Create a sale
1
Go to Sales → New Sale
From the side menu select Sales and then New Sale.
2
Select the customer
Search for the customer by name or ID. If they don’t exist, create them by clicking the + icon next to the selector.
3
Add products
Search for products by name, SKU, or barcode. When you select them the system automatically calculates prices and taxes.
4
Adjust the detail
Change quantities, apply line discounts or a global discount on the total. Add additional charges if applicable (freight, insurance, etc.).
5
Select the payment method
Choose Cash or Credit. If credit, indicate the term in days. Multiple payment methods can be combined.
6
Save
Click Save. The system transmits the electronic DTE automatically and deducts stock.
Document types
The available types depend on the branch’s country and on the user’s permissions. Each branch shows only the documents of its country:
Permissions by document type are also configured per country. See Users.
Advanced billing options
The Advanced billing options button on the sale form adds optional information to the document. The window is organized into tabs:
The detail of each option:
The sale summary also records:
Depending on the document type, additional data is requested: reason on the Delivery Note; export regime and incoterm on the Export Invoice.
Document currency
If the company has active foreign currencies, the form shows the Document currency selector with the current exchange rate, which you can replace with your own. The DTE is always issued in the country’s legal currency and reports stay in the base currency. See Multi-currency.Taxes on the sale
Each product has its tax treatment configured. The system automatically calculates and itemizes:
The summary at the bottom of the sale shows: subtotal by type, total taxes, and total to pay.
The taxes applied are those of the branch’s country: the VAT and withholdings configured for that country. Before issuing, the system validates that each tax on the document belongs to the branch’s country and that its effect is correct (a tax that adds cannot be used as a withholding, and vice versa); otherwise, it rejects the document with a clear message. A fixed 13 % is no longer used in every country.
Tax-inclusive prices
The branch option Final consumer invoice prices include tax (in Branch settings, Operation section) is off by default. It applies to:
When it is on, in New sale the price column becomes Unit price (with VAT): the price you enter already includes the tax and the net is calculated internally, so the total to pay is exactly the amount entered. For the other document types the price remains before tax.
The point of sale (POS) does not use this option yet.
Record a payment on a credit sale
1
Open the sale detail
Go to Sales, find the sale, and click it to open its detail.
2
Record payment
Click Record payment, enter the amount and the payment method. If the method is cash, in Funds destination you can choose a petty cash box (empty = general cash). Optionally indicate the collection’s Cost center (empty = the sale’s).
3
Save
The outstanding balance updates in real time. Repeat with each installment until the debt is settled.
Save as draft
The Save as draft button below the collection buttons saves the sale without issuing or collecting it. You pick it up again from Sales drafts.Register without transmitting
Administrators of El Salvador branches can record a sale without signing or transmitting it to the Ministry of Finance (Hacienda), when the feature is enabled for the business. It is a switch in Advanced billing options, Document tab (Register without transmitting section).- The sale is recorded and the system assigns it its own sequence number (1, 2, 3…): it does not consume DTE numbers.
- Optionally you can enter a manual seal, generation code, and control number.
- In the sales list it is identified with the Not transmitted tag.
Contingency mode
Go to the list of sales in contingency → select them → Process contingency.Download and print
From the sale detail you can:- Download PDF — invoice in standard format. The PDF uses the template of the branch’s country (each country has its own designs).
- Print ticket — sends directly to a thermal printer (ESC/POS).
Actions on an issued sale
From the sales list’s actions menu:Invalidate a DTE
1
In the sales list, open the actions menu and choose Invalidate DTE
2
Select the reason
- Error in the information of the document: indicate the DTE that replaces it.
- Rescind the operation carried out.
- Other: describe the reason.
3
Enter the name and document of who issues and who requests the cancellation
4
Confirm
The document moves to Invalidated status and appears in the Invalidations ledger.
S001 and P002), even if the branch code was later changed or the point of sale renamed. In the sales list, below the generation code, the document’s Point of sale is shown (for example M001P001).
Invalidate in Guatemala and the United States
In Guatemala and United States branches, invalidation is simple: the form asks only for the reason for invalidation (free text). There is no replacement document or data of who issues and requests the cancellation; that full form is specific to El Salvador (Hacienda). In the United States, voiding a document does not consume a sequence number or generate a new invoice.Guatemala
Payment method
When collecting in cash, the Invoice (FACT), Factura Cambiaria (FCAM), and Recibo de Anticipo (RANT) documents ask for the payment method, just like the invoice, CCF, and export in El Salvador. The collection buttons are Credit and Pay now.Without electronic invoicing or sale not transmitted
If the company has electronic invoicing disabled, or the sale was not transmitted, there is no document certified by SAT. In that case:- The PDF is generated with a local template from the sale’s saved data.
- The JSON and XML also come from the saved data. The XML is a simple conversion and is not certified by SAT.