Managing Sales Invoices and Returns

Sales activity appears throughout Finance: in Transactions as rows with TXN Type Sales, in invoice detail views, and in sales reports such as Sales Master.

Before you start

• Use completed orders so invoices already exist to review.
• Open Finance > Sales when you want the sales-focused list, or use Transactions filtered by type.

Find sales on Transactions

1. Open Finance > Transactions.
2. Set Type toward sales activity, or scan rows where TXN Type shows Sales.
3. Note TXN No values such as INV-119, plus Particular, Parties, and PMT Mode.

Open an invoice

1. Select a sales TXN No. Transaction Details opens with the estimate or invoice lines.
2. Confirm Payment Status (for example Paid), Order type, and Payments Breakdown.
3. Use Print Invoice, Duplicate Order, or Mark as Void only when your process allows it.

Review Sales Master

1. Open Finance > Reports, then Sales Master Report under Sales Report (breadcrumb shows Reports > Sales Master).
2. Read cards for Net Sales, Discount, Loyalty Discount, Service Charge, Round Off / Tips, and Tax.
3. Use the table columns ID, Date, Bill Customer, Assign Customer, Payment Account, and Payment Mode.

What happens next

For tax-period sales listings, open Sales Register from Reports. For day totals by account, use Managing Active Day Books and History.

Related guides

• Searching and Filtering Transactions
• Managing Purchase Bills and Returns
• Generating Financial and Tax Reports