Manage Sales Invoice

This section will guide you on how to manage a sales invoice across your store.

Sales Invoice

You create an invoice after you receive payment for an order. A sales invoice should include which items the customer purchased, how many of the items were purchased, any discounts received and the total amount owed.

There are different ways to create a sales invoice,

Create Sales Invoice automatically when click Deliver & Create sales invoice from sales orders.
The sales invoice is created from point of sale after the payment is received in pos receipts.
Create a sales invoice from the sales. The Good issue button is clickable after creating the sales invoice, and the invoice is ready to ship.
Create sales invoice using the reference number for the specific customers.

You must generate an invoice for an order before you can print it. To view or print the PDF

Invoice Number

This is a unique number for the invoice.

Invoice Status

You can update your customer invoice status. Click Save after selecting the invoice status. Invoice Status helps to view all the invoice status like new order, payment pending, etc.,

Invoice Status Types

New

Created sale invoice comes under the new order. Indicates that order is created and no payment has been captured.

On Hold

This status can only be assigned manually. You can put any order on hold.

Pending Payment

If the invoice has been created on your website, but no payment initiated. Awaiting payment (unpaid).

Payment Received

If the customer paid the amount for the invoice then the invoice status is payment received.

Payment Failed

If some technical problem arises while pay the amount or Payment failure happen when credit or debit card information is entered incorrectly or the card is declined by the bank. then the order status is payment failure.

Invoiced

Once the payment is completed set the status is invoiced.

PartiallyInvoiced

Set the status partially invoiced when the payment is pending.

Shipping

Your order has been processed, your method of payment has been approved and the shipper has prepared it for delivery.

Shipped

The seller should set the order to this status once the order has been shipped to the buyer.

Partially Shipped

A partial shipment is when you deliver a single order in multiple shipments.

Complete

This status means that order is created, paid and shipped to the customer.

Over Complete

Update this status when creating an invoice for increased sale orders quantity.

In progress

This status means the number of delivery orders that are in progress in the store.

Canceled

If the customer cancelled their order for any reason then time the order status is order cancelled.

Refunded

You have refunded the transaction.

Closed

An order status of 'Closed' usually means your order has been shipped to you.

Payment Status

O2vend has the following pre-defined payment status - Pending payment and payment received.

Pending payment

Payment can be pending - the bank transfer or a credit/debit card payment and the transaction are being processed.

Payment received

A payment received status updated when the payment is received via online or cash.

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.

Legder

If an invoice is a cash method, enter the payment method name in the ledger field. For example ( Discounts, coupon, bank etc...)

Customer

Search the customer name who can want to placed invoice.

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.

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 Order

Click Create Order 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 to your 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 to your 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.

Goods issue

After creating the order, click Goods issue button goods issue section will open. Stock is reduced after creating the goods issue. Check the reduced stock in stock history and stock inventory.

How to goods issue products

Click Goods Issue button.
The product name, UOM, SKU and quantity of the product will be shown.
Enter Tracking Number of the product. Tracking numbers are useful to customers for knowing now which location ordered product is there and when it will deliver to the customer.
select Location (for more details on how to create location-location section).
Enter quantity to ship(Some items you want to ship).
Quantity to ship cannot be larger than the order quantity and shipping quantity.
The order of the product is the goods issued when click Save button.
Enter the serial number and lot number for serial and lot enable products. Click key symbol to enter the serial number based on quantity.
Serial numbers are individual identifying numbers for a specific product and a lot number is an identification number assigned to products indicating the batch.
If you want to print goods issue click Print Challan button.

After goods issued the order status is updated Shipped.

Tip

After made changes in shipping method should change the status of the order in a History box. This will help to manage orders.

Another best feature to create a goods issue, select delivery items True and select warehouse of the products. Shipment is created after click Save button.

Order Details

This section contains general information of the order like Order and customer information, address information, Payment and shipment method, order note, order status and order total.

How to view Order Details

Open Back Office
Go to Sales Menu.
Click and open Order section.
View All Order List in the order section.
If you double click order number it moves to the order details page.
Click Close button to go order list page.

Edit Order Detail

You can also edit your order details for your customer information and add the products.

How to edit order details

Open Back Office
Go to Sales Menu.
Click and open Order section.
View All Order List in the order section.
If you double click order number it moves to the order details page.
If you want to edit your customer information, enter your customer name and add your customer billing, shipping address.
If you want to add products to enter a product name in a search by product name.

Tip

If click Print to download the PDF Order. It includes the details of your company name, company logo, Address, customer order details.

Tip

Use Export Orders and Export Orders With Order Lines options to export the report details into a comma-separated CSV file.