---
title: "How to Process a Retail Sale and use the Retail Checkout"
description: "Learn how to process in-person Retail Sales and Quick Sales"
url: https://bazppmilk.gleap.help/en/articles/14111599-how-to-process-a-retail-sale-and-use-the-retail-checkout
collection: "Retail and Merchandise"
updated: 2026-10-28
language: en
---

# How to Process a Retail Sale and use the Retail Checkout

Learn how to process in-person Retail Sales and Quick Sales

The **Retail > Sales** page is where you can process and manage all in-person retail transactions at your facility. From this page, staff who have permission to do so, can:

-   Process retail product sales
    
-   Create Quick Sales for items not listed in your product catalogue
    
-   View previous retail transactions
    
-   Issue refunds for retail sales
    
-   Download customer receipts for retail sales
    

* * *

# **How to process a Quick Sale in Retail**

A **Quick Sale** allows staff to process a payment for an item that isn't necessarily saved as a Product in your Retail catalogue. This is useful for one-off purchases, miscellaneous charges, or items you don't regularly stock.

![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144657_4175.png)

To process a Quick Sale:

1.  Click the **\+ New** button  
    ​
    
2.  Click **Add Customer**, then search and select the customer's profile from the list  
    ​
    
3.  Select the **Home** option  
    ​
    
4.  Select **Quick Sale** option  
    ​
    
5.  Enter the **Amount** and click **Checkout**.  
    ​
    
6.  **Apply Tax (if applicable):**
    
    -   If applicable, select the correct tax amount from the drop-down menu before proceeding.
        
    -   If you need to update the [**Tax Rate**](https://docs.runswiftapp.com/en/articles/12888961-taxes-and-fees), this can be done under **Settings > Taxes & Fees**.  
        ​
        
7.  **Apply Custom Fees (if applicable):**
    
    -   If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
        
    -   If you need to update the [**Custom Fee**](https://docs.runswiftapp.com/en/articles/12888961-taxes-and-fees), this can be done under **Settings > Taxes & Fees**.  
        ​
        
8.  For **Payment Options**, select the appropriate Payment Method  
    ​
    
9.  Select **Pay & Confirm**.  
    ​
    
10.  Click **Done**. 
     

**Note**: If no customer is selected, you can still complete the checkout process by selecting Cash or Other as the payment method, or processing payment through the POS card reader / terminal.

* * *

# **How to Process a Retail Product Sale**

1.  Click the **\+ New Button**  
    ​
    
2.  Select **Add Customer**  
    ​
    
3.  Select the **Products** button  
    ​
    
4.  Select **Item(s)**  
    ​
    
5.  Click **Checkout**.  
    ​
    
6.  **Apply Tax (if applicable):**
    
    -   If applicable, select the correct tax amount from the drop-down menu before proceeding.
        
    -   If you need to update the Tax Rate, this can be done under **Settings > General > Facility Details > Tax Rates**.  
        ​
        
7.  **Apply Custom Fees (if applicable):**
    
    -   If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
        
    -   If you need to update the Custom Fee, this can be done under **Settings > General > Facility Details > Tax Rates**.  
        ​
        
8.  **Select the Payment Method**  
    ​
    
9.  Select **Pay & Confirm**  
    ​
    
10.  Click **Done**. 
     

* * *

# **How to Process a Refund for a Retail Sale**

To process a refund for a retail sale:

1.  Navigate to **Retail > Sales** transaction summary page.  
    ​
    
2.  Find the transaction you wish to refund and click the **Refund** button.  
    ​
    
3.  Enter the refund amount (Note: You cannot refund more than the original transaction amount).  
    ​
    
4.  Select the Payment Method for the refund.  
    ​
    
5.  Click **Issue Refund**.
    

![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144657_3626.png)![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144657_1576.png)

* * *

# **How to Download a Receipt for a Retail Sale**

Follow these steps to download a receipt for a retail sales transaction:

1.  Go to Retail > Sales page to view all your sales transactions.  
    ​
    
2.  Locate the Transaction and click the Download Receipt icon  
    ​
    
3.  A PDF copy of the receipt will download to your device
    

![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144657_1007.png)