> For the complete documentation index, see [llms.txt](https://docs.keepup.store/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.keepup.store/docs/tutorials/sales/how-to-create-a-quote-invoice-or-receipt.md).

# How to Create a Quote, Invoice or Receipt

{% embed url="<https://youtu.be/FaBeCZBCEFI?si=3ldiWEyhA1l7AbPZ>" %}

### **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 style="info" %}
**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).
{% endhint %}

### FAQs

<details>

<summary><strong>How can I send an invoice or receipt?</strong></summary>

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.

</details>

<details>

<summary><strong>How can I add taxes?</strong></summary>

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.

</details>

<details>

<summary><strong>How can I add a discount?</strong></summary>

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).

</details>

<details>

<summary><strong>How are products deducted from the inventory when sold?</strong></summary>

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

</details>