Retail Invoice

You can enable invoice in Settings > Modules.

Retail Invoice Listing

Retail Invoices will be listed in Sales > Invoice.
All your retail invoices will be listed with its Date, Retail Invoice No, Contact, Amount, Action.
You can rearrange the invoice list based on all these column headers.
You will also have the filter option to search invoices based on the name & date range.

Creating Retail Invoice

To add a New Retail  Invoice

  • Click Quick Add button at top & select Retail Invoice (or) Alt +N
  • Click on Sales in left menu and select Retail Invoices. Click on the New Retail Invoice button.
  • Provide the needed details
  • Click Save.

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Fields Description

Invoice No

The next invoice number will be displayed for your convenience.You can define it Automatic or Manual in Settings > Modules. Retail Invoice number should be unique for a financial year.

Invoice Date

Date of Invoice issued

Reference #

Your Reference number for this transaction. Ex. Quote / Purchase Order Number

Customer

In Retail Invoice, Customer is optional

You can either select the Customer from the drop down or add new Customer here.
On typing New Customer in invoice, you will get option to add [+ Add newcompany]. By clicking on that option, you can add new customer easily. [required]

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GSTIN Customer GSTIN will be displayed if already stored or option to enter
Place of Supply Choose State to define Place of supply of goods. Based on this , the invoice will be counted as intra-state (supply within same state) or inter-state (supply to other state). For Intra State both SGST & CGST Tax applied, whereas IGST for Inter-state.
Billing Address Customer’s Billing Address for this transaction.
Shipping Address Customer’s Shipping Address for this transaction.
Item Description Select the Item from the drop down or type in the Item name or SKU Code. You can also add new item if not exists in Items Master
SKU Item SKU code (Not-editable)
HSN / SAC
Codes for Tax classification of the item
Tax Select the Tax defined for the item
Rate Standard Rate defined in Item Master will be displayed. If you have Rate Sheet defined for the Customer (or tag)/Currency of the transaction, option to choose with Standard rate.

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Discount Discount for Individual Item with option to provide as percentage or flat amount.
Amount For Exclusive Tax: Display only Taxable Value. Ie. Rate x Qty – Discount. Tax will be calculated for this amount.
For Inclusive Tax: Editable, where you can define the final amount inclusive of tax. The Rate will be adjusted automatically based on the input amount.
Freight/ Packing / Insurance Charges
You can enable it in Settings > Sales > Sales Charges, for input in Retail Invoice.
Round Off
Based on Settings > Sales > Round off final total amount, Round Off will be calculated.
Notes / Terms & Conditions
Content that you provide in Settings > Sales > Notes/Terms & Conditions will be shown here. You can add more when you create estimate. These contents will be displayed in print option also.
Bank Select a Bank account, to print Retail  invoice with Bank account details. (optional)
Attachment You can also add attachments related to the transaction

Actions available in Retail Invoice

You can Delete, Print , send or copy invoice.
You can print Delivery Challan using the downward arrow associated with each grid in Action column.