Sales

Track your sales by channel preventing overselling and ensuring inventory accuracy.

On this page

• Add a Sale Manually

• Create an Invoice

• Add Custom Notes to Invoices

Add a Sale Manually

1. From your dashboard, make sure you select Sales on the sidebar to access your Sales page.

2. In the upper right corner click on Add Sale.

3. Enter your Sales Type, along with the date and time.

1. Select your Customer or create a new customer.

2. Click Next.

3. Add the Products and quantity you sold and additional sales details.

1. Click Next.

2. Choose how you want to prepare this sale and click Create.

Inventora also syncs any sales that come through from your shops.

Create an Invoice

1. From your dashboard, make sure you select Sales on the sidebar to access your Sales page.

2. Click on the Sale you want to create an invoice for.

3. On the sales card details, select the [...]

4. Click on Create Invoice.

5. Add the invoice date, due date and footer note.

1. Click Create.

2. Click on Open Invoice to view your invoice or click Done.

Footer Notes will be added to the bottom of each invoice.

Add Custom Notes to Invoices

1. On the left sidebar, click on your Business Name.

2. Visit Settings and scroll down to the Invoices section at the bottom.

3. Edit the information that is shown to the customer on an invoice that is generated with Inventora.

1. Generate an Invoice in order to see how the information you added looks.

2. Click Save.

Footer Notes can be edited before creating each invoice.