# Sell with an invoice: add products, pick the customer, save and print

> Invoice mode on the Sell screen: a product field that takes a name or a barcode, lines, discount and customer, save, print or send, and switching to Fast.

Section: Selling · verified against the product on 2026-10-08

Canonical: https://dashingerp.com/en/help/sell-with-an-invoice

Invoice mode is for a structured sale: a named customer, lines with their units and prices, a note printed at the bottom. Open a shift first if none is open ([open a shift](/help/open-and-close-a-shift)).

## Steps

1. Open the "Sell" screen and press "Invoice" in the mode switch at the top. A new invoice has no number until it is saved: "New · numbered when saved".
2. Pick the customer from "Pick a customer or continue as guest", or press "Guest". If the customer has a standing discount, the invoice discount fills in by itself, and you can change it.
3. Add products in the "Type a product name or scan a barcode" field: scan the barcode and the item goes in at once, or type the first letters of the name and press Enter for the first suggestion. The same product again becomes ×2. The cursor stays in the field for the next item, and F3 brings it back there. To pick without typing, press "Browse products".
4. Edit a line in place: quantity, unit, price, and the discount as a percentage or an amount. The ✕ at the end of the line removes it.
5. Choose how the customer pays: "Cash", "Card", "Credit" or "Split". A note for the customer or an internal note goes in "Invoice notes (optional)".
6. Press "Save & print". An invoice with no lines is not saved, and the field says "Add at least one product first". To send it on WhatsApp or as a PDF, press "Send".

## What happens in the books

An invoice sale is booked like any sale from the till: the drawer or the card account debited, sales credited, and the cost taken out of stock in the base unit. A "Credit" sale is added to the customer's balance and shows in receivables. An invoice is never deleted after saving; a return is a reversing entry ([returns](/help/returns-with-and-without-receipt)).

## What the system does not do

- It does not spend loyalty points on an invoice; spend them in Fast mode.
- Switching to Fast does not carry the notes or an invoice discount other than the customer's standing one: the whole invoice is kept in Held sales, and you finish it from there.

## Common questions

**I typed a product name and nothing came up. What now?**

"No product matches" appears under the field, with "Browse products" beside it. The shop owner also sees a button to add it as a new product: type the price and press "Save and add to the invoice", and it is saved to your products and goes on the invoice. A cashier sees "Ask the shop owner to add it to the products." The search forgives Arabic spelling variants and Kurdish letters, and a one-letter typo is offered under "Did you mean:".

**I started the sale in Fast mode. Can I finish it as an invoice?**

Press "Invoice" at the top of the screen: the lines, quantities, discounts and customer come with you, at the same total. A sale that spends loyalty points is kept in Held sales instead, and the screen tells you.

## Other languages

- العربية: https://dashingerp.com/help/sell-with-an-invoice
- کوردی: https://dashingerp.com/ckb/help/sell-with-an-invoice

---

Dashing · https://dashingerp.com/en