Jane's Guide Here's all the help you need to use Jane.

Selling a Product

So you’ve added products to your inventory, and now you want to sell them. Seems like a logical sequence of events! If you’ve not yet created your products, it would be a good idea to check out this Guide Document on Creating a Product first.

This guide will cover topics like how to sell a product to a patient or client without an appointment and how to add a product sale to an existing appointment. In Jane, there are three ways to sell a product, so let’s go over each.

Scenario 1: The client is in for an appointment, and you would like to add the product to their appointment invoice.

Scenario 2: You want to sell a product to a patient without booking them in for a visit.

Scenario 3: A customer walked into the office and would like to purchase a product, but they don’t have an account.

Scenario 1: Adding products from the Appointment panel

When you arrive an appointment, you can click on the dropdown beside the “Pay” button and click “Add Items” button to add products for your patients (one, multiples or a whole bunch!).

Add products and multipliers. Choose to attach them to a practitioner or not.

All of the items will be on a single payment screen and included on a single receipt! cue celebratory dance

Scenario 2: You want to sell a product to a patient without booking them in for a visit.

To start, you’ll want to head over to the Patient or Client’s Profile, and then click on the Billing tab. To the right, you’ll then click on the blue New Purchase button to the right of the screen:

When you start a new purchase, you can type in the name of your product and Jane will show you a list of all matching products and their prices — starting a purchase can also be a great way to quickly look up the price of a product:

Finally, adjust the Purchase Date if this was purchased on a day other than the current date, enter the name of the Staff Member selling the product (if necessary), and adjust the quantity.

You can hit the blue Receive Payment button to collect payment right then and there! (Or click on the blue Save button to save it for a rainy day and process that payment later on)

Image showing the spots to edit

For more information on how certain dates in Jane affect reports, you can read more on Working with Purchase, Invoice, Received At and Applied At Dates for more details (and even a recorded video 🤩)

Bonus tip💡: If the patient or client is not paying for the appointment right away and your clinic is using Jane Payments, you can send them a Pay Balance Reminder

Scenario 3: New customer without an account.

If you click on the Billing Tab, and click on New Sale…you can sell a product here too (our developers really DO think of everything!)

If this is for an existing patient, you can enter their name. If this is a walk-in, click New Patient!

Now, you’re not really required to take in much information from this patient, however a profile is required in order to make the sale.

If they really do not want to share their information you could just make a fake profile. Otherwise, all you really need is the patient’s name, and an email address if they want their receipt emailed.

And then…add a staff member and multipliers if necessary and receive the payment!

Check out our guide on The Inventory Report, Product Price Lists and Calculating Retail Revenue for more details on how Jane tracks inventory levels.

Alright, go get’em tiger!

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