Sales

Upload sales

Bring in many sales at once from an Excel sheet. Each row is one line of a sale; rows with the same invoice number become one sale. Customers are matched by phone number first, then by name, and you check every customer before anything is saved.

DateInvoice_NoItem_Name QuantityUnit_PriceCustomer_Name Customer_PhonePayment_TypeAmount_Received Transaction_ClassDiscount_AmountTax_Amount Bill_Group

Blue columns must be filled on every row. Leave Invoice_No blank and each sale is numbered for you, the same way New Sale numbers it. Write the customer's phone number in Customer_Phone — it is the surest way to find the right customer, even when two customers share a name. Leave the customer blank, or write cash, for a walk-in sale. Write General in Bill_Group to give every customer that invoice (dues, a monthly fee), or a customer group's name to give it only to that group.