Sales

Create sales, generate invoices, manage quotations and customers, and track payments. Keep your revenue pipeline organized.

Getting Started with Sales

1

Add your products

Go to Inventory and create the products you sell, including prices, descriptions, and stock quantities.

2

Add your customers

Navigate to Customers and create records for each of your buyers with their contact details and payment terms.

3

Create your first sale

Go to Sales and click "New Sale". Select a customer, add line items, and save.

4

Record a payment

Open the sale and click "Record Payment" to log the amount received and the payment method.

5

Review your reports

Check the Sales Reports section to see totals, outstanding balances, and trends over time.

Key Features

Sales & Invoicing

Create sales and generate professional invoices from them. Supports multiple currencies, tax rates, and customizable templates.

Quotations

Prepare quotes for potential sales and convert accepted quotations into orders with one click.

Customer Management

Maintain a complete customer database with contact information, payment terms, credit limits, and transaction history.

Payment Tracking

Record payments against sales, track outstanding balances, and manage multiple payment methods.

Returns & Refunds

Process returns and refunds for returned goods or billing corrections. Credit notes are linked to the original sale for a complete audit trail.

Recurring Invoices

Automate repetitive billing by setting up recurring invoices on a daily, weekly, monthly, or yearly schedule.

How-To Guides

Create a Sale
Go to Sales and click "New Sale". Select a customer, add line items with quantities and prices, then choose the applicable tax rate. Review the totals and click "Save". An invoice is generated automatically from the sale, which you can then print, download, or share via WhatsApp.
Add a Customer
Navigate to Customers and click "Add Customer". Fill in the customer name, email, phone number, and billing address. Set their default payment terms and credit limit if applicable. Click "Save" to create the record.
Record a Payment
Open the sale you want to record payment for and click "Record Payment". Enter the amount received, select the payment method (cash, bank transfer, mobile money, etc.), and add any reference number. The sale status updates automatically when fully paid.
Create a Return/Refund
Open the original sale and click "Create Return/Refund". Select the items being returned or adjusted, enter the quantities and reason. The credit note will be linked to the original sale and can be applied to future purchases.
Use the Point of Sale
Navigate to POS to open the point-of-sale terminal. Search or scan products to add them to the cart, adjust quantities, apply discounts if needed, then select a payment method and complete the sale. A receipt is generated automatically.

Tips & Best Practices

  • Set default payment terms on each customer to save time when creating sales.
  • Use quotations for large or custom orders so the customer can approve before you create the sale.
  • Review your Aged Receivables report weekly to follow up on overdue payments before they become difficult to collect.
  • Enable recurring invoices for subscription or retainer clients to automate your billing cycle.

Frequently Asked Questions

Can I edit a sale after it has been created?
You can edit draft sales freely. Once a sale is finalized, you should create a return/refund to correct it rather than editing it directly, which preserves a proper audit trail.
How do I handle partial payments?
Record each payment as it comes in. The system tracks the remaining balance automatically and marks the sale as "Partially Paid" until the full amount is received.
Can I share invoices with customers?
Yes. Open the sale and use the WhatsApp sharing button to send the invoice directly to the customer. You can also download the PDF and share it via email or other channels.
How do I apply a discount to a sale?
You can add a line-item discount by entering a percentage or fixed amount on each line, or apply an overall discount at the sale level before saving.