> ## Documentation Index
> Fetch the complete documentation index at: https://docs.filexpress.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales and Point of Sale

> Electronic invoicing and quick checkout from the app

## 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:

| Action | Description |
| - | - |
| **Share PDF** | Sends the PDF via WhatsApp, email or another app on the phone. |
| **Resend email** | Sends the DTE again to the customer's email. |
| **Print ticket** | Prints on the default Bluetooth thermal printer. |
| **Void invoice** | Cancels the DTE with Hacienda. |

### 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.

> [!WARNING]
>
> To sell at the point of sale you must have an **open cash register**. See [Cash register](https://docs.filexpress.app/en/docs/app/caja.md).

**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**

## Bluetooth printer

In **More → Settings** you choose the **default Bluetooth thermal printer** and print a **test ticket**. You also choose the catalog view (tiles or list).


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