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

# Manage Sales, Invoices, and Customers in SmartPyme

> Create sales, issue invoices, manage customer accounts, process returns, and track revenue — all from the SmartPyme sales module.

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.

## Creating a Sale

<Steps>
  <Step title="Open the New Sale form">
    Navigate to **Sales → New Sale** from the left sidebar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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.

<Tip>
  Keep your quotation pipeline visible by filtering the Quotations list by status: **Draft**, **Sent**, **Accepted**, or **Expired**.
</Tip>

***

## Returns (Devoluciones)

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

<Steps>
  <Step title="Go to Returns">
    Navigate to **Sales → Returns** and click **New Return**.
  </Step>

  <Step title="Select the original sale">
    Search for the original invoice by number, date, or customer name and select it.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm and save">
    Click **Process Return**. Stock is added back to your warehouse and the customer's balance is credited automatically.
  </Step>
</Steps>

<Warning>
  You cannot process a return against a cancelled invoice. Verify the original sale is in **Posted** status before starting.
</Warning>

***

## 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.

<Tip>
  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.
</Tip>

***

## Payment Methods

SmartPyme supports the following payment methods out of the box:

<CardGroup cols={3}>
  <Card title="Efectivo" icon="money-bill" href="help/faq">
    Cash payments with automatic change calculation at the point of sale.
  </Card>

  <Card title="Tarjeta" icon="credit-card" href="help/faq">
    Debit and credit card payments. Record card type and last four digits for reconciliation.
  </Card>

  <Card title="Transferencia" icon="arrow-right-arrow-left" href="help/faq">
    Bank transfers. Attach the transfer reference number for audit purposes.
  </Card>

  <Card title="Cheque" icon="money-check" href="help/faq">
    Cheque payments. Enter the cheque number, bank, and due date.
  </Card>

  <Card title="Crédito" icon="clock" href="help/faq">
    Credit sales posted to the customer's CXC balance with a configurable due date.
  </Card>
</CardGroup>

To add, rename, or disable a payment method, go to **Settings → Payment Methods**.

***

## 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.