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  • Welcome
  • 💡Tutorials
    • Overview
    • Account Set Up
    • Sales
      • 💡How to Create a Quote, Invoice or Receipt
      • 💡How to Edit a Quote or an Invoice
      • 💡How to Record Payment for a Quote or an Invoice.
      • 💡How to Filter Sales
      • 💡How to Delete a Sale
      • 💡How to Print a Sale
    • Inventory
      • 💡How to Add a Product
      • 💡How to Edit a Product
      • 💡How to Filter Products
      • 💡How to Delete a Product
      • 💡How to Record Damaged or Lost Products
      • 💡How to Import Products
    • Orders
      • 💡How to Create an Order
      • 💡How to Update an Order
      • 💡How to Filter Orders
      • 💡How to Print Order Labels
      • 💡How to Delete an Order
    • Customers
      • 💡How to Add a Customer
      • 💡How to Import Customers
      • 💡How to Edit a Customer
      • 💡How to Filter Customers
      • 💡How to Delete Customers
      • 💡How to Message Customers
      • 💡How to View Customers Feedback
      • 💡How to Buy SMS/Email Bundle
    • Expenses
      • 💡How to Record an Expense
      • 💡How to Edit an Expense
      • 💡How to Record Payment for an Expense
      • 💡How to Filter Expenses
      • 💡How to Delete an Expense
      • 💡How to View Expenses Analytics
    • Subscription
      • 💡How to Renew Your Subscription
    • Storefront
      • 💡How to Set Up Your Storefront
      • 💡How to Publish and Unpublish Your Storefront
      • 💡How to Update Storefront Settings
      • 💡How to View Storefront Orders
      • 💡How to View Abandoned Carts
    • Purchase Order
      • 💡How to create a Purchase Order
      • 💡How to edit a Purchase Order
      • 💡How to filter Purchase Orders
      • 💡How to delete Purchase Orders
      • 💡How to update a Purchase Order status
      • 💡How to record payment for a Purchase Order
    • Business Settings
      • 💡How to Update Business Information
      • 💡How to Verify your Business
      • 💡How to Manage Your Business API
      • 💡How to Update Sale Settings
      • 💡How to Manage Your Tax Profiles
      • 💡How to Manage Your Delivery and Pick Up Locations
      • 💡How to Manage Your Online Payments Options
      • 💡How to Manage your Offline Payments Options
    • Raw Materials
      • 💡How to Add a Raw Material
      • 💡How to Edit a Raw Material
      • 💡How to Import Raw Materials
      • 💡How to Filter Raw Materials
      • 💡How to Delete a Raw Material
      • 💡How to Record Damaged or Lost Raw Materials
      • 💡How to Create a Manufacturing Order
      • 💡How to Edit a Manufacturing Order
      • 💡How to Filter Manufacturing Orders
      • 💡How to Update a Manufacturing Order Status
      • 💡How to Delete a Manufacturing Order
    • Team Members
      • 💡How to Add Team Members
      • 💡How to Update a Team Member's Permissions
      • 💡How to Filter Team Members
      • 💡How to Remove a Team Member
      • 💡How to View Team Members' Action Logs
    • Damages & Loss
      • 💡How to Filter Damages & Loss
      • 💡How to Edit a Damaged or Lost Item
      • 💡How to Delete a Damaged or Lost Item
    • How to Access Keepup Store Version 2.0
  • âš¡API
    • Introduction
    • Sales
      • âš¡List Sales
      • âš¡Fetch Sale
      • âš¡Add Sale
      • âš¡Edit Sale
      • âš¡Update Balance
      • âš¡Cancel Sale
      • âš¡Refund Sale
    • Products
      • âš¡List Products
      • âš¡Fetch Product
      • âš¡Add Product
      • âš¡Edit Product
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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.

PreviousSalesNextHow to Edit a Quote or an Invoice

Last updated 10 months ago

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

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