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Creating a sale

Raising an invoice and what happens when you save it.

Transactions → Sales → New sale, or F2 from most screens. Choose the customer, add lines, and save with Ctrl+S.

What a line does

Picking a product fills the rate from the price tier on the voucher — retail or wholesale. Enter a quantity and, if you need it, a discount percentage.

Tax

Tax is resolved from the product's GST rate and the relationship between your state code and the customer's: same state gives CGST + SGST, different states give IGST. There is no tax head to pick by hand.

On save

  • An invoice number is allocated from a gapless, financial-year-aware series.
  • Stock is issued at weighted-average cost, and that cost is stored on the line for profit reporting.
  • If you recorded an amount paid against a named customer, a receipt is raised and allocated to the invoice.