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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.