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 dropbdown.
   
   
   
   
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.

   
   
   

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