Sales & Invoicing

Sales & Invoicing

The complete sales workflow — quotation, order, invoice, payment receipt, and returns.

Sales Workflow

Sales Quotation Sales Order Sales Invoice Customer Receipt

Each stage is optional. You can go directly from Sales Order to Sales Invoice, or create a standalone invoice. Converting between stages carries all line items forward automatically.

Sales Invoice

  1. Open the Sales Invoice tab → New (Ctrl+N).
  2. Select the Customer (F2). Their state determines whether CGST+SGST or IGST applies.
  3. Set the Invoice Date.
  4. Add line items: Item, Quantity, Unit Price. Tax calculates automatically.
  5. Save (Ctrl+S) for Draft. Post (F9) to finalise — posts the journal entry, updates stock, sets the invoice number.
Posted invoices cannot be edited. Cancel (Esc) to reverse, then create a new corrected invoice.

Customer Receipt

  1. Open the Customer Receipt tab → New.
  2. Select the Customer and the Invoice being settled.
  3. Enter the Amount and Payment Method (Cash/Bank/UPI/Cheque).
  4. Post (F9). The invoice's Balance Amount updates immediately.

Sales Return

When a customer returns goods, use the Sales Return tab (equivalent to a Credit Note). Link to the original invoice, enter returned quantities, and Post. Stock is added back and the accounting reversal posts automatically.

Sales Quotation & Order

  • Sales Quotation: A price quote. No stock or accounting impact. Convert to Sales Order when the customer confirms.
  • Sales Order: A confirmed order. No accounting impact yet. Convert to Sales Invoice when you deliver goods/services.