first payment method and enter the amount for that method.
9. Select the second payment method and enter the remaining balance.
10. Repeat until the full transaction amount is allocated.
11. Confirm all payments to complete the transaction. A receipt will be generated automatically.

Example — ₦50,000 sale: ₦20,000 via Cash | ₦15,000 via Transfer | ₦15,000 via Card

1. Log in to the Moniebook Register.
2. Navigate to Saved Carts.
3. Search for or select the saved cart.
4. Click Resume Cart.
5. Review the items in the cart.
6. Proceed to Checkout when ready

The Save Cart feature allows a cashier to temporarily pause a cart and resume it later without losing the selected items — useful when a customer needs more time or steps away.

1. Log in to the Moniebook Register.
2. Navigate to Sell.
3. Add the required items to the cart.
4. Review the cart contents.
5. Click Save Cart.
6. Enter a cart name or reference if prompted OR leave the autogenerated cart name as is.
7. Click Save.

On the Web Register:

1. Click on Sales.
2. Click on Unsynced Sales.
3. Open the Sale you want to manually sync.
4. Click the Sync Sale button.

On Mobile Devices and Terminals:

1. Click More.
2. Click Unsynced sales.
3. Open the Sale you want to manually sync.
4. Click the Sync Sale button.