This guide will help you create Sales and Sales-Return invoices efficiently in Suvit.
This feature is available under Sales and Sales Return - Create Invoice
Step-by-Step Guide
Step 1: Dashboard.
- Go to Dashboard → Click "Explore Now" under Data Entry Automation.
Step 2 : Create an Invoice
- Navigate to the Transaction Menu, click on the Create Bill
- Choose between Sales or Sales Return.
Step 3: Select Invoice Type
- Choose between Accounting Invoice (Without Items) or Item Invoice (With Items)
Step 4 : Invoice Details
This section includes document details for Sales and Sales-Return invoices.
- Voucher Type: Select Voucher Type
- Voucher No.: Select Voucher Number
- Voucher Date: Select Voucher Date
- Party & GST Details: Select the customer name (GST number will shown automatically if it is exists in your Tally data).
- Ledger Name: Choose the relevant Sales account.
Step 5 : Customer Details
- Details filled at left side will shown here and other details will reflect according to Tally data.
How to access configuration
- Use the Configuration window to select the fields displayed during voucher entry.
- such as Voucher Date, Supplier Invoice No., Item Narration, etc. Save the changes once done.
Step 6 : Add Items (This step applies only to "Item Invoice")
- Select Stock Items (From dropdown or search).
- Enter Quantity (As per bill).
- Enter Rate (Per item).
**Note**: If multiple stock items are present in the bill, you can add them here.
Step 7 : Tax, Narration, and Totals
- Select the required Tax Ledger (SGST, CGST & IGST).
- Enter any description or narration (if required).
- Check the total Taxable amount & Total Amount
Step 8 : Save the Bill
- Click Save & Close to save and exit.
- Click Save & Sync to save and sync the bill directly with Tally.
Fields marked with "*" are mandatory.
You may find this useful :
- How to Upload Sales/Sales Return Images & Pdf using OCR Learn more.
