How can I create a sales invoice?

How can I create a sales invoice?

Once you have sold an item, create a sales invoice and issue a copy to your customer.

  1. At the top of your dashboard, click the module access icon > Administration > Inventory > Billing to open the Invoice page.

  2. In the top right, click the New button.

  1. In the Store field, select the store to which the item belongs.

  1. In the Issued to field, enter the institution portal user ID to search and select the user. The Name field and Address field automatically populates the user information.

Note: If the customer is not a institution portal user, you can manually enter the customer’s name and address.

  1. Enter the billing details. You can search for the item using the item code or item name. Remember, you can only search for sellable items.

If required, you can create an invoice for more than one item by clicking Add New Item.

  1. In the Tax (%) field, enter the percentage of tax to be applied when selling the item(s).

  1. Enter any additional charges or discounts applicable. The Total is the amount to be paid by the customer.

  2. Select the Is Paid checkbox if the item is paid for.

Note: You can create an invoice even if the item(s) is not paid for. When you later receive the payment, you can edit the invoice, select the Is Paid checkbox, and then save the invoice.

  1. Click the Save button to create the invoice.

  1. Click Print to print the invoice

    • Related Articles

    • How can I edit or delete sales invoice?

      A sales invoice can be edited or deleted only if the customer has not paid for the item, i.e., the Is Paid checkbox was not selected when creating the sales invoice. Click module access icon > Administration > Inventory > Billing to ...
    • How can I generate sales reports?

      Item-wise Report Use the Item-wise Report to view the availability of items and the amount collected for each item. At the top of your dashboard, click the module access icon > Administration > Inventory > Reports > Sales Reports > Item-wise Report. ...
    • Create a Class

      To create a class, you must either be an administrator or a privileged employee (Manage Year/class privilege must be provided). Such a user can create different batches under the same course.  At the top of your dashboard, click ...
    • Create a Student Category

      Your institution will have a number of student categories, based on different criteria. These categories may include: Boarding category, including day scholar, week boarding and regular boarding Government specified category, including SEN students, ...
    • Create a Year

      To add a new class in Raising Foundation, you must either be an administrator or a privileged employee (Manage Year /Class privilege must be provided). ​ Note: There are two institution types, which are Higher Education and K-12. Depending on the ...