Create Invoice for Sales and Sales-Return

🎥 Watch Video Guide

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🪜 Step-by-Step Guide

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✅ Step 1: Go to Dashboard

• On the dashboard, click "Explore Now" under Data Entry Automation

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✅ Step 2: Create Invoice

• In the Transaction Menu, click Create Bill
• Choose whether this is a Sales or Sales Return invoice

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✅ Step 3: Choose Invoice Type

• Pick one of the two:

  → Accounting Invoice = Without Stock Items

  → Item Invoice = With Stock Items (use this if you’re selling goods)

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✅ Step 4: Fill in Invoice Details

• Choose the following:

  → Voucher Type (e.g. Sales)

  → Voucher No. (like invoice number)

  → Voucher Date (date of invoice)

  → Party Name (customer name)

  → GST Details will auto-fill from Tally

  → Ledger Name (like "Sales @ 18%")

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✅ Step 5: Customer Details View

• The customer details on the left will show here too
• Other values will sync from Tally automatically

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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.

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✅ Step 6: Add Items (For "Item Invoice" only)

• Pick your Stock Items from the dropdown
• Enter the Quantity (e.g., 5, 10, 50)
• Enter the Rate (price per item)

💡 If you have multiple items, just keep adding them one by one!

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✅ Step 7: Taxes, Narration & Amounts

• Select Tax Ledgers like SGST, CGST, IGST
• Add any narration or comments (optional)
• Double-check the Taxable Amount and Total Amount

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✅ Step 8: Save the Bill

• Click Save & Close to finish
• Click Save & Sync if you want to send it to Tally right away

📌 Fields marked with "*" must be filled in — no skipping!

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