Sales, payments, and cash register (Manager)
Record a sale
You can:
- Charge from a completed appointment, or
- Create a direct sale (without a prior appointment).
Typical flow:
- Identify or create the client.
- Add services, products, or other charges.
- Associate the responsible professional when applicable.
- Apply a discount only if you are authorized.
- Review totals (price → discount → net → tax → total).
- Record the payment (one or more methods) and the tip separately if applicable.
- Confirm the sale.
Calculation order LookAgenda uses:
- Base price
- Authorized discount
- Net subtotal
- Tax
- Total charged
- Professional commission (according to the configured base; by default it is usually the service net, without tax)
Sale ≠ electronic invoice
- Recording a sale is part of daily operations and is available according to the business plan. It is an internal record: it does not go to the government.
- Commercial billing builds the ready document (FAC) and sends it to the fiscal printer; the transmission device reports it to DGI/DIAN. It is an additional module.
- Electronic billing sends the same document to the PAC/provider. If the provider, printer, or device fails, the internal sale and cash register must still be able to operate.
For intensive billing work, preferably use Manager web (tablet/desktop).
Cash register
According to plan and modules:
- Open the cash register at the start of the shift (change float).
- Record sales and movements (in/out) linked to the cash register.
- Review reconciliation / totals by payment method.
- Close the cash register at the end of the shift: count cash and compare it with recorded sales. If there is a difference, enter a note.
Important rules:
- Closing cash is not Z Closure. The cash count closes the cashier’s shift; Z Closure closes the business day.
- If a previous day’s Z Closure is pending, you cannot open the cash register for a new day. Close that day first (you can still charge appointments for that date).
- An invoice draft does not move the cash register and does not count as paid.
LookAgenda operational X/Z reports are not official tax documents.
Full cycle help: Day cycle.
Commissions when charging
Professional commissions usually accumulate when the service payment is recorded. An appointment that is canceled or only rescheduled at close does not generate a commission.