Create Invoice for Sale Continued...
As you click on Select Items button, the Item List screen will be appeared and you can select the item from the list.
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Select item from Item List and click on Select button. If you want to select all items, click on Select All option.
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You can also create item by using Create button.
If selected item is out of stock then a warning message appears “Some of your selected item(s) are out of stock. Do you want to continue?”
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If you want to continue, click on Yes button.
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If you don’t want to continue, click on No button.
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To know more about the warning message, click on More Info button.
As you click on More Info button, the Out of Stock Item List will be appeared:
This list contains Item Code, Item Name, Catalog No., Sale Price, Purchase Price, Quantity Sold, Quantity Purchased, Remaining Quantity and Remarks of the item.
Remaining Quantity field displays remaining stock of the items.
If you enter new item details manually then it will be effect on remaining quantity of the items.
If you want to view item details then select the item from the list and click on Show button. The Item Details screen will be appeared and you can view the item details.
Tax Details
- Total before Discount: This field is used to display total amount before any discount.
- Discount: This field is used to enter discount rate (%) that is to be reduced from total amount of the items.
- Shipping Charges: This field is used to enter the amount of shipping charges if necessary.
- Sale Tax: Select sale tax and enter tax rate that is to be charged on total amount of the item after discount.
- Total Payment: This field is used to display total amount (including shipping charges and tax) that is to be paid.
Due Date
Select date to place the order.
Remarks
Enter special information about Sales Invoice.
After entering the details, click on “Save” button to save the information.
- As you click on “Save” button, a message box appears:
Note-> If you don’t want to print the invoice record then uncheck the check box.
The Sales Invoice also contains the following options:
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Select Quote: If you want to create invoice of existing quotation then click on Select Quote button, the screen "Select Quote for Invoice" will be appeared in which you need to select the quotation for invoice. After selecting the quotation, click on Select button, the Invoice screen will be appeared which contains the information of selected quotation. You can also add the item and other information according to your need.
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Select Delivery Order: If you want to create invoice of existing delivery order then click on Select Delivery Order button, the screen "Select Delivery Order for Invoice" will be appeared in which you need to select the delivery order for invoice. After selecting the delivery order, click on Select button, the Invoice screen will be appeared which contains the information of selected delivery order. You can also add the item and other information according to your need.
Note-> If you select the item from Quotation and Delivery Order then Select Items and Remove Items button will be disabled. |
