---
title: "Making a Sale"
slug: "making-a-sale"
updated: 2026-08-07T20:01:39Z
published: 2026-08-10T20:04:11Z
canonical: "help.idibilling.com/making-a-sale"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Making a Sale

To make a sale:

1. Login to the system.
2. From the Application menu, select POS Front Office > Make Sale. This displays the customer search window.

**(Show picture)**

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65738(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A06Z&se=2026-11-14T11%3A51%3A06Z&sr=c&sp=r&sig=jmXatwZo3C6cOpSdWBfwBemgKJssXcRAbBAVVSscICY%3D)
3. Enter the Customer information and click **Search.**

> [!NOTE]
> Note
> 
> If an existing customer is found, the information is displayed.

Select to perform a quick sale.

**Proceed As Quick Sale**

Quick Sale is a exchange of physical inventory or a POS service in exchange for tender.
4. Select **Create New Customer**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34275(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A06Z&se=2026-11-14T11%3A51%3A06Z&sr=c&sp=r&sig=jmXatwZo3C6cOpSdWBfwBemgKJssXcRAbBAVVSscICY%3D)
5. Enter the appropriate Customer Information. (More)
6. Click **Next.** This displays the Retail Discount window.
7. Click **Next.** This displays the Credit Check window. [See Performing a Credit Check](http://To perform a credit check: From the Make Sale Wizard - Credit Check window, verify Skip Credit Check is unchecked. Verify the credit check information and click Submit to process the request. Note: The Finish button is grayed out until the check is done. Access to Experian's system is for authorized users and only for permissible purpose access. Unauthorized access is prohibited under the Fair Credit Reporting Act and punishable by $2500 and/or 1year in Federal person per occurrence. Click Clear to clear the fields and enter different credit information. OR Click Reset to reset return the blank fields back to the original information displayed.) for additional information.
8. At this point, you may choose to skip the credit check or not. See for additional information.

**Requesting a Credit Report**

You can request a credit report in one of four ways:

  - [From the Customer Window](/v1/docs/from-the-customer-window)
  - [From the Application Menu](/v1/docs/from-the-application-menu)
  - [From a Credit Report Search](/v1/docs/from-a-credit-report-search)
  - [From an Open Report](/v1/docs/from-an-open-report)