Sales and Purchase CRM Accounts Payroll

How to Create Sales Invoice

The sales invoice can be created by:

  • Creating to a sales quotation
  • Creating New invoice

How to create sales invoice to sales quotation

To Create sales invoice against sales quotation for Customer A (Quotation No- SQT-1-3):

  • Go to Invoices -> sales -> sales qutotaion – select This month below sales quotation
  • Find CUSTOMER A (Invoice No- SQT-1-3) sales quotation and click Record Invoices sales-invoice sales-new-invoice

Create Sales Return

To Create sales Return for CUSTOMER C for 1 Dozen of PRODUCT B

  • Go to Invoices -> sales -> Sales Return
  • Enter “CUSTOMER C” in customer name
  • Select Payment Term
  • User can select reason for return and original reference number.
  • Enter Product description as “PRODUCT B” and enter “1” in quantity select “Dozen” in UOM and click Add button
  • Total Amount and Quantity will be displayed in the screen
  • Press F5 or click Save button on left top to create Sales Return.
crt-sales-return

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