Sales
Create invoices, quotations, sales orders, customer bills, and manage your customer database.
New Invoice
Go to Sales → New Invoice.
- Select or add a customer.
- Set invoice date and payment type (Cash, Bank, Credit, UPI, Cheque).
- Add line items — search products, enter qty, rate, discount. Tax (CGST/SGST/IGST) calculates automatically.
- If Enable non-GST bills is on in Settings, choose GST or Non-GST bill type.
- Enter amount received if partial payment; balance due shows automatically.
- Click Save Draft or Save & Confirm.
Draft vs Confirmed: Only draft invoices can be edited. Confirming deducts stock and records the sale.
Invoice list
Sales → Invoices — search, filter, open detail, or edit drafts.
Customer bill
From invoice detail, click Generate Bill to open the printable customer bill.
- Print Bill — opens print preview, then sends to printer.
- Send WhatsApp — shares bill summary via WhatsApp.
- Send Email — opens your email app with bill text.
Bills use your selected app language and company logo from Settings.
Quotations & Sales Orders
Sales → Quotations or Sales Orders — same workflow as invoices with valid-until / delivery dates. Save as draft or confirm.
Customers
Sales → Customers
- Add, edit, search, and import customers from Excel.
- Profile tab — name, code, phone, WhatsApp, email, GSTIN, address, credit limit.
- Statement tab — filter by date, type, payment; export CSV or print statement.