Sales Invoice
Sales Invoice is used to run the sales
process from quotation to sales order and delivery when the product is being
sold, or it is a document used to record and control account receivable of
customers.
· Create
Sale(Direct): Go to Sale List => Click button Add Sale =>
fill data => Click Add
- SALE INVOICE LISTS (5.3.A): Lists of sale invoice that we have created
-
PAYMENT DETAILS (5.3.B)
|
Item |
Description |
Flow |
|
1.
Add
Payment |
To add payment of the sale |
· Multiple
Add: Select data in the list
=> Go to header button => Click on Add Payment(1) => Specify
the fields => Click on Add
· Single
Add: Click on box Actions
=> Click on Add Payment(3) => Specify the fields => Click on Add Note: Adding payment details will be shown in the Add Payment Form
(5.3.C) |
|
2. Duplicate
Sale |
To
add the payment of sale |
Click
on box Actions => Click on Duplicate Sale(2)
=> Specify the fields => Click on Submit Note:
Duplicating details will be shown in Add Sale Form (5.3.E) |
|
3.
View
Payments |
To view payment details of sale |
Click on box Actions => Click on View
Payment(3) Note: The details will be explained in Payment
Details (5.3.B) |
|
4. Download
as PDF |
To
download the list of sale as PDF |
Click
on box Actions => Click on Download as PDF(5) |
|
5. Email
Sale |
To
email about the sale |
Click
on box Actions => Click on Email Sale(6)
=> Specify the fields => Click on Send Email Note:
Sending email details will be shown in Email Form (4.2.C) |
|
6. Return
Sale |
To
return the sale |
Click
on box Actions => Click on Return Sale(7)
=> Specify the fields => Click on Submit Note:
Returning details will be shown in the Return Sale Form (5.6.E) |
- ADD PAYMENT FORM (5.3.C)
|
Field |
Description |
|
1. Date |
Specify the date |
|
2.
Reference No. |
Specify
the reference No. (Auto/Manual ) |
|
3.
Discount |
Specify
the discount |
|
4.
Amount (USD) |
Specify
the amount (United States dollar) |
|
5. Amount
(KHR) |
Specify
the amount (Cambodian Riel) |
|
6. Rate |
Specify
the exchange
rate KHR to USD |
|
7. Amount
(THB) |
Specify
the amount (Thai baht) |
|
8. Rate |
Specify
the exchange
rate. Ex:THB to USD |
|
9. Paying
By |
Specify
the paying method |
|
10. Attachment |
Specify
the attachment |
|
11. Note |
Specify
the note |
-
PAYMENT STATUS (5.3.D)
Payment Status
Description
1.
Pending
The
salesman hasn't accepted the payment yet
2.
Partial
The salesman
has accepted a partial payment amount
3.
Paid
The salesman
has accepted the entire payment amount
Payment Status
Description
1.
Pending
The
salesman hasn't accepted the payment yet
2.
Partial
The salesman
has accepted a partial payment amount
3.
Paid
The salesman
has accepted the entire payment amount
- SALE ADD NEW (5.3.E)
- SALE FIELD DECRIPTION (5.3.F)
|
Field |
Description |
|
1. Date |
Specify the date of sale |
|
2.
Reference No. |
Specify
the reference No. of sale |
|
3.
Branch |
Specify
the branch of sale |
|
4.
Project |
Specify
the project of sale |
|
5.
QA Reference |
Specify
the quotation reference of sale
(Get data) |
|
6.
SO Reference |
Specify
the sale order reference of sale
(Get data) |
|
7.
DN Reference |
Specify
the delivery reference of sale
(Get data) |
|
8. Warehouse |
Specify
the warehouse of sale |
|
9. Exchange
rate (KHR) |
Specify
the exchange rate (Cambodian Riel) of sale |
|
10. Exchange rate (THB) |
Specify
the exchange rate (Thai baht) of sale |
|
11. Customer |
Specify
the customer of sale |
|
12. Salesman |
Specify
the salesman of sale |
|
13. Add Products |
Specify
the products of sale |
|
14. Quantity |
Specify
the quantity of sale |
|
15. Unit |
Specify
the unit of product (Auto-generated) |
|
16. FOC |
Specify
the free of charge of sale |
|
17. Order Tax |
Specify
the order tax of sale |
|
18. Order Discount |
Specify
the discount of sale |
|
19. Shipping |
Specify
the shipping of sale |
|
20. Attach Document |
Specify
the attach document of sale |
|
21. Payment Term |
Specify
the payment term of sale |
|
22. Stock Deduction |
Specify
the stock deduction status of sale |
|
23. Payment Status |
Specify
the payment status of sale |
|
24. Sale Note |
Specify
the sale note of sale |