Sale
A sale records what was sold and connects the commercial event to its payments.
A Sale is the commercial record of an exchange between a merchant and a customer. It answers what was sold, independently of how the customer paid.
A Sale can contain business details such as:
- Items and quantities
- Taxes, discounts, and tips
- Customer information
- The sales channel, device, or location
- The total amount and payment state
A Sale can exist before payment, be paid by one or more Transactions, or use a payment method that does not require a SumUp Checkout. This makes a Sale broader than a payment record.
How Sales, Checkouts, and Transactions Relate
Section titled “How Sales, Checkouts, and Transactions Relate”Use these terms to describe different parts of the same flow:
- Sale: what the customer is buying
- Checkout: the request or session used to collect an amount
- Transaction: the recorded outcome of a payment attempt or later financial operation
flowchart LR
Sale["Sale<br/>Items, taxes, discounts, customer"]
Checkout["Checkout<br/>Amount, currency, payment flow"]
Attempt["Payment attempt<br/>Online or in person"]
Transaction["Transaction<br/>Financial outcome"]
Events["Later events<br/>Refund, chargeback, payout"]
Sale -->|Amount to collect| Checkout
Checkout -->|Process online or start on a reader| Attempt
Attempt -->|Creates a record| Transaction
Transaction -.->|Updates the payment state| Sale
Transaction --> Events
The exact relationship depends on the integration. For example, a merchant can split one Sale across multiple payments, while an online purchase commonly uses one Checkout to create one successful Transaction.