![]() ![]() Users can create a draft sales invoice by clicking save as draft. The Invoice Terms and Conditions can be provided in this column The customer note can enter in this column. This grants customer to use points from their loyalty cards to avail discountsĬhoose the TCS for the invoice if applicable For doing this user should enable these options from settings-> preferences-> sales invoice->do you give discounts option?įeature available only for loyalty customers under the loyalty scheme. These discounts may be discounts after tax, before tax, or item level or the user can restrict the discount. The user can enable discount allowed on sales in this column Select the batch of the product by clicking on the batches columnĮnter the quantity of the products and save By pressing the enter key it will give you the details of all products that you entered Select the salesperson who is responsible for the saleĮnter the product/service here. Users can define multiple shipping addresses of the customer while creating new customers and the available shipping addresses will be visible in the drop-down menu of the shipping address. Will be automatically selected when the user selects the customer because it is already defined while creating a new customer.Īnd if the user wants to change the payment term they can change which will reflect on the due date column.Įnter the shipping address of the customer Select the tax type of the sale which is local or interstate The due dates will be updated automatically according to the payment term defined while creating the new customer as well as changing payment term in the new sales invoice menu ![]() Will be automatically selected when the user selects the customer If the recipient of the goods or services is liable to pay the tax instead of the provider of the goods and services the user can enable this optionĪnd if it is for cash sale, the user can enter the email Will be automatically updated when the user selects the customer.Īnd if it is for cash sale, the user can enter the phone number. Select the customer from the drop-down menu User can set default sales invoice in the settings-> preferences-> sales invoice-> default payment method The select payment method which is for cash or credit ![]() But by default, the date will be set as the date of entering the transaction in ACCOXI. The reference number of the sales invoice will be generated automaticallyĮnter the date of the sales invoice. ![]()
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