Create a sales invoice and complete POS billing
Move from the selected customer and item to a reviewed invoice and recorded payment.
Before you begin
- Active company and branch
- Items and tax classes
- Customer or approved walk-in process
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Choose the sales workflow
Open Sales Invoice or POS according to whether the sale requires a full invoice workflow or counter billing.
- 02
Select customer and items
Find the intended product or variant by code, barcode or name. Confirm UOM, quantity, available stock and rate.
- 03
Review prices and tax
Apply only permitted discounts. Check tax-inclusive or exclusive pricing, additional charges and the customer place of supply.
- 04
Choose collection method
For supported payment options, record cash, UPI, card, credit or split collections accurately rather than labelling every receipt cash.
- 05
Complete and verify
Post the transaction following the available confirmation flow, download the invoice and check that the correct company/branch details appear.
- 06
Reconcile the result
Review sales history, customer balances and inventory movement. Use the proper return/reversal path if the document is later corrected.
Final verification checklist
- Correct item variant and tax
- Payment mode reconciles
- Stock and invoice status agree