Use New sale to record a sale for a customer. Use a manual grant only for an approved exception, such as service recovery, or when your business allows you to record money already collected outside Naayya.
- Open the customer’s detail page and select New sale.
- Choose the pack or pass. Check that you have the right customer and product.
- If you are using Manual grant or migration entry, set the credit amount and expiry only when needed. A custom expiry includes the whole selected day in the business time zone shown beside the date.
- Add the payment or support reason and relevant details. For a cash payment, choose the payment method the sale flow offers and record the date and amount you collected.
- Complete the sale, then confirm the purchase appears under Packs and passes in Access.
If the online payment failed#
Confirm the payment status before granting access. Help the customer retry, or use the approved manual sale flow after they pay another way. Record what happened in the sale or adjustment details.
If an intro purchase was refunded#
Review the payment and the customer’s pass before making a change. If a refund or a one-time offer prevents the customer from buying again, follow your business policy and contact support instead of adding a duplicate pass.
If a customer cannot use an existing pack, check its coverage before creating another.