how to create a sales invoice document? - Checkout Progress
- Go to Navigation Panel Sales master Sales Invoices.
- All saved invoices are listed here and on the top can see the snapshot of sales history. Eg. total sales, total sales bill.
- For new invoice click New
- Select date to change the current default date, location for transaction, refer the sales order which have been created or select direct.
- Select division of transaction.
- Give customer information by adding name, select salesman, select payment type, payment term of the invoice
- Currency of the payment can be selected here. If there is any change for currency, go to sub account of the customer and edit it.
- Add header discount if any.
- Address of the customer is shown here which is been already stored in customer master and can be changed if required.
- Also change the delivery address and write remarks,if any and save the entry. This interface also allows to add the product details.
- Customer details are listed in the customer tab and remarks saved in the More info tab.
- Enter the product name in the search tab or click on the button to add products.
- Select sales UOM of the product and give all details of the product here.
- Tax will be calculated according to the customer country
- Select to save it.
- Select icon to edit the entry.