How can I create a sales invoice?

Modified on Fri, 18 Nov 2016 at 11:39 AM

Once you have sold an item, create a sales invoice and issue a copy to your customer.

  1. At the top of your dashboard, click the module access icon > Administration > Inventory > Billing to open the Invoice page.

  2. In the top right, click the New button.

  1. In the Store field, select the store to which the item belongs.

  1. In the Issued to field, enter the Fedena user ID to search and select the user. The Name field and Address field automatically populates the user information.

Note: If the customer is not a Fedena user, you can manually enter the customer’s name and address.

  1. Enter the billing details. You can search for the item using the item code or item name. Remember, you can only search for sellable items.

If required, you can create an invoice for more than one item by clicking Add New Item.

  1. In the Tax (%) field, enter the percentage of tax to be applied when selling the item(s).

  1. Enter any additional charges or discounts applicable. The Total is the amount to be paid by the customer.

  2. Select the Is Paid checkbox if the item is paid for.

Note: You can create an invoice even if the item(s) is not paid for. When you later receive the payment, you can edit the invoice, select the Is Paid checkbox, and then save the invoice.

  1. Click the Save button to create the invoice.

  1. Click Print to print the invoice

For more information, watch this-


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article