New invoice
1
Go to Sales → New invoice
2
Select the document type and the customer
Search for the customer by name. For over-the-counter sales use the generic customer; you can type the recipient’s name that will appear on the document.
3
Add products
Search for them by name or code, or tap Scan product to read the barcode with the camera. You can edit the product text that will appear on the document.
4
Add the payment
Select the payment method and the amount. You can combine several payment methods or mark the sale as credit with its credit days.
5
Advanced options (optional)
Concept, description and attachments.
6
Issue
The document is transmitted to the Ministry of Finance (Hacienda) and sent to the customer’s email.
View an invoice
In Sales, search for the invoice or use Advanced filters (dates, minimum and maximum amount). The detail shows the products, taxes, payments and the DTE data (generation code and reception stamp). From there:Void an invoice
Enter the reason (for example, incorrect information or rescinding the transaction), the replacement document when applicable, and the details of who requests and who issues the cancellation.Point of sale
The point of sale (More → Point of sale) is designed for quick checkout at a branch, even on handheld POS terminals.1
Add products by tapping them in the catalog or scanning the barcode
2
Adjust price or discount (optional)
- Price: change it for this sale only or turn on Save to database to update the product’s price.
- Discount: by percentage or fixed amount, per unit or on the total.
3
Select customer and document type
Final consumer invoice (FC) or Tax credit (CCF).
4
Charge
Enter the cash received to calculate the change, or combine payment methods.
5
Print the ticket