How to create a bill or Invoice

Modified on Sat, 6 May, 2023 at 8:24 PM

The below steps shows how to create a bill.

1. Click Quick sale from the Main menu.
2. Enter the customer name/number in the Customer column.
3. The Name and Number will be displayed in the drop-down for an existing customer, if they are a new customer it will suggest to Add customer by selecting add customer fill in the necessary details, and then save.
5. Select the services/product/package/membership/Gift voucher and choose them from the corresponding label and choose the Staff.
6. If you are willing to provide any discounts you can do the same by value or percentage under the overall benefits heading.
7. Choose the Payment mode with a single click ( cash, card).
8. Click Checkout/sale to raise the Sale or Invoice.