• Tutorials

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    • Getting Started
    • O2VEND Store
      • My Stores
        • Create Store
      • My Account
        • My Profile
        • Manage Billing
        • Support Desk
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Quotation
      • Sales Order
      • Purchase Order
      • ActiveCarts
    • Vouchers
      • Sales
        • Manage Sales
        • Create Sales Invoice
        • Cancel Sales Invoice
        • How to create GDN(Goods Delivered Note)
        • How to add lot for products in GDN
        • How to view sales details
      • Purchase
        • Manage purchase
        • Create Purchase Invoice
        • Cancel purchase Invoice
        • How to create GRN(Goods Received Note)
        • How to add lot for products in GRN
        • How to print a barcode label in purchase
        • How to view purchase details
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
      • Journal
      • Contra
    • Inventory
      • Manage Stocks
      • Stock History
      • Print Barcode Label
      • Delivery Challan
      • Receipt Challan
      • Goods Entries
      • Stock Transfer
      • Stock Take
    • Catalog
      • Set Up Products
        • General
        • Variations
        • Attributes
        • Stock Levels
        • Pricing
        • SEO
      • Product Categories
      • Product Brand
      • Product Option
      • Attributes
      • Attributes Group
      • Product Templates
      • Price List
      • Bulk Product Price update
      • Bulk Product Updates
    • Communication
      • Communication
    • Accounting Master
      • Master
    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
        • Sales Order Pending Item Report
        • Purchase Order Pending Item Report
        • Sales Order Pending Item Summary
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Reordering Stock Summary
        • Stock Valuation Summary
      • Products
        • Sold Product Categories
        • Category Product Return
        • Product Sale Summary
        • Product Seasonal Demand
      • Pos Reports
        • Cash Register Summary
        • Current Cash Registers
      • Sales/Purchase Reports
        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
        • Receipt Report
        • Sales Items Summary
        • Daily Settlement Report
      • Account Reports
        • Ledger
        • Cash Book
        • Day Book
        • Sales Books
        • Purchase Books
      • Miscellaneous Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
        • OutStanding Report
        • Gross Profit Report
        • GSTR-1 Report
      • Financial Reports
        • Balance Sheet
        • Profit And Loss Report
        • Trial Balance
    • Settings
      • Settings
      • Store Settings
        • Business Details
        • Tax Classes
        • Tax Rates
        • Operating Countries
        • Operating State or Province
        • Return Rule
      • Users
        • User Role Management
          • Set Up Employee Roles
          • Ecommerce
          • Point Of Sale
          • Back Office
          • Sales App
        • customers
        • Supplier
        • vendors
        • Customer Groups
        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
        • Reward Points
        • Coupons
        • Benefits
        • Affiliate
      • Point Of Sale
        • Quick Add Buttons
        • Print Settings
        • Payment Methods
        • Delivery Settings
      • Web Store
        • Themes
        • Theme Data
        • Shipping Methods
        • Payment Methods
        • Currency
        • Reviews
        • Review Replies
        • Zones
      • Web Store Content
        • Site Pages
        • Site Menus
          • Main Menu
          • Site Menus
        • Home Page Components
        • Page Header
        • News Categories
        • News
        • News Letter Subscription
      • Stock Settings
        • Unit Of Measure
        • Location
        • Delivery Zones
        • Unit Of Measure Conversions
        • Stock Levels
        • Branches
        • Sub Location
        • Print Barcode Label Settings
      • Account
        • Financial Year
        • Voucher Numbering
    • Features
      • General
      • POS
      • Webstore
      • Integration
    • Profile
      • My Profile
    • Manage Physical Stores
      • Login
      • Sales Bill
        • Manage sales orders
        • How to add products to a customer's shopping cart
        • How to apply discounts/coupons
        • How to search products in Sales Screen
        • How to add products quickly to the Cart
        • How to add serial and lot number
        • How to Print sales bills in POS
      • Receive Payments (Receipts)
      • Delivery
      • Invoice Receipts
      • Manage Cash Register
      • Reprint
      • Dashboard
      • POS Offline
      • Stock Transfer
    • O2VEND App
      • Install O2VEND App
      • Home
      • Customers
      • Orders
      • Products
      • Receipts
      • Stock Movement
    • Webhooks
      • Webhook
      • Examples of JSON format data via webhook
      • Testing webhook

    Create an invoice

    Go to the Back Office, click Voucher and select the sales. Then Click Create Sales Invoice in the top right corner or use the shortcut key Alt+F8 easy to open the create sales invoice screen.

    Customer Information

    Enter the name of the customer and the contact information. This information will appear on sales invoices print.

    Address

    Click + symbol, the address section will open. Update the customer address in this field.

    Invoice

    Select any payment method cash or credit.

    Cash

    The seller or the admin receiving the full amount of cash from the buyer. Choose the invoice method name is cash in the Invoice field.

    credit

    The seller or the admin received the partial or pending payment, choose the invoice method name is credit. This type of Invoice generally used against Online Payment through Payment Gateway. for example ( google pay, Paytm etc.. )

    Receipts

    If selected the invoice method name is credit, the receipts tab will have appeared. If an online payment method was used for the order, choose payment method names like a bank or online payment and set Amount to the invoice.

    Adjust Advances

    Adjust the adavnce paid against the created invoice. Click adjust advance button enter the amount then click OK.

    Deliver From

    Select the warehouse of the products want to delivered. Shipment is created after click Save button. If not select none option.

    Customer

    Search the customer name who can want to placed invoice.

    Tip

    Click Alt+C - Create a customer at the customer section.

    Credit Days

    If select payment method name is credit, credit days will appeared. The credit days is the number of days that a customer is allowed to wait before paying an invoice.

    Transport

    Select the transport name like van, bus or auto etc.

    Referrence

    Reference numbers are commonly used to identify items for a particular customer, admin can enter the reference number of incomplete or new orders for the specific customer.

    Receipts

    Add the payment method customer paid for this orders.

    Goods issue

    The Goods issued items are displayed in this goods issue tab.

    Note

    Entered order note are displayed in order note tab.

    History

    The updated order status are displayed in the order history tab.

    Product

    Search the product customer want to buy. This field allows to add and edit the products. When adding the products it fills the product details in all the field.

    Tip

    Click Alt+C - Create a product at the product section.

    Quantity

    Enter the minimum or maximum quantity of the product want to sell.

    Units

    Units of Measure (UOM) are used to define the measurement of the items.

    Price

    The product price is updated in this field. It allows to edit or change the price of the products.

    Discount

    Enter the discount amount on this field.

    Total Amount

    It shows the total amount of products. The total amount is reduced when the product has a discount.

    Steps to Create Sales

    1. Click Create Sales button in the top right corner.
    2. Enter the customer name in the customer search box. The available customer list will show the search dropdown related on search.
    3. Select the customer name, then the customer-related information will fill automatically.
    4. After selecting the customer name enter to fill billing address, shipping address
    5. Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related on search.
    6. Order Summary will show at the end of the page. Kindly check the Order summary before saving the order.
    7. Finally, Click the top right corner Save or click Ctrl+S button to create order.
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