---
description: >-
  Track your sales by channel preventing overselling and ensuring inventory
  accuracy.
---

# Sales

## On this page

* [**Add a Sale Manually**](#add-a-sale-manually)
* [**Create an Invoice**](#create-an-invoice)
* [**Add Custom Notes to Invoices**](#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.

<figure><img src="https://3543283458-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MThGJ81q_PpmQnGp-RV%2Fuploads%2FnYOU4zaheRADSEQCdT4H%2FScreenshot%202023-04-21%20at%2012.22.34%20PM.png?alt=media&#x26;token=725a9ed1-4d71-4a6e-aea2-6f56691e512f" alt=""><figcaption></figcaption></figure>

4. Select your **Customer** or create a new customer.
5. Click **Next**.
6. Add the **Products** and quantity you sold and additional sales details.

<figure><img src="https://3543283458-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MThGJ81q_PpmQnGp-RV%2Fuploads%2FQZsYJaJanBzenwzyozUu%2FScreenshot%202023-04-21%20at%2012.29.54%20PM.png?alt=media&#x26;token=79b33a3e-8214-41ba-9f87-e4f242b5a97c" alt=""><figcaption></figcaption></figure>

7. Click **Next**.
8. Choose how you want to prepare this sale and click **Create.**

<figure><img src="https://3543283458-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MThGJ81q_PpmQnGp-RV%2Fuploads%2FOMMMQm2vgvJ92T8N8n0u%2FScreenshot%202023-04-21%20at%2012.29.32%20PM.png?alt=media&#x26;token=6d70d516-5d7d-4e75-bc74-a7cdb1f3d470" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Inventora also syncs any sales that come through from your shops.
{% endhint %}

## 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.

<figure><img src="https://3543283458-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MThGJ81q_PpmQnGp-RV%2Fuploads%2FnxNuTKTGMyYp0pCa7drP%2FScreenshot%202023-04-21%20at%201.14.18%20PM.png?alt=media&#x26;token=667bd0f6-8ebf-4dc8-9b93-95339b18eba3" alt=""><figcaption></figcaption></figure>

6. Click **Create.**
7. Click on **Open Invoice** to view your invoice or click **Done**.

{% embed url="https://www.youtube.com/watch?index=10&list=PLbudzP0hh4rSCzp1BVFmeKjdIABABplBn&v=cgZGepWmQ8g" %}

{% hint style="info" %}
**Footer Notes** will be added to the bottom of each invoice.
{% endhint %}

## 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.

<figure><img src="https://3543283458-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MThGJ81q_PpmQnGp-RV%2Fuploads%2FVWJUbXQGLOK13J3bFs9C%2FScreenshot%202023-04-21%20at%201.47.26%20PM.png?alt=media&#x26;token=1d317a48-5e10-4689-897e-22822420de60" alt=""><figcaption></figcaption></figure>

4. Generate an Invoice in order to see how the information you added looks.
5. Click **Save**.

{% hint style="info" %}
**Footer Notes** can be edited before creating each invoice.
{% endhint %}

{% embed url="https://www.youtube.com/watch?index=26&list=PLbudzP0hh4rSCzp1BVFmeKjdIABABplBn&v=g1gDhQWWia8" %}

