i) Credit Sales: When selling items with payment terms, the customer pays for it at a later date.

ii) Cash Sales: A cash sales is a transaction where payment is settled by the customer immediately.

iii) Customer: Search for the customer by typing the customer's name or click on +Add Customer to add a new customer.

iv) Billing & Shipping: *optional

*The billing party and shipping party information will be auto-filled if you have set the default billing address / shipping address in the Contacts module.

v) Title: *optional

vi) No. : Key in your own sales invoice no. or the system will autogenerate it.

*Turn on Custom Numbering in the Company Settings > Number Formats to override the auto-numbering.

vii) Reference No. : *optional

viii) Date: Select a transaction date.

*Default date is the current day.

ix) Currency: Select the currency for this transaction.

*The default currency is Malaysian Ringgit (MYR).

x) Tags: Add tags to your transaction if any. *optional

Scroll down and Click +Item to record the transaction. Alternatively, you can Transfer Items from Quotations, Sale Orders, or Delivery Orders.

Select the product or service.

You can also add a new product or service by click on +Add Product.

Pre-populated information will appear. Review the information below:

i)Select the appropriate Account.

ii)Update the Quantity, UOM, and review the Unit Price.
iii)The Amount column will be auto-calculated by the system based on the Quantity and Unit Price.

The Sub Total, Discount Given, Tax, and the Total will be auto-calculated and displayed on the system.

Add payment terms. (for credit sales)

*The contact's default payment term will be selected if you have set the default in the Contacts. Else the system will pull the default payment term from Company Settings.

i) Due Date will be reflected based on the Payment Term

ii) Update the amount. *default is full amount

iii) Write a Description. *optional

*The description will be appearing on the PDF of the Sales Invoice.

i) Key in the Remarks and Description for your invoice. *optional

*Remarks will be auto-filled if you have set default remarks under the Control Panel > Company Settings > Remarks.

*Description of the transaction will be appearing on the Official Receipts and Reports.

ii) Attach Files to the transaction, (if any). If you wish to share the attachment with your customer via e-invoice, tick on Shared.

iii) Review the information and click on Save.

7. Send Email

i) Review the Email To, CC, Subject, Personal Message and Form Design.

*Email To will be auto-filled if you have set the email address in Contacts.

CC, Subject, Personal Message and Form Design will be auto-filled if you set the default in the Company Settings.

ii) Once done, click on Save & Send.

1. Select Cash Sales.

Select Customer, Billing Party, Title, Sales Invoice No., Reference No., Transaction date, Currency, and Tags. *refer to Credit Sales

2. Scroll down and Click +Item to start record the transaction.

Select Products, Account, Quantity, UOM, Unit Price, Discount, and Tax.

*refer to Credit Sales.

3. Payment Received

i) You can create a new Payment Method by clicking +Add Item.

*Click +Payment if receive payments in different payment methods.

ii) Select the Deposit Account. *usually select the Bank/ Cash account.

iii) Key in the payment Amount

iv) Key in a payment References No. *optional

v) Enter the Fee Amount and select the Fee Account. *optional

vi) Remarks, Description, and Attach Files. *refer to credit sales.

vii) Once done, click on Save.

1. Follow the steps to create Sales Invoice. *refer to credit sales or cash sales as above

2. Others

Select the status of the invoice to Draft.

3. Once done, click on Save. You can send E-mail or download to PDF.

4. Click Print/ PDF to view and download the proforma invoice.

Sample of Proforma Invoice.