Open and close a service order

Who uses this: receptionist or manager.

Open a service order

1. Menu Service orders.
2. New order (or the floating + button in the corner of the screen).
3. Choose the client.
4. Add services and products sold at the desk.
5. If prompted, add notes about the appointment.

Shortcut

On a Client record, use New order to open an order with the client already selected.

Order already open

Each client can only have one open order at a time. If you try to open another, the system warns you and offers Go to open order.

Give a courtesy discount

With the order open, use Apply discount:

1. Choose percentage or fixed amount (quick shortcuts are available).
2. Optionally add an internal reason (the client does not see it).
3. Use Preview to check the total, then Apply.

The owner or manager sets the cap, whether reception can give courtesy, and the daily courtesy e-mail under Settings → Operations. The e-mail is sent only on days with courtesy (CSV + panel link). In the orders list, the Courtesy only filter shows discounted sales.

Close an order (checkout)

1. Open the order.
2. Click Finish / Checkout.
3. If asked about product consumption (supplies), review and confirm.
4. Choose the payment method. With PIX configured, follow the on-screen instructions.
5. Status Paid — order closed.

View open orders quickly

Use the floating button (bottom right corner) on any screen — it lists open orders without leaving what you were doing.

History

Paid orders appear under the Completed filter. On the client's record, see Service history.