Sales Invoices

Sales invoices are legally binding documents that you create if the customer does not pay the full amount at the time you sell your products or services.  A sales document is posted in real time when you save the invoice.  Sales invoices increase the customer balance and decrease the inventory quantities.

 

To create a sales invoice

  1. On the Customers menu, click Create Invoices

  2. Select the Store in which the sales take place

  3. Select the Customer

  4. Enter invoice date

  5. Click on the Add Item button

  6. Select an item

  7. Enter the item quantity

  8. Enter the item price

  9. Click Enter button

  10. To save the invoice click Save & Done, or start from step 5

 

 

If you want to

Do this

Select the particular Sales Order

click Select SO button

Edit an item

double click the item, then edit the item and press enter to save that item in the list

Delete an item

select the item and click Delete button

Add discount for the invoice

enter the amount in the Discount field

Void sales invoice

Please see void an invoice

 

 

The following table describes the fields in this document, please note that some fields may not be available in lower editions:

 

Name

Description

Customer

The customer name whom you are doing transaction with.

Job

You can add job costs to an invoice for a job, so you can track the job to determine its profitability. You can also enter a job in the invoice line.  A job is not displayed unless you check the use job in the options.

Salesperson

An employee who has executed this transaction or sold the items in the invoice.

Location

Location of the transaction, for example if you are executing the invoice from the Main location, select Main.

Number

Transaction number.

Date

Transaction date.

Reference

Reference number, for example the number in the hard copy of the sales invoice or any reference that you would like o refer to it late.

PO Number

Purchase order number, if it exists. PO Number specifies the number if the purchase order that the customer have requested the items.

Payment Terms

Conditions under which a seller will make a sale. Typically, these terms specify the period allowed to a buyer to pay off the amount due.

Due Date

The date at which this transaction is due to be paid, otherwise the payment terms may be applied.

Select SO

Select the sales order.  This button lets you create an invoice from sales order.

Discount %

You can specify the discount percentage of the transaction.

Discount Amount

The amount of discount can be specified in this field. Note that clicking total lets you specify the invoice amount and the rest of the amount is applied as discount.