Sales Invoice

Learn how to generate invoices and record sales transactions in Prosessed AI.

Overview

A Sales Invoice is created to bill a customer for products sold.

It represents:

• Final confirmation of sale
• Amount payable by customer
• Basis for payment collection

When to Create a Sales Invoice?

Create a Sales Invoice when:

• Goods are delivered
• Order is confirmed for billing
• You want to record revenue

Sales Flow

Sales Invoice is part of this flow:

Sales Order → Delivery → Sales Invoice → Payment

Create a Sales Invoice

Method 1: From Sales Order (Recommended)

1. Open Sales Order
2. Click Create → Sales Invoice
3. System auto-fetches:

• Customer
• Items
• Quantity
• Pricing

Method 2: Direct Creation

1. Go to Sales → Sales Invoice
2. Click Add New
3. Select customer and add items manually

Invoice Details

Customer

• Auto-fetched from sales order
• Includes billing and tax details

Items

For each item:

• Quantity
• UOM
• Rate (from price list)
• Discount (if applicable)

Pricing & Discounts

• Prices are auto-applied from price list
• Discounts can be:
  • Per item
  • Overall invoice

Taxes & Charges

• GST / VAT applied automatically
• Additional charges can be added:
  • Delivery charges
  • Freight

Totals

Invoice calculates:

• Total (before discount)
• Discount
• Net Total (after discount)
• Taxes
• Grand Total

Save and Submit

1. Click Save
2. Click Submit

Invoice becomes final after submission.

Payment Status

Invoice status updates based on payment:

• Unpaid
• Partially Paid
• Paid

Record Payment

You can record payment:

• Directly from invoice
• Or via Payment Entry

Outstanding Amount

System tracks:

• Total amount
• Paid amount
• Balance due

Manage Invoices

You can:

• Edit (before submission)
• Cancel (if needed)
• View payment status

Best Practices

• Verify pricing and discount before submitting
• Ensure taxes are correct
• Add delivery charges if applicable
• Track outstanding invoices regularly

Common Issues

• Incorrect total → Check discount logic
• Missing tax → Verify tax setup
• Wrong pricing → Check price list

Example

Customer: ABC Traders

Items: Cheese Makhana (10 cartons)

Price: $96 per carton

Discount: 10%

Total: $864

What Next?

• Collect payment → Payment Entry
• Track dues → Reports
• Manage customers → Customer Management