How to Create Sales Invoice

Overview

This guide provides a quick step-by-step process for creating a Sales Invoice.

Step 1: Navigate to the Sales Module

Click on Sales —> Sales Invoice—>Create New to start a new invoice.

Step 2: Fill in the Details

Make sure to complete the following:

• Verify Member Status: Check that the member is active and not suspended.
• Service Group Selection: Choose the appropriate service group according to the GST sub-type and ensure the service amount is greater than zero.

Step 3: Save Your Invoice

1. Click on Save to generate the invoice.
2. You will be redirected to the invoice details page where you can:
   • View and manage additional invoice information.
   • Click on Invoice Service Index to access detailed line-level information.