💡How to Create a Quote, Invoice or Receipt

This tutorial will guide you through each step of the process, from entering customer details to sharing the invoice, receipt or quote.

Steps:

1. Click on "Sales & Orders" from the side menu and click on "Create Invoice / Receipt". This will take you to the Create Invoice / Receipt page.

2. Fill out the form:

   • Customer Details: Enter the customer's name, phone number, and email.

   • Products and Services: Add the products or services the customer is buying.

   • Delivery or Pick-up:

     • Select the fulfillment type (pick-up or delivery).

     • Enter the location name (the name of the area for fulfillment).

     • Provide the landmark (exact delivery location powered by Google Places).

     • Enter the fulfillment cost.

   • Discounts and Taxes: Fill in this section if applicable.

   • Dates and Payment: Enter the issue date, due date, and amount paid if applicable.

   • Save the information.

3. Share with Customer: Click on the share button at the bottom of the sale to share the sale with your customer via link, WhatsApp, or Telegram.

Hint: If you provide the customer's phone number or email, you can check a box to send them an alert about the sale. This alert will include a link that the customer can use to view the sale (invoice, receipt, or quote).

FAQs

How can I send an invoice or receipt?

If no payment is provided, you will have the option to save it as a Quote or Invoice. If a part payment is provided, the sale is automatically saved as an Invoice. If full payment is provided, the sale is automatically saved as a Receipt.

How can I add taxes?

To add taxes to a sale, you can create a tax profile by clicking on "Create a Tax Profile." Fill out the form by entering the tax name, percentage, and type (Compound or Direct Tax), and save it under a profile name. This tax profile can then be applied to a sale by selecting it from the Tax profile input.

How can I add a discount?

Discounts can be added to a sale from the discount input when recording a sale. You can choose between two types of discounts: amount (by selecting the currency option) or percentage (by selecting the % option).

How are products deducted from the inventory when sold?

The quantity of products sold is deducted from your inventory based on the Inventory Reduction settings in your sales settings. The default setting is "On Invoice," but you can choose from the following options:

• On Invoice: Inventory is reduced when the invoice is created.

• On Part-Payment: Inventory is reduced when a partial payment is made.

• On Receipt: Inventory is reduced only when full payment is received