# How to set sales settings in Snad

To set sales settings in Snad ERP, open **Sales**, then **Settings**. Switch options in **General settings**, **Sales settings** and **Payment methods**, and set a **Default customer**. Each switch saves the moment you flip it, so there is no Save button.

## Before you start

- The Sales app in your plan, and permission to view sales settings for your user.
- To set a default customer, add the customer first ([how to add a customer](https://www.snad.io/en/guide/create-customer)).
- To change any switch you need permission to update sales settings ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)). Without it the page is read-only.

## Steps

1. **Open the general settings.** Choose **Sales**, then **Settings** in the sidebar. In **General settings** flip what you want, and pick a **Default customer** if you like ([add a customer](https://www.snad.io/en/guide/create-customer)). [Details](https://www.snad.io/en/guide/sales-settings#adv-general)

   ![The general settings card in Snad sales settings with the product info switches and the default customer field](https://www.snad.io/images/guide/sales-settings/general-en.webp)

   Image key: (1) Switches for what product info shows · (2) The **Default customer** field

2. **Set the selling rules.** In **Sales settings**, choose what a sale may do: sell stock that isn't there, price below cost, or end in a loss. Also set the [return](https://www.snad.io/en/guide/create-sales-refund) window. [Details](https://www.snad.io/en/guide/sales-settings#adv-rules)

   ![The sales settings card with the switches for selling without stock, below cost, showing profit and the return window](https://www.snad.io/images/guide/sales-settings/sales-en.webp)

   Image key: (1) **Allow sale if quantity is unavailable** · (2) **Allow sale if product price is less than cost** · (3) **View invoice profit** · (4) **Allow order returns within a specified period (days)**

3. **Choose the payment methods.** In **Payment methods**, turn on the methods you accept and off the ones you don't use. Then pick the **Default payment method** every new invoice opens with. [Details](https://www.snad.io/en/guide/sales-settings#adv-payment)

   ![The payment methods card with the six method switches and the default payment method field](https://www.snad.io/images/guide/sales-settings/payment-en.webp)

   Image key: (1) The six payment method switches · (2) The **Default payment method** field

4. **Add preset notes.** In **Preset item notes**, type a phrase you often write on invoice lines, then press **Add**. You can keep up to 20 notes. [Details](https://www.snad.io/en/guide/sales-settings#adv-notes)

   ![The preset item notes card with its text field and the Add button](https://www.snad.io/images/guide/sales-settings/notes-en.webp)

   Image key: (1) The note text field · (2) The **Add** button

5. **Turn on WhatsApp sending.** In **Auto-send to customers**, turn on **Send invoices**, **Send quotations** or **Send credit notes**. The documents reach the customer over WhatsApp. [Details](https://www.snad.io/en/guide/sales-settings#adv-whatsapp)

   ![The auto-send to customers card with switches for invoices, quotations and credit notes](https://www.snad.io/images/guide/sales-settings/whatsapp-en.webp)

   Image key: (1) **Send invoices** · (2) **Send quotations** · (3) **Send credit notes**

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| Product quantity not available | **Allow sale if quantity is unavailable** is off, and a line's quantity is more than the warehouse [stock](https://www.snad.io/en/guide/stock-reports). | Lower the quantity on the invoice, or turn the switch on if you want to sell without stock. |
| Product price is less than the cost | **Allow sale if product price is less than cost** is off, and a line is priced below its cost. | Raise the price of the line named in the message, or turn the switch on. |
| The invoice cannot be sold at a loss | **Allow sale when invoice is at a loss** is off, and the invoice's net profit is negative. | Change the prices or the discount until the profit is zero or more, or turn the switch on. |

## Advanced details

### What the general settings do

The switches for cost price, wholesale price, distribution price, product discount and all warehouses decide what the product info window shows inside invoices.

The **Default customer** is picked automatically on a new sales invoice, quotation and sale order, and you can still change it on each document ([quotation](https://www.snad.io/en/guide/create-sales-quote), [sale order](https://www.snad.io/en/guide/create-sale-order)).

There is also a **Remove watermark** switch for [printouts](https://www.snad.io/en/guide/print-settings), and a button that sets whether product price and cost include [tax](https://www.snad.io/en/guide/tax-settings). Change the second with care, since it changes how prices are entered.

Locking or unlocking the date field on new documents is a switch in the organization's [general settings](https://www.snad.io/en/guide/general-settings).

### What the selling switches change

The first three switches act when you create a [sales invoice](https://www.snad.io/en/guide/create-sales-invoice). With one off, Snad refuses to save the invoice and shows a message. With it on, the invoice saves.

**View invoice profit** shows the profit in the invoice summary. Hiding out-of-stock products only removes them from the pickers, and doesn't block a sale.

On a sales return, if the invoice is older than the return window in days, the form is disabled and a warning shows.

### Payment methods and the default method

The six methods are **Cash**, **Card**, **Transfer**, **On credit**, **On account** and **Check**. A method that is off shows disabled on payment forms, with a message that it is not enabled.

To take card payments from your customers, see [connect the payment gateway](https://www.snad.io/en/guide/payment-gateways).

New documents open with the default method. Press **Clear** to remove it, so the user picks a method every time.

### Preset notes

You add a note with one tap from the item note editor in sales and POS. The limit is 20 notes, and a duplicate note is refused.

### WhatsApp sending conditions

Snad sends the document to the customer when it is created ([send documents on WhatsApp](https://www.snad.io/en/guide/messaging-channels)), as long as the customer's phone number is on file. Add the number on the customer page ([how to add a customer](https://www.snad.io/en/guide/create-customer)).

POS has two matching switches in [POS settings](https://www.snad.io/en/guide/pos-settings).

## Common questions

### How do I set sales settings in Snad?

Open **Sales**, then **Settings**, and flip the switches in the cards. Each switch saves as soon as you flip it, with no Save button.

### How do I make a customer appear on the invoice automatically?

In **General settings**, pick a **Default customer**. That customer shows on every new sales invoice, quotation and sale order.

### Why won't Snad save my invoice?

One of the **Sales settings** switches may be off: quantity unavailable, price below cost or a loss. Read the message, then change the invoice ([how to create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice)) or the switch.

### Can I turn a payment method off?

Yes. In **Payment methods**, turn the method's switch off and it shows disabled on payment forms.

### Why can't I change the switches?

Changing them needs permission to update sales settings. Ask your account admin to grant it in [roles and permissions](https://www.snad.io/en/guide/roles-permissions).

## Read next

- [Create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) — Create a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales.
- [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.
- [Set sales goals](https://www.snad.io/en/guide/sales-goals) — Set a sales goal in Snad: pick what it covers, the target and the period, turn on auto renew if you want it, save, then follow its progress.
- [Add a salesman](https://www.snad.io/en/guide/add-salesman) — Add a salesman in Snad: enter the name and discount limit, link a user account, add a commission rule and save. Five short steps with screenshots.
- [Create a role and set its permissions](https://www.snad.io/en/guide/roles-permissions) — Create a role in Snad and choose what its holders can see and do in each group, then assign it to users. Six short steps with screenshots.
- [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.
- [Snad sales software](https://www.snad.io/en/sales) — Invoices, quotations and sale orders in one place.

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

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

---
## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
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> Snad is a private commercial business-management platform. It is not a
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