Sales & Customers overview

The Point of Sale is where you sell face to face at the counter. The Sales section is the back-office side of the same story: the customers you sell to, and the documents that record and correct those sales — invoices, credit notes, exchanges and more.

Use the POS for a fast walk-in sale. Come to Sales when you need to raise a proper invoice for a customer, give money back with a credit note, or manage a customer account and its balance.

Screenshot pendingRoute /dashboard, any demo tenant

Sales lives in the main app alongside your dashboard and catalog — separate from the POS register.

POS sale or an invoice?

Both create a real sales record. Pick by how you work:

Use the…	When you…
POS register	Sell over the counter, take payment now, print a receipt. Fast, touch-first, works offline.
Invoice	Bill a named customer, itemise carefully, allow payment later (on account), or e-mail a tax invoice.

A POS sale can still be tied to a customer for loyalty, credit and history — so the two live side by side.

What's in this section

Guide	What it's for
Customers	Customer accounts, contact details, credit balance and history
Invoices	Raise, edit and get paid on customer invoices
Credit notes	Give money or credit back for a return
Debit notes	Charge a customer more after an invoice was issued
Exchanges	Record a swap — items out and a trade-in back
Advance payments	Take a deposit up front, adjust it against the final bill
Discounts & coupons	Set up the discounts and coupon codes staff apply at checkout

How the documents relate

Next steps

• Customers
• Invoices
• Making a sale at the POS