Add sales

In the New Sale screen, you can enter information about sales you make to your customers.

1. Do one of the following.

   • In the Sales screen,

     To open the Sales screen, click Sales in the navigation panel.

     For more information, see Sales.

     click  New Sale.
   • In the Customers screen,

     To open the Customers screen, click Customers in the navigation panel.

     For more information, see Customers.

     click New Sale for the applicable customer.
   • In the customer activity screen,

     To open the customer activity screen, click a customer record in the Customers screen.

     For more information, see customer activity.

     click New Sale.

2. Enter the required information.

   Notes

   • If the customer, product, or service you want to select is not in the list, click Add to enter the customer, product, or service. When finished, click Save.
   • If you add a customer, you can have OnBalance automatically complete several fields in this screen. Click the Obtain data from the AFIP registry button, and enter the customer CUIT number. The application will verify your customer registration and import all of the information from AFIP into the new customer form.
   • The address information will not display in the New Customer screen you opened, but you will see the information in the customer activity screen.

   • If the query does not obtain results, you will need to manually enter the information for the new customer. The query may not obtain results for the following reasons.

     • AFIP is blocking the customer's registration proof.
     • The ID entered is not a CUIT. The ID is probably a CUIL.
     • The ID entered is not active.
     • The customer is not active in VAT or a simple taxpayer. You will have to select the customer's VAT status.
     • AFIP Web Service is not currently working.

3. Optional: If you want to issue an eInvoice for the sale, mark the E-Invoice checkbox.

   Notes

   • You need a valid Digital Certificate to issue eInvoices. At the prompt, click Start Request, or from the company setup menu, choose Sales Options and click Submit in the E-Invoices section, to start the request for a new certificate or to update an existing certificate if it has expired.
   • In order to issue eInvoices, you must define an electronic Point of Sale in the Sales Options screen or click Add in the Sales Point field to enter the information from this screen.
   • If you include only products in the invoice, you do not need to enter a Period Start Date or a Period End Date. You must include these dates only if you include at least one service in the invoice.

   If you want to register an invoice from a manual point of sale or register eInvoices issued through another system, mark the Register Invoice checkbox.

4. Optional: If you want to accept online payments for the sale, mark the Accept Mercado Pago Payments checkbox.

   Notes

   • If you mark the Accept Mercado Pago Payments checkbox, the payment applied will be for the total amount of the invoice, so you cannot add payments to the sale. Move to step 6.
   • When you save the invoice, you will be prompted about sending the link for payment to your customer. If you click OK, the application sends an email message with the link to your customer; if you click Cancel, the application will not send the link from the invoice.

5. Optional: If you want to enter a comment for a specific product or service or for products or services in general, click Add Comment in the Product / Service Name section.

   Notes

   • The comment will now be associated with this invoice.
   • OnBalance saves and displays the comments in the order in which you enter them on the invoice.
6. If you received an amount toward the sale, click Payments, and enter information to apply the payment.

7. Optional: If you need a duplicate copy of the invoice or an invoice with similar terms, click the Copy button to create a copy of the information as an additional invoice, and then change the information, such as customer, date or due date, or service, if necessary.

   You will see the duplicate invoice in the Sales screen.

8. Click Save to continue entering sale information, or click Save & Close to close this screen and send the invoice later.

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