# Convert an Appointment to a Sale

### Convert an Appointment to a Sale

### Overview

This guide will help you convert a completed/allowed appointment into one sale and keep its source/status relationship.

Muhasib creates the sale and assigns the set up appointment conversion status. Sale effects include needed payment, stock, commission, tax, loyalty, and GL.

### Who can do this

You need access to Appointment view/conversion and POS Sale Add.

### Before you start

Confirm customer attendance, services/items delivered, staff, appointment status, deposit, prices/taxes, and stock.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Appointment Dashboard/Inquiry or POS appointment selection → Convert to Sale.

### Convert an Appointment to a Sale

#### Step 1: Select the exact appointment

#### Step 2: Confirm it is not already converted

#### Step 3: Choose conversion

#### Step 4: Review customer, actual lines/quantities, staff, price, tax, deposit/credit, and status

#### Step 5: Check out the resulting sale once

### Check your work

Compare and Confirm appointment/source link/status, sale, deposit/payment, staff commission, stock, customer ledger, and GL.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### If something goes wrong

- Check both appointment and Sale Inquiry after an uncertain result.

### Related guides

- [Create an Appointment](https://docs.muhasiberp.com/link/537)
- [Create a POS Sale](https://docs.muhasiberp.com/link/524)
- [Review the Appointment Inquiry](https://docs.muhasiberp.com/link/510)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Create an Appointment**](https://docs.muhasiberp.com/link/537).</div>