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The Sales module is your central hub for every customer-facing transaction. From issuing invoices and processing payments to managing customer accounts and tracking revenue, SmartPyme keeps your entire sales operation organized and auditable in one place.

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Creating a Sale

1

Open the New Sale form

Navigate to Sales → New Sale from the left sidebar.
2

Select or create a customer

Search for an existing customer by name, NIT, or phone number. If the customer is new, click + New Customer to create a record on the spot without leaving the sale.
3

Add products or services

Use the product search bar to add each line item. Enter the quantity and confirm or adjust the unit price. SmartPyme auto-populates the price from the product catalog.
4

Apply discounts

To apply a discount, click the % icon on any line item and enter a percentage, or apply a global discount to the entire sale at the bottom of the form.
5

Choose a payment method

Select one or more payment methods: Efectivo, Tarjeta, Transferencia, Cheque, or Crédito. For split payments, add multiple methods and assign an amount to each.
6

Save and issue the document

Click Save to post the sale and generate the invoice. SmartPyme updates your revenue totals, adjusts inventory, and records the customer’s balance automatically.

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Quotations

A quotation lets you send a price proposal to a customer before committing to a sale. To create a quote, go to Sales → Quotations → New Quotation. Fill in the customer, products, quantities, and prices exactly as you would for a sale. Set an expiry date so the customer knows how long the pricing is valid, then click Save & Send to share it via email or print it as a PDF. When the customer confirms, open the quotation and click Convert to Sale. SmartPyme carries over all line items, discounts, and customer details — no re-entry required.
Keep your quotation pipeline visible by filtering the Quotations list by status: Draft, Sent, Accepted, or Expired.

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Returns (Devoluciones)

Processing a sales return correctly keeps your inventory and revenue figures accurate.
1

Go to Returns

Navigate to Sales → Returns and click New Return.
2

Select the original sale

Search for the original invoice by number, date, or customer name and select it.
3

Choose items to return

SmartPyme loads all line items from the original sale. Check each item being returned and adjust the quantity if the return is partial.
4

Confirm and save

Click Process Return. Stock is added back to your warehouse and the customer’s balance is credited automatically.
You cannot process a return against a cancelled invoice. Verify the original sale is in Posted status before starting.

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Customer Management

Your customer directory gives you a complete picture of every account.
  • Add a customer — go to Customers → New Customer and fill in the name, NIT/DUI, address, email, and phone.
  • Edit a customer — open the customer record, click Edit, make your changes, and save.
  • View purchase history — inside any customer record, the History tab lists every sale, return, and payment, sortable by date.
  • Outstanding balance (CXC) — the Account Receivable tab shows the running balance, credit limit, and overdue days for each customer.
  • Import customers via Excel — go to Customers → Import, download the Excel template, fill in your customer list, and upload the file. SmartPyme validates each row before importing.
Use the 360° Customer View to see full history, loyalty points, and pending payments — all on one screen. Access it by clicking the 360° button inside any customer record.

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Payment Methods

SmartPyme supports the following payment methods out of the box:

Efectivo

Cash payments with automatic change calculation at the point of sale.

Tarjeta

Debit and credit card payments. Record card type and last four digits for reconciliation.

Transferencia

Bank transfers. Attach the transfer reference number for audit purposes.

Cheque

Cheque payments. Enter the cheque number, bank, and due date.

Crédito

Credit sales posted to the customer’s CXC balance with a configurable due date.
To add, rename, or disable a payment method, go to Settings → Payment Methods.

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Sales Reports and Exports

SmartPyme gives you real-time visibility into your sales performance.
  • Export to Excel — from the Sales list, apply your filters (date range, customer, seller, payment method) and click Export → Excel.
  • Daily summary — go to Reports → Daily Summary to see total sales, returns, and net revenue for any given day.
  • Cash cut (Corte de caja) — go to Reports → Cash Cut to generate an end-of-shift report showing totals by payment method, ideal for reconciling your cash drawer.
  • Sales by product — go to Reports → Sales by Product to identify your best and worst performers over any period.