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.
Enter the name of the customer and the contact information. This information will appear on sales invoices print.
Click + symbol, the address section will open. Update the customer address in this field.
Select any payment method cash or credit.
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.
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.. )
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 the adavnce paid against the created invoice. Click adjust advance button enter the amount then click OK.
Select the warehouse of the products want to delivered. Shipment is created after click Save button. If not select none option.
Search the customer name who can want to placed invoice.
Click Alt+C - Create a customer at the customer section.
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.
Select the transport name like van, bus or auto etc.
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.
Add the payment method customer paid for this orders.
The Goods issued items are displayed in this goods issue tab.
Entered order note are displayed in order note tab.
The updated order status are displayed in the order history tab.
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.
Click Alt+C - Create a product at the product section.
Enter the minimum or maximum quantity of the product want to sell.
Units of Measure (UOM) are used to define the measurement of the items.
The product price is updated in this field. It allows to edit or change the price of the products.
Enter the discount amount on this field.
It shows the total amount of products. The total amount is reduced when the product has a discount.
Steps to Create Sales
- Click Create Sales button in the top right corner.
- Enter the customer name in the customer search box. The available customer list will show the search dropdown related on search.
- Select the customer name, then the customer-related information will fill automatically.
- After selecting the customer name enter to fill billing address, shipping address
- 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.
- Order Summary will show at the end of the page. Kindly check the Order summary before saving the order.
- Finally, Click the top right corner Save or click Ctrl+S button to create order.