# How to create a sales invoice in Snad

To create a sales invoice in Snad ERP, open **Sales**, then **Invoice**, and press **Create invoice**. Pick the customer, add products with **Add product**, and check the quantity and price. Choose the **Payment method**, then press **Save**. The saved invoice page opens.

## Before you start

- A Snad account, with the Sales app in your plan.
- Permission to create sales invoices for your user.

## Steps

1. **Open the invoice screen.** In the sidebar, choose **Sales**, then **Invoice**, and press **Create invoice** above the invoice list. [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-shortcuts)

   ![The Snad sales invoice list with the Create invoice button above it](https://www.snad.io/images/guide/create-sales-invoice/nav-en.webp)

   Image key: (1) **Invoice** in the sidebar · (2) The **Create invoice** button

2. **Pick the customer.** Click the **Customer** field, type part of the name, and pick it from the list. Not there? Press **Add** in the same list and [create it](https://www.snad.io/en/guide/create-customer) without leaving the invoice. [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-new-customer)

   ![The customer field open on the sales invoice, with search, results and the Add button](https://www.snad.io/images/guide/create-sales-invoice/customer-open-en.webp)

   Image key: (1) Search by customer name · (2) The matching customer · (3) **Add** for a new customer

3. **Check the invoice details.** **Invoice type** starts on **Tax invoice**; check the **Date**. If the **Branch**, **Warehouse** and **Salesman** fields show, pick their values ([branches](https://www.snad.io/en/guide/add-branch), [warehouses](https://www.snad.io/en/guide/add-warehouse), [salesmen](https://www.snad.io/en/guide/add-salesman)). [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-tax-or-simplified)

   ![A new Snad sales invoice form before any products are added](https://www.snad.io/images/guide/create-sales-invoice/form-en.webp)

   Image key: (1) **Invoice type** · (2) The invoice **Date**

4. **Add the products.** Press **Add product**, search by name or barcode, tick the [products](https://www.snad.io/en/guide/create-product) you need, then press **Apply**. [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-new-product)

   ![The Add products window on the sales invoice with two products ticked](https://www.snad.io/images/guide/create-sales-invoice/picker-en.webp)

   Image key: (1) Search by name, number, SKU or barcode · (2) A ticked product · (3) The **Apply** button

5. **Set quantity and price.** On each line, enter the **Quantity** and check the **Price**. A discount on one product goes in that line's **Product discount**. [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-discount)

   ![Product lines on the sales invoice with quantity and price fields](https://www.snad.io/images/guide/create-sales-invoice/lines-en.webp)

   Image key: (1) **Quantity** · (2) **Price** · (3) Line menu: product info, notes, remove

6. **Choose the payment method.** Under **Payment method**, choose **Cash**, **Card**, **Transfer** or **On credit**, and check the **Total** in the **Summary** ([tax setup](https://www.snad.io/en/guide/tax-settings)). [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-on-credit)

   ![The payment method card and the totals summary on the sales invoice](https://www.snad.io/images/guide/create-sales-invoice/payment-en.webp)

   Image key: (1) Payment methods · (2) **Summary**: tax and **Total**

7. **Save the invoice.** Press **Save**, or **Save & print** to print it right away. The saved invoice page opens next. [Details](https://www.snad.io/en/guide/create-sales-invoice#adv-after-save)

   ![The Save and Save & print buttons at the top of the sales invoice form](https://www.snad.io/images/guide/create-sales-invoice/save-en.webp)

   Image key: (1) The **Save** button · (2) The **Save & print** button

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| Pick a product first | The invoice has no products. | Add at least one product with **Add product**. |
| Enter a quantity · Enter a price | A line has no quantity or no price. | Fill the missing value on the flagged line. |
| Select a payment method | No payment method is chosen. | Choose **Cash**, **Card**, **Transfer** or **On credit**. |
| Enter a due date | You chose **On credit** without a due date. | Set the **Due date** below the payment methods. |
| Product quantity not available | The quantity is more than the product's [stock](https://www.snad.io/en/guide/stock-reports) in the chosen warehouse. | Lower the quantity, pick a warehouse that has stock, or [transfer stock](https://www.snad.io/en/guide/stock-transfer) to it. |
| Product price is less than the cost · The invoice cannot be sold at a loss | The price after discount is below the product cost. | Raise the price or lower the discount. |

## Advanced details

### Create a customer from the customer field

You don't need to leave the invoice to add a new customer. Open the **Customer** field and press **Add** at the bottom of the list.

A short form opens. Only **Name** is required, with at least 3 characters. The rest is optional, including **Phone**, **Email**, **Tax ID**, **Credit limit** and **Address**.

Press **Save**. The new customer is selected on the invoice right away, and you carry on where you stopped.

The **Add** button shows only to users allowed to create customers. For the full customer record, use the [customers page](https://www.snad.io/en/guide/create-customer).

![The add customer form opened from the customer field on the sales invoice](https://www.snad.io/images/guide/create-sales-invoice/customer-dialog-en.webp)

Image key: (1) **Name** (required) · (2) **Phone** (optional) · (3) The **Save** button

### Create a product from the Add products window

Product not there? Press the **+** button next to search in the **Add products** window. The **New product** form opens.

**Product name** is required, with at least 3 characters. Next to it are **Price**, **Cost**, **Quantity**, **Unit of measurement**, **Category**, **Brand** and **Barcode**.

Press **Save** and the product shows ticked in the window. Then press **Apply** to add it to the invoice.

The **+** button shows only to users allowed to create products. For the full product record, use the [products page](https://www.snad.io/en/guide/create-product).

![The New product form opened from the Add products window on the sales invoice](https://www.snad.io/images/guide/create-sales-invoice/product-dialog-en.webp)

Image key: (1) **Product name** (required) · (2) The **Save** button

### Selling on credit with a due date

Choose **On credit** under **Payment method**, and a **Due date** field appears below it. Set the day the customer pays.

Saving stops without this date, with the message “Enter a due date”.

Follow what the customer owes in the [customer statement](https://www.snad.io/en/guide/customer-statement), and record the payment with a [receipt voucher](https://www.snad.io/en/guide/create-receipt-voucher).

![On credit selected as the payment method, with the due date field showing](https://www.snad.io/images/guide/create-sales-invoice/on-credit-en.webp)

Image key: (1) **On credit** · (2) **Due date**

### Discounts and extra charges

There are two kinds of discount: on one product, in that line's **Product discount**, and on the whole invoice, in **Discount** inside the **Summary**.

The invoice discount needs a **Salesman** on the invoice, and it can't exceed that salesman's discount limit ([add a salesman](https://www.snad.io/en/guide/add-salesman)).

**Extra charge** in the **Summary** adds an amount to the total, such as a delivery fee.

For a discount by code typed on the invoice, see [create a discount code](https://www.snad.io/en/guide/create-coupon); for a gift card balance, see [gift cards](https://www.snad.io/en/guide/gift-cards).

### Tax invoice or simplified invoice

Choose **Tax invoice** when you sell to a business, and **Simplified invoice** when you sell to an individual consumer. This is how ZATCA e-invoicing splits invoices.

The ZATCA link is covered on the [Snad e-invoicing page](https://www.snad.io/en/zatca), and its steps in [connect e-invoicing with ZATCA](https://www.snad.io/en/guide/zatca-integration).

### A quotation or sale order instead of an invoice

The **Type** field at the top of the form starts on the sales invoice. Change it to **Quotation** or **Sale order** to create either one with the same form.

Each has its own steps: [create a quotation](https://www.snad.io/en/guide/create-sales-quote) and [create a sale order](https://www.snad.io/en/guide/create-sale-order).

![The Type list open on the sales form: invoice, quotation and sale order](https://www.snad.io/images/guide/create-sales-invoice/source-en.webp)

Image key: (1) Document types

### Reference, notes and attachments

In **Notes and attachments**, you write the invoice **Reference**, such as the customer's purchase order number, add **Notes**, and edit the **Customer address**.

You can attach up to 10 files, each up to 10 MB.

### After saving: print and edit

After saving, the invoice page opens. Print, edit or [send it to the customer on WhatsApp](https://www.snad.io/en/guide/messaging-channels) from there. Set how it prints in [print settings](https://www.snad.io/en/guide/print-settings) and the [print template](https://www.snad.io/en/guide/print-template-builder).

Afterwards, follow the customer's account in the [statement](https://www.snad.io/en/guide/customer-statement) and record a payment with a [receipt voucher](https://www.snad.io/en/guide/create-receipt-voucher).

For goods coming back, [create a sales return](https://www.snad.io/en/guide/create-sales-refund); to record their delivery, [create a delivery note](https://www.snad.io/en/guide/create-delivery-note).

An invoice already sent to ZATCA can't be edited or deleted, so its edit and delete buttons disappear.

You can print the [customer review](https://www.snad.io/en/guide/customer-reviews) QR code on the invoice, and review all your invoices in the [sales invoices report](https://www.snad.io/en/guide/sales-reports).

![A saved sales invoice page in Snad](https://www.snad.io/images/guide/create-sales-invoice/saved-en.webp)

Image key: (1) Print

### Keyboard shortcuts and barcode

The keyboard cuts the most repeated steps ([keyboard shortcuts](https://www.snad.io/en/guide/keyboard-shortcuts)):

- `Alt + N` on the invoice list: **Create invoice**.
- `Alt + A` on the form: **Add product**.
- `Ctrl + S` (`⌘ + S` on Mac): **Save**.
- The command palette, `Ctrl + K`: type “Create new invoice” from any screen.
- AI Mode: ask for the invoice in chat, and it prepares a draft you review and confirm ([run operations with AI Mode](https://www.snad.io/en/guide/ai-mode-actions)).
- Barcode reader: scan a product while the form is open, and its line is added to the invoice.

### No Create invoice button?

The button shows only to users allowed to create sales invoices. Ask your Snad account admin to grant it ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).

If you see “This app is not included in your plan”, Sales is outside your current plan ([manage your subscription](https://www.snad.io/en/guide/manage-subscription)).

If your user is tied to a branch, warehouse or salesman, those fields are hidden on the form and filled with your values.

## Common questions

### How do I make a tax invoice in Snad?

Open **Sales**, then **Invoice**, and press **Create invoice**. Keep **Invoice type** on **Tax invoice**, add the customer, products and payment method, then press **Save**.

### Can I edit an invoice after saving it?

Yes, from the invoice page, as long as it hasn't been sent to ZATCA. After it is sent, edit and delete disappear.

### Do I need to create the customer before the invoice?

No. Press **Add** inside the **Customer** field and [create it](https://www.snad.io/en/guide/create-customer) with just a name. It is selected on the invoice right away.

### How do I sell on credit?

Choose **On credit** under **Payment method**, then set the **Due date** that appears below it.

### Why won't Snad accept the invoice discount?

The invoice discount needs a **Salesman**, and it can't exceed that salesman's discount limit.

## Read next

- [Add a customer](https://www.snad.io/en/guide/create-customer) — Add a customer in Snad: name, phone, address, tax details and payment terms, then save. Five short steps with screenshots, plus the Excel import.
- [Add a product](https://www.snad.io/en/guide/create-product) — Add a product in Snad: pick the type, enter the name, price, cost and stock, then organize and save it. Eight short steps with screenshots.
- [Create a receipt voucher](https://www.snad.io/en/guide/create-receipt-voucher) — Create a receipt voucher in Snad: pick the receiving account and the paying accounts, enter the amounts and payment method, then save. Six short steps.
- [Create a sales return](https://www.snad.io/en/guide/create-sales-refund) — Create a sales return in Snad: pick the invoice, set the quantity to return, check the total and save. Six steps with screenshots, plus partial returns.
- [View a customer statement](https://www.snad.io/en/guide/customer-statement) — View a customer statement in Snad: pick the customer, read the balance aging, set the period, then print, export or send it. Five steps with screenshots.
- [Set sales settings](https://www.snad.io/en/guide/sales-settings) — Set sales settings in Snad: default customer, selling at a loss, payment methods, preset notes and WhatsApp sending. Five steps with screenshots.
- [Snad sales software](https://www.snad.io/en/sales) — Invoices, quotations and sale orders in one place.
- [E-invoicing and ZATCA](https://www.snad.io/en/zatca) — How Snad invoices link to the Fatoora platform.
- [Free invoice generator](https://www.snad.io/en/tools/invoicing/invoice-generator) — One invoice without an account, as a PDF.

[Open this screen in Snad](https://app.snad.io/dashboard/sales/invoice/create)

- **URL:** https://www.snad.io/en/guide/create-sales-invoice
- **Last reviewed:** 2026-11-04

---
## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
Commercial registration: 7038154642
VAT number: 310959226500003
Only official domain: snad.io
> Snad is a private commercial business-management platform. It is not a
> government body, not a bank, and not a government services portal, and it
> is not affiliated with any government entity. Any site or app with a
> similar name is unrelated to Snad.