Overview

The Sales App at https://sales.digit-tally.io is your complete solution for managing customer relationships, creating invoices, generating receipts, and handling credit notes. This guide provides an overview of all Sales App features.

What is the Sales App?

The Sales App is a dedicated micro-frontend application for managing all sales-related activities in your business. It provides tools to:

• Create and manage invoices for products and services
• Generate payment receipts for customer payments
• Issue credit notes for refunds or corrections
• Maintain a comprehensive customer database
• Track sales performance and analytics
• Monitor outstanding receivables and overdue invoices

[SCREENSHOT: Sales App dashboard at https://sales.digit-tally.io]

Accessing the Sales App

From Main Dashboard

1. Navigate to https://app.digit-tally.io
2. Click the Sales App workspace card
3. Or click App Menu > Sales

Direct Access

Navigate directly to: https://sales.digit-tally.io

Workspace Context

Ensure the correct workspace is selected before accessing the Sales App. All data shown is specific to the active workspace.

Sales App Dashboard

The Sales App dashboard provides a comprehensive overview of your sales activities.

Dashboard Sections

Key Metrics:

• Total revenue (current month)
• Number of invoices created
• Outstanding receivables
• Number of active customers
• Average invoice value
• Payment collection rate

[SCREENSHOT: Sales App key metrics cards]

Revenue Chart:

• Monthly revenue trends (6 or 12 months)
• Bar or line graph visualization
• Comparison with previous periods
• Export options (PNG, PDF, Excel)

[SCREENSHOT: Revenue trend chart]

Invoice Status Breakdown:

• Draft invoices
• Sent/pending invoices
• Paid invoices
• Overdue invoices
• Partially paid invoices
• Cancelled invoices

[SCREENSHOT: Invoice status donut chart]

Recent Invoices:

• Last 10 invoices created
• Quick status view
• One-click actions (view, edit, send)
• Filter and search options

[SCREENSHOT: Recent invoices list]

Top Customers:

• Customers ranked by purchase volume
• Total sales per customer
• Number of invoices
• Last purchase date

[SCREENSHOT: Top customers widget]

Sales App Navigation

The Sales App uses a sidebar navigation menu for easy access to all features.

Sidebar Menu Structure

Section	Subsections	Description
Dashboard	-	Sales overview and analytics
Invoices	All, Draft, Sent, Paid, Overdue	Invoice management
Receipts	All Receipts, Generate New	Payment receipt management
Credit Notes	All, Pending, Applied	Credit note management
Customers	All Customers, Add New	Customer database
Products & Services	Products, Services, Categories	Product catalog management
Reports	Sales Reports, Customer Reports	Detailed sales analytics
Settings	Invoice Settings, Tax Settings	Sales-specific configuration

[SCREENSHOT: Sales App sidebar navigation menu]

Key Features

1. Invoice Management

Create, send, and track invoices for your customers.

Invoice Types:

• Product Invoices - For physical goods with inventory tracking
• Service Invoices - For services without inventory
• Mixed Invoices - Combination of products and services
• Recurring Invoices - Automated recurring billing (e.g., subscriptions)

Invoice Features:

• Professional invoice templates
• Automatic invoice numbering
• Custom invoice prefixes per workspace
• Multiple currency support (NGN default)
• VAT calculation (7.5% standard rate)
• Withholding Tax (WHT) calculation
• Discount options (percentage or fixed amount)
• Payment terms configuration
• Due date calculations
• Notes and terms conditions

[SCREENSHOT: Invoice creation interface]

Invoice Actions:

• Send via email
• Download as PDF
• Print invoice
• Share via WhatsApp
• Duplicate invoice
• Convert to receipt
• Edit before sending
• Mark as paid
• Record partial payment
• Void or cancel

2. Receipt Generation

Generate professional receipts for customer payments.

Receipt Features:

• Link to specific invoices
• Multiple payment methods (bank transfer, cash, card, cheque)
• Automatic receipt numbering
• Custom receipt templates
• Payment reference tracking
• Email delivery
• PDF download

Receipt Types:

• Full payment receipts
• Partial payment receipts
• Advance payment receipts
• Refund receipts

[SCREENSHOT: Receipt generation form]

3. Credit Note Management

Issue credit notes for refunds, returns, or invoice corrections.

Credit Note Features:

• Link to original invoices
• Partial or full credit amounts
• Reason tracking
• Automatic invoice adjustment
• Customer notification
• Credit note numbering
• PDF generation

Common Use Cases:

• Product returns
• Service cancellations
• Pricing errors
• Damaged goods
• Customer goodwill gestures
• Early payment discounts (post-invoice)

[SCREENSHOT: Credit note creation form]

4. Customer Management

Maintain a comprehensive database of all your customers.

Customer Information:

• Customer name and business details
• Contact person
• Email address and phone number
• Physical address
• Tax identification number (TIN)
• Customer type (individual or business)
• Payment terms
• Credit limit
• Custom fields

Customer Features:

• Customer history (all invoices, receipts, payments)
• Outstanding balance tracking
• Customer statements
• Customer aging reports
• Communication history
• Custom notes and tags
• Customer segmentation
• Import/export customer data

[SCREENSHOT: Customer database list view]

5. Product & Service Catalog

Manage your offerings for quick invoice creation.

Product Management:

• Product name and description
• SKU/product code
• Unit price
• Cost price
• Stock quantity (if inventory enabled)
• Product categories
• Product images
• Tax settings (VAT inclusive/exclusive)
• Multiple units of measure

Service Management:

• Service name and description
• Service rate
• Service categories
• Billable hours tracking
• Service tax settings

[SCREENSHOT: Product catalog management]

Quick Invoicing

Maintaining a product/service catalog dramatically speeds up invoice creation. Add items once and reuse them across all invoices.

Sales Reports

Access detailed analytics and reports to understand your sales performance.

Available Reports

Report	Description	Use Case
Sales Summary	Total sales by period	Monthly/quarterly review
Invoice Aging	Overdue invoices by age	Collections management
Customer Aging	Outstanding balance per customer	Identify slow payers
Sales by Customer	Revenue per customer	Identify top customers
Sales by Product	Revenue per product/service	Identify bestsellers
Sales by Category	Revenue per category	Category performance
Payment Collection	Payment vs issued invoices	Cash flow analysis
VAT Report	VAT collected and payable	Tax filing preparation

[SCREENSHOT: Sales reports dashboard]

Report Features

• Date Range Selection - Custom date ranges or presets
• Export Options - PDF, Excel, CSV formats
• Email Scheduling - Automated report delivery
• Chart Visualizations - Graphs and charts for visual analysis
• Drill-Down - Click to view detailed transactions
• Comparison Views - Compare with previous periods

Invoice Workflow

Understanding the complete invoice lifecycle.

Invoice Statuses

Draft → Sent/Pending → Paid
  ↓         ↓           ↓
Edit    Reminder    Receipt
  ↓         ↓           ↓
Delete   Overdue   Credit Note

Status Definitions:

Status	Meaning	Next Action
Draft	Invoice created but not sent	Edit and send
Sent	Invoice sent to customer	Wait for payment
Pending	Invoice is due	Send reminder
Overdue	Payment past due date	Follow up
Partially Paid	Part payment received	Record balance
Paid	Fully paid	Generate receipt
Cancelled	Invoice voided	No action

[SCREENSHOT: Invoice status workflow diagram]

Payment Methods

Track how customers pay their invoices.

Supported Payment Methods

• Bank Transfer - Direct bank transfers (most common in Nigeria)
• Cash - Cash payments
• Card Payment - Debit or credit card
• Cheque - Cheque payments
• Mobile Money - Mobile payment platforms
• Online Payment - Payment gateway integration (coming soon)

Payment Tracking:

• Payment method
• Payment date
• Reference number
• Bank account credited
• Payment notes

[SCREENSHOT: Payment recording form]

Tax Management

Handle Nigerian tax requirements within the Sales App.

VAT (Value Added Tax)

Default Rate: 7.5% (configurable)

VAT Options:

• VAT inclusive pricing
• VAT exclusive pricing
• VAT exempt items
• Zero-rated items

VAT Reporting:

• VAT collected report
• VAT payable to FIRS
• VAT return preparation

Withholding Tax (WHT)

Common WHT Rates:

• 5% for contracts
• 10% for professional services
• 2.5% for rent

WHT Features:

• Automatic WHT calculation
• WHT certificate generation
• WHT reports for remittance

[SCREENSHOT: Tax settings configuration page]

Nigerian Tax Compliance

Digit Tally is designed to comply with Nigerian tax regulations. VAT and WHT calculations follow FIRS guidelines.

Invoice Customization

Personalize invoices to match your brand.

Customization Options

Invoice Template:

• Multiple template designs
• Color scheme customization
• Logo placement
• Font selection

Invoice Fields:

• Custom invoice prefix (e.g., "INV", "SI", "LAGOS-INV")
• Starting number configuration
• Custom field addition
• Terms and conditions
• Payment instructions
• Bank account details display

Branding:

• Company logo
• Business colors
• Footer customization
• Signature image

[SCREENSHOT: Invoice template customization interface]

Mobile Sales App

Manage sales on the go with the mobile-optimized interface.

Mobile Features

• Create invoices from phone/tablet
• View customer information
• Record payments
• Generate receipts
• Send invoices via WhatsApp
• Take photos for product catalog
• Access sales reports
• Offline mode (coming soon)

[SCREENSHOT: Mobile Sales App on phone screen]

Mobile Invoicing

Create invoices on-site with customers for immediate delivery. No need to return to the office.

Integration Features

Connect the Sales App with other Digit Tally apps.

Cross-App Integration

With Accounting App:

• Automatic journal entries for invoices
• Revenue recognition
• Account receivables tracking
• Financial report integration

With Suppliers App:

• Track profitability (sales vs costs)
• Inventory management (products)

With Payslip App:

• Sales commission calculations
• Revenue for target tracking

[SCREENSHOT: Integration flow diagram]

Quick Actions

Access frequently used features quickly.

Global Quick Actions

Press Ctrl/Cmd + N or click + New button to:

• Create new invoice
• Add new customer
• Generate receipt
• Issue credit note

Invoice Quick Actions

Hover over any invoice in the list to reveal:

• View
• Edit
• Send/Resend
• Download PDF
• Record Payment
• Generate Receipt
• Duplicate
• Delete

[SCREENSHOT: Invoice quick actions on hover]

What's Next?

Explore specific Sales App features in detail:

• Create Invoice - Step-by-step invoice creation guide
• Add Customer - Learn how to build your customer database
• Generate Receipt - Create professional receipts
• Create Credit Note - Issue credit notes and refunds

Getting Started

Start by adding a few customers to your database, then create your first invoice. Once you're comfortable with basic invoicing, explore advanced features like recurring invoices and custom templates.