Sales

The Sales section provides a streamlined process for handling transactions, issuing invoices, and managing credits.

Sales Process

Create a Sale

Follow these steps to complete a sale:

1. Select Product — Choose the product(s) from the inventory.

2. Add Quantity — Specify the quantity for each selected product.
3. Select Customer — Choose a registered customer from the list. If the customer is not registered, select Cash Customer.

4. Select Currency and Payment Method — Specify the currency and choose the preferred payment method.
5. Click “Pay” — Finalise the sale and fiscalise the transaction.

6. Print Invoice — A fiscalised invoice will be automatically printed.

View Fiscalised Invoices

Access a detailed list of all fiscalised invoices in the system for record-keeping and review.

Create a Credit Note

Issue credit notes for fiscalised invoices using the following steps:

1. Select the invoice you want to credit.
2. Click the Credit Note button.

3. Specify the quantity to credit.
4. Provide a reason for the credit.

5. Click Pay to fiscalise the credit note.

Reprint Invoices and Credit Notes

Reprint documents when needed by selecting the invoice or credit note and clicking the Reprint button.