---
title: "Sales list"
description: "The Sales list: every sale of goods in one table, searchable by sale number, client, or item, filterable by payment state, sale type, date, client, and total, with payment and return actions on each row."
canonical_url: "https://requiply.com/docs/en/guides/sales/list"
---
# Sales list

> The Sales list: every sale of goods in one table, searchable by sale number, client, or item, filterable by payment state, sale type, date, client, and total, with payment and return actions on each row.

The **Sales** page lists every sale your team recorded: standalone sales made on [New sale](https://requiply.com/docs/en/guides/sales/new-sale) and goods sold on bookings with [Sell items](https://requiply.com/docs/en/guides/bookings/sell-items). Use it to see what was sold today, chase unpaid sales, collect a payment, or record a return.

Open it from **Sales → Sales** in the sidebar, or at [https://app.requiply.com/sales/manage](https://app.requiply.com/sales/manage). The page exists only while [Sales](https://requiply.com/docs/en/guides/sales) is switched on, and it needs **Allow viewing sales** (or one of the Sales permissions that include it).

<figure>

![The Sales list in dark mode with a Search by number, client or item box, a Filter button and a New sale button. Five sales are listed with No., Date, Client, Items, Booking, Total, Status, Payment and Actions. Sale 5 has no client, Gaffer tape 50 mm × 25 m × 2, $28.00, Unpaid. Sale 4 for William Hargreaves has two SD cards and three battery packs, $77.50, Unpaid. Sales 3, 2 and 1 belong to bookings 22, 21 and 20 and show On booking. Each row has a Pay in person payment button and a pencil split button. The pager reads 1-5 of 5](https://requiply.com/docs/assets/sales/manage/sales-list.png)<figcaption>

Two standalone sales waiting for payment and three sales made on bookings. The link icon next to a booking number means the booking collects the payment for those goods.

</figcaption>
</figure>

## What you'll see

**Toolbar:**

- The search box: *Search by number, client or item*. It matches the sale number, the client's name, email, or phone, and the name or SKU of a product on the sale.
- **Filter**, to add filters one at a time (see below), and **Reset filters** once anything is set.
- **New sale**, for members with **Allow selling items**. It opens [New sale](https://requiply.com/docs/en/guides/sales/new-sale).

**Columns:**

<table>
<thead>
  <tr>
    <th>
      Column
    </th>
    
    <th>
      What it shows
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      <strong>
        No.
      </strong>
    </td>
    
    <td>
      The sale number. Click it to open the <a href="https://requiply.com/docs/en/guides/sales/sale-page">
        sale page
      </a>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Date
      </strong>
    </td>
    
    <td>
      When the goods were sold.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Client
      </strong>
    </td>
    
    <td>
      The client, with the <a href="https://requiply.com/docs/en/guides/clients#client-hover-card">
        client hover card
      </a>
      
       on hover, or a dash for a sale without a client.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Items
      </strong>
    </td>
    
    <td>
      Each product with its quantity, for example <em>
        SanDisk Extreme SD card 128GB × 2, Duracell AA batteries (4-pack) × 3
      </em>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Booking
      </strong>
    </td>
    
    <td>
      For a sale on a booking, the booking number with a link icon. Hovering the icon shows <em>
        Booking #20 collects the rental and these items in one payment
      </em>
      
      . A dash for a standalone sale.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Total
      </strong>
    </td>
    
    <td>
      What the client pays for the goods: the sale total minus returns.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Status
      </strong>
    </td>
    
    <td>
      The sale's state, see the table below.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Payment
      </strong>
    </td>
    
    <td>
      The sale's payment button. For a sale on a booking it is the booking's payment.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Actions
      </strong>
    </td>
    
    <td>
      A split button, see <a href="#row-actions">
        Row actions
      </a>
      
      .
    </td>
  </tr>
</tbody>
</table>

**Sorting:** click **No.**, **Date**, **Client**, **Booking**, **Total**, or **Status** to sort, and again to reverse. Without a chosen sort the newest sale comes first.

**Pagination:** 10 sales per page by default, with a counter such as *1-5 of 5*. Only the current page is loaded.

### Sale states

Every sale shows one state, decided in this order:

<table>
<thead>
  <tr>
    <th>
      State
    </th>
    
    <th>
      When
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      <strong>
        Cancelled
      </strong>
    </td>
    
    <td>
      The sale was cancelled. Its goods went back to stock.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Returned
      </strong>
    </td>
    
    <td>
      Everything on the sale was returned.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        On booking
      </strong>
    </td>
    
    <td>
      The sale belongs to a booking. The booking's payment covers it.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Paid
      </strong>
    </td>
    
    <td>
      A standalone sale with nothing left to pay.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Partly paid
      </strong>
    </td>
    
    <td>
      A standalone sale with some money received and a balance left.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Unpaid
      </strong>
    </td>
    
    <td>
      A standalone sale with nothing received yet.
    </td>
  </tr>
</tbody>
</table>

## Searching and filtering

Click **Filter**, pick a field, set its value, and click **Done**. Each active filter becomes a chip you can click to change or remove with its **×**. All filters combine.

<table>
<thead>
  <tr>
    <th>
      Filter
    </th>
    
    <th>
      How it works
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      <strong>
        Status
      </strong>
    </td>
    
    <td>
      Tick one or more states: Unpaid, Partly paid, Paid, On booking, Returned, Cancelled.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Sale type
      </strong>
    </td>
    
    <td>
      <strong>
        Standalone sales
      </strong>
      
       or <strong>
        On bookings
      </strong>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Date
      </strong>
    </td>
    
    <td>
      A from-to range, or a preset: <strong>
        Today
      </strong>
      
      , <strong>
        Tomorrow
      </strong>
      
      , <strong>
        This week
      </strong>
      
      , <strong>
        Next 7 days
      </strong>
      
      , <strong>
        This month
      </strong>
      
      , <strong>
        Last month
      </strong>
      
      . Days are counted in your organization's time zone.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Client
      </strong>
    </td>
    
    <td>
      Search for a client and pick one.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Total
      </strong>
    </td>
    
    <td>
      A minimum, a maximum, or both.
    </td>
  </tr>
</tbody>
</table>

The search, filters, sort, and page are part of the page address, so you can bookmark a view such as "unpaid sales this month" or send it to a colleague. With filters that match nothing, the table says *No sales match these filters* and offers **Reset filters**.

## Row actions

The pencil button and the menu next to it depend on the sale and on your permissions:

<table>
<thead>
  <tr>
    <th>
      Action
    </th>
    
    <th>
      When it is offered
    </th>
    
    <th>
      What it does
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      <strong>
        Edit items
      </strong>
      
       (pencil)
    </td>
    
    <td>
      A standalone sale that is not cancelled, for members with <strong>
        Allow selling items
      </strong>
      
      .
    </td>
    
    <td>
      Opens <code>
        /sales/{id}/edit
      </code>
      
      , see <a href="https://requiply.com/docs/en/guides/sales/sale-page#editing-the-items">
        Editing a sale
      </a>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Edit on booking
      </strong>
      
       (pencil)
    </td>
    
    <td>
      A sale on a booking, same conditions.
    </td>
    
    <td>
      Opens the booking's <strong>
        Sold items
      </strong>
      
       page, see <a href="https://requiply.com/docs/en/guides/bookings/sell-items">
        Sell items on a booking
      </a>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Open sale
      </strong>
      
       (eye)
    </td>
    
    <td>
      Instead of the pencil for members who can only view, or a cancelled sale.
    </td>
    
    <td>
      Opens the <a href="https://requiply.com/docs/en/guides/sales/sale-page">
        sale page
      </a>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Booking #N
      </strong>
    </td>
    
    <td>
      A sale on a booking.
    </td>
    
    <td>
      Opens the booking.
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Return items
      </strong>
    </td>
    
    <td>
      The client still holds some goods from the sale, for members with <strong>
        Allow selling items
      </strong>
      
      .
    </td>
    
    <td>
      Opens the return dialog, see <a href="https://requiply.com/docs/en/guides/sales/sale-page#returning-goods">
        Returns
      </a>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <strong>
        Cancel sale
      </strong>
    </td>
    
    <td>
      A standalone sale that is not cancelled, for members with <strong>
        Allow selling items
      </strong>
      
      .
    </td>
    
    <td>
      Asks <em>
        Cancel this sale?
      </em>
      
       and puts the goods back in stock.
    </td>
  </tr>
</tbody>
</table>

## Collecting a payment from the list

The **Payment** column shows the payment button of each standalone sale, for example **Pay in person**, in the color of its status. Click it to open the payment popover:

- **Status:** change the payment status, for example from **Pending** to **Completed** when the client paid at the counter.
- **Total:** the amount of that payment.
- For an online method, the **Payment URL:** with a copy button, **Open**, and **Generate payment link** or **Regenerate payment link**.
- **Change payment method**, to switch from pay in person to an online link or the other way round. LiqPay needs a client with an email: *LiqPay sends the invoice by email. Choose a client with an email*.

When a standalone sale has a balance but no open payment, for example after an edit, the column shows **Collect payment** instead. For a sale on a booking the button is the booking's payment, since the booking collects the goods together with the rental.

## Empty state

With no sales yet, the page says *No sales yet* and, for members who can sell, offers **New sale**.

## Common scenarios

### Chasing unpaid sales

Click **Filter → Status**, tick **Unpaid** and **Partly paid**, and click **Done**. Sort by **Total** to start with the largest amounts. Clients on these sales also carry the balance as debt on their [client page](https://requiply.com/docs/en/guides/clients/client-details).

### What did we sell today?

Click **Filter → Date → Today**. Add **Sale type → Standalone sales** to leave out goods sold on bookings.

### A client brings back an unopened memory card

Search for the client's name, open the row's menu, and pick **Return items**. Enter the quantity, keep **Back to stock** on, and confirm the refund amount.

## Tips and cautions

<note>

**Tip:** The sale number and the booking number are separate sequences. *Sale #3* and *Booking #3* are unrelated records.

</note>

<warning>

**Heads up:** A sale on a booking cannot be cancelled from here. Change it from the booking with **Sell items**, or cancel the booking, which also puts its goods back in stock.

</warning>


## Sitemap

See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.
