Add New Sales Invoice

Adding a New Sales Invoice

1. Hover over the "Sales" option in the side navigation bar.Click on "Sales Invoice" from the dropdown menu. Alternatively, click on "Sales" option on the navigation bar.
   
   
   
   
2. You will be directed to the Sales Invoice List page. Click on New Sales Invoice Button. A form will appear.
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the Sales Invoice . You can also create a new customer on the go by clicking the "Add Customer" button in the dropdown list.
   
   Note:If you want to convert any sales order into sales invoice, select the sales order from the dropdown.
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer.
   

   
   

   
   
   
5. You have several saving options:

   Save the Sales Invoice , Save the Sales Invoice and open a new Sales Invoice form, Save and send the Sales Invoice , Save the Sales Invoice as a draft. You can also add attachments to the Sales Invoice.

   
   
   

   6. By following these steps, you can efficiently create a new Sales Invoice in your software, ensuring accuracy and completeness.  

   
   

   
   

   Note: You can only use Cost Center in Sales Invoices if it has been enabled in Global Settings. Follow the below mentioned steps to enable it 

   1. Go to Settings by clicking on the settings icon.
      
      
      
      
      
   2. Navigate to Global Settings and open it.
      
      
      
      
      
   3. Locate the checkbox "Show Cost Center" and tick it (if it is disabled).
      
      
      
      
      
   4. Click on the Save button at the lower-right side of the screen. After saving, the Cost Center column will appear in your Sales Invoice.