Introduction
Not sure how to issue an invoice in Bukku? Whether your customer is paying now or later, this guide will walk you through creating three types of invoices: Credit Sales, Cash Sales, and Proforma Invoices.
You can choose the appropriate type based on when you receive payment from your customer:
Credit Sales
Used when your customer will pay you later (on credit). You can set a payment term (like 7, 14, or 30 days), and the system will track the outstanding amount until it’s paid.
Cash Sales
Used when the customer pays you on the spot — whether by cash, bank transfer, or any other immediate method. The invoice is marked as paid right away.
Let’s get you started with recording your sales smoothly and confidently — just head to Sales > Invoices > +New.
Creating Credit Sales
Step 1: Billing & Shipping
Payment Mode: Select Credit Sales.
Customer: Choose an existing contact or click +Add Contact.
Billing & Shipping: Optional. This section will be auto-filled if default billing and shipping attention/address have been set in the Contacts module.
Step 2: General Info
No.: Auto-generated based on your selected number format.
Reference No.: Optional. Fill in if applicable.
Date: Defaults to today; change if needed.
Currency: Defaults to MYR; change if needed.
Description: Optional. A short note about this transaction; shown in receipts and reports.
Internal Note: Optional. For internal use only; not visible to customers.
Tags: Optional. Tag the transaction with department / branch / sales person / project & etc.
Title: Optional. This title appears on the document.
Step 3: Items
Click +Item to add products or services.
For each item:
Select an existing product or click +Add Product.
Review and update:
Account
Quantity, UOM, Unit Price
Discount (in RM or %), if applicable
Tax, if applicable
The Amount is auto-calculated based on Quantity and Unit Price.
Subtotal, Discount, Tax, and Total will also be auto-calculated and shown at the bottom.
Step 4: Payment Terms
Only applicable for credit sales.
Choose a Payment Term (default from Contact / Company Settings). The system will auto-set the Due Date — remove the term if you prefer to enter manually. Amount defaults to full if only one term. You can also add descriptions or click +Term to create multiple payment terms.
Step 5: Additional Info
Remarks: Optional. Auto-filled if a default is set under Control Panel > Company Settings > Remarks.
Customs Form No., Customs K2 Form No. & Incoterms: Fill in only if this invoice involves international trade. These fields are used for customs and shipping documentation.
Step 6: Attachments
Upload supporting documents to the invoice, if any.
To share the attachment with your customer (together with the invoice), tick Shared.
If left unticked, the file is for internal use only.
Once reviewed, click Save to complete the invoice.
Creating Cash Sales
Step 1: Select Cash Sales under Payment Mode.
Step 2: Follow the same steps as in Credit Sales to fill in the Billing & Shipping, General Info, and Items sections.
Step 3: Record Payment (Payment Received section)
Payment Method: Optional; choose the method used (e.g. Cash, Bank Transfer).
Deposit To: Select the account to receive the payment (usually Cash or Bank).
Amount: Auto-filled with the full invoice amount.
Reference No., Fee Amount, Fee Account: Optional; enter if applicable.
Step 4: Follow the same steps as in Credit Sales for Additional Info and Attachments, if applicable.
Once reviewed, click Save to complete the invoice.
This cash sales invoice also serves as the official receipt.
Creating Proforma Invoice
Step 1: Create a Sales Invoice
Follow the same steps as creating a Credit or Cash Sales invoice.
Step 2: Set Status to Draft
In the Controls section, change the Invoice Status to Draft.
Step 3: Save & Export
Click Save, then Print / PDF to view your Proforma Invoice.
Below is a sample of Proforma Invoice.
Note:
To customise the title for Proforma Invoices:
Go to Control Panel > Form Design, click the three dots on an existing design, select Duplicate, then rename the title to “Proforma Invoice” under the Invoice or Cash Invoice type.
