# Make a sale

> Open Sales → New sale, scan or type each product, set quantities, pick the customer if there is one, press Proceed, take the payment, print. A bill or a tax invoice, paid now or on credit.

- Product: NegoBill V5 (https://negobill.com)
- Section: Sales
- Works on: web app (app.negobill.com), Android app, iOS app
- You need: Sale permission
- Updated: 2026-09-26
- Page: https://negobill.com/help/make-a-sale

## Steps

1. Open Sales → New sale. The cursor is in the product search.
2. Scan a barcode, or type any word of the product name or the model it fits, and press Enter on the product. The line modal opens: quantity, price, batch if the store sells by batch, the model it is for. Enter adds the line.
3. Repeat for every item. Fix a quantity or a price in the row itself.
4. Pick the customer (type a name or phone in Customer) if the sale is on credit, needs a tax invoice, or you want it on their account. Walk-in sales need no customer.
5. Press Proceed. Choose how it is paid: Cash, UPI, card, or Pay later for a credit sale. Enter the amount received; change is worked out.
6. Choose the paper: receipt, A4 or half A4, Bill or Tax Invoice. Print, or Share the link on WhatsApp.

## Tips

- Enter is the fast path: search, Enter, quantity, Enter, next. A cashier bills without touching the mouse.
- A quotation, estimate or proforma is made from the same screen (Pre Sale) and converted to a sale later.
- Every sale remembers the counter, the cashier and the batches it took stock from.

## Questions

**Can I print first and record the payment later?**
Yes. A walk-in sale can be saved unpaid and the payment recorded from the sale preview when the money comes.

**Can I give a discount?**
Per line in the line modal, or an overall discount spread across the lines before Proceed.

**How do I cancel or edit a sale?**
Open the sale from Sales: Edit changes the lines and re-posts the books; Cancel reverses it. Returns are recorded against the sale.