Sales & Invoicing

The Sales module drives the entire commercial relationship with the customer, from the price proposal through to collection. Each document generates the next one: an accepted quote becomes a purchase order, the goods go out on a delivery note, then the invoice materializes the receivable. At each conversion, Swifto automatically carries the lines forward and updates the remaining quantities — so that no line is ever delivered or invoiced twice.

Left-hand side menu: Sales. The submenu groups the dashboard, quotes / proforma invoices, purchase orders, delivery notes, invoices, payments received, credit notes and declarations.

The standard cycle chains four documents. You can start at any step — a direct sale creates the delivery note or invoice directly — but the natural order guarantees the best traceability. At each conversion, Swifto carries the lines forward and calculates the remaining quantities.

The cycle's four documents

The sales invoice automatically calculates the amount excl. tax, the VAT by rate, the fiscal stamp duty and, where applicable, the withholding tax. Swifto complies with Tunisian taxation: configurable VAT rates, stamp duty on invoices, withholding tax deducted on payment for the parties concerned.

Tax components of an invoice

Once the invoice is issued, the module tracks the remaining to collect. You record payments (cash, cheque, bank transfer, bill of exchange), manage customer advances using the "reserve + drawdowns" model, combine several methods in a multi-payment, and process credit notes in case of returns.

Collection tools

From the quote to the collection of the receivable:

flowchart LR
  D([Quote / Proforma]):::s --> C[Customer purchase order]:::p
  C -->|remaining to deliver| L[Delivery note]:::p
  L -->|remaining to invoice| F[Sales invoice]:::p
  L --> ST[(Stock decremented)]:::st
  F -->|remaining to collect| E([Payment received]):::ok
  E --> TR([Journal / Treasury]):::ok
  F -.->|return| AV([Sales credit note]):::ko
  classDef p fill:#EFF6FF,stroke:#2563EB,color:#1E3A8A;
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef st fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Indicative matrix — depends on the profiles defined in your company.