Transaction Introduction

Transactions are at the core of InFlo — every sale, service, payment, or adjustment flows through them. But their role goes far beyond collecting payments. Each transaction powers essential business functions: it triggers staff commissions, adjusts inventory, updates client balances, and feeds into marketing filters based on client activity.

Whether a client is redeeming a package, applying a service credit, or taking advantage of a promotion, that action is recorded as a transaction. This ensures seamless alignment between what happens at the front desk and how it reflects in your backend operations — from reporting and inventory to client history and targeted marketing.

In short, transactions are what keep your business running in sync, accurately, and efficiently.

Feature	Description
	Click this button to delete the transaction. User permission required.
	Finalize and process the transaction. You will get an error message if any outstanding balance remains.
	Available for walk-in transactions. Use this to search for an existing customer or click the to add a new customer.
	Displays the customer’s name, email address, and profile photo (if uploaded). Also includes a Quick Edit Tool to update the customer’s contact details directly.
	Use this section to choose the tab you need and click the ‘Add’ button to add items to the transaction.
	Add a comment to the transaction here. This note will remain attached to the transaction even after it’s processed.
Items Tab	Manage and add all items included in the transaction. You can adjust quantities, assign employees, modify prices, and apply promotions. User permissions required.
Payments Tab	Add miscellaneous charges, such as tips for another employee, a gift card purchase, or a credit to the customer’s account.
More Tab	In the More tab, you can add miscellaneous items to the transaction, like a tip for another employee, a gift card, or a balance to their account.
Package Tab	Add package-related pending payments.