Complete Guide: Sales Invoice Workflow

This guide provides a full step-by-step walkthrough of the Sales Invoice process, including creation, editing, validation, and reporting.

1. Access Sales Module

To begin, navigate to the Sales module from the main menu.

1. Login to the system
2. Click on Sales in the sidebar
3. Select Invoice

2. Create New Invoice

Follow the steps below to create a new invoice:

1. Click Create Invoice
2. Select customer
3. Enter invoice date
4. Add products

Tips:

• Use search to find products faster
• Double check pricing before saving

3. Add Product Items

You can add multiple items into the invoice:

1. Click Add Item
2. Select product from list
3. Enter quantity
4. Confirm unit price

4. Apply Discounts

Discounts can be applied at item level or total invoice level.

• Item discount
• Total discount

Make sure discount rules follow company policy.

5. Save Invoice

After entering all details:

1. Click Save
2. System will validate input
3. Invoice will be generated

6. Edit Invoice

You can edit existing invoices if needed:

1. Go to Invoice List
2. Select invoice
3. Click Edit

Note: Some fields may be locked after approval.

7. Delete Invoice

To delete an invoice:

1. Open invoice
2. Click Delete
3. Confirm action

Warning: This action may not be reversible.

8. View Invoice List

The invoice list allows you to:

• Search invoices
• Filter by date
• Sort by amount

9. Generate Sales Report

To generate reports:

1. Go to Reports
2. Select Sales Report
3. Choose date range
4. Click Generate

10. Video Tutorial

Watch the full walkthrough below:

11. Common Issues

Invoice not saving

• Check required fields
• Ensure customer is selected

Wrong total amount

• Check item quantity
• Check discount applied

12. Best Practices

• Always verify customer details
• Double check pricing
• Save drafts before finalizing

13. Summary

This guide covered the full Sales Invoice workflow including creation, editing, reporting, and troubleshooting.

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