What the Sales tab is for
The Sales tab is the area inside a folder where your outgoing sales invoices live. It is a separate workspace from your purchases, so the documents you issue to customers stay grouped together and follow their own processing flow.
Use the Sales tab when your sales invoices are created in another system and you want Datamolino to capture the data so it can be reviewed and exported. The processing steps - data capture, review, and export - work the same way as for purchases, but the contact role and document type are different.
👉 How is the Sales tab different from Purchases?
The Sales tab holds documents you have issued to your customers. Purchases holds documents you have received from your suppliers. The two are kept apart because they map to different document types in your accounting software and use different contact roles (customer vs. supplier) for automation matching.
How to open the Sales tab
Open the folder you want to work in, then click the 1 - Sales tab in the folder navigation. The Sales tab sits alongside the other subfolder tabs inside the folder.
Importing sales invoices by email
There are two ways to make sure a sales invoice lands in the Sales subfolder when importing by email.
Option 1 - Use the Sales prefixed address
Your Sales subfolder has its own dedicated email address with a sales. prefix. Anything sent to that address goes straight to Sales automatically, with no subject line changes needed.
Option 2 - Use the universal address with a subject tag
If you are forwarding to the universal folder address, add @SALES to the subject line of the email.
👉 Can I upload files directly instead of emailing?
Yes. The standard import button on the folder works for sales documents too.
Status tabs and what they mean
The Sales tab is split into status tabs so you can see at a glance which invoices need attention and which are ready to move on. Click a status tab to filter the list to documents in that state.
Ready: Datamolino has finished capturing the data and the invoice is ready to be reviewed or exported.
Needs Review: Something on the invoice needs your attention - for example file is unsupported or is a data duplicate.
Export Failed: The export attempt did not complete. Open the invoice to see the error and try again.
What is captured on a sales invoice
For sales documents, the following data is captured
CUSTOMER: The customer the invoice was issued to. For sales invoices, the contact is matched as a customer rather than a supplier.
INVOICE NO.: The invoice number as captured from the document.
PURCHASE NO.: The purchase order number, if one was captured.
CURRENCY: The currency is read from the invoice by default (default can be changes in supplier automation)
ISSUE DATE: The date the invoice was issued.
DUE DATE: The date the invoice is due to be paid.
THE SUMS: Net, Tax and Totals - as they appear on the invoice
Moving a document between Sales and Purchases
If a sales document lands in purchases by mistake - you can move it to the correct tab without re-uploading the file.
Open the document, or select it from the list.
Click the three-dot menu.
Choose the option to switch the document between Sales and Purchases.
The document moves immediately. Its status resets so Datamolino can re-process it as the correct document type, matching against the right contact role (customer for Sales, supplier for Purchases).
👉 Will the captured data be kept after the switch?
The file stays the same, but because the contact role changes (customer vs. supplier) and the document type changes, the document is re-processed and matched against the contact list relevant to the new tab.