Sales Invoices
Sales Invoices
From the Sales Invoice page you can create an invoice corresponding to a Sales Order No. (see figure 1). You can create new invoice, edit/delete an invoice, print receipts, make and delete payment and check GL entries.
(Figure 1 - sales invoices page)
There are two ways in which you can create invoice. From
- Sales Order page
- Sales Invoice page
How to create Sales invoice ?
1. Navigate to Sales order page
2. To create a sales invoice from the Sales Order page, please refer the Sales Orders page.
3. To create a new sales invoice from the Sales Invoice page
4. Click on (+) add and enter the following details and save (see figure 2).
(Figure 2 - sales invoice entry page)
5. Payment Collection : To collect payment select an invoice and click on Payment Collection.
(Figure 3 - Sales Invoice Payment collection page)
6. Select the payment mode and click on Save. This completes the payment processing against the selected Sales Invoice.
(Figure 4 - Sales Invoice Payment collection page)
7. In this case only one payment mode will work - either Cash, Card, Cheque, Bank or others. Unlike Just Billing application, split payment option is not available in back office.
- On saving the payment, status of the invoice shows 'Paid'.
(Figure 4 - Sales Invoice Status page)
8. If you delete the payment, the status of the invoice will again change to 'Due'.
- To delete a payment, select the invoice against which payment was made and click on Payment Collection.
9. Doing this opens a screen where you can see the Delete Payment button.
(Figure 5 - Delete Payment page)
- Click on Delete Payment.
10. This changes the status of the sales invoice to due as shown in the below screenshot.
(Figure 6 - Due payment Status after deleting the Payment Collection page)