Create Invoice for Sales and Sales-Return

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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.