Sales

How can I change the tax of saved sales invoice ?
i. Go to Set-Up → Sales Invoices ii. Select the sales invoice for which tax has to be changed and click on ‘Edit Sales Invoice’ button from tool strip  ...
Sat, 3 Aug, 2019 at 12:07 PM
How to create an estimate ?
i. Select the items in billing screen ii. Click on ‘Estimate’ (F11) or ‘Save & Print Estimate’ (Alt F11) OR i. Select the items in billing scre...
Fri, 2 Aug, 2019 at 3:50 PM
How to give discount while creating sales invoice ?
There are 2 ways to give instant discount at the time of creating invoice Spot Discount: i. Add the items in billing screen ii. Click on ‘Add Spot Disc...
Sat, 3 Aug, 2019 at 3:00 PM
How to change the item price while creating sales invoice ?
i. Add the items in billing screen ii. Click on ‘Change Item Price (F3)’ button from tool strip iii. Enter the ‘New Base Price’ or ‘New Price (with tax...
Fri, 2 Aug, 2019 at 5:41 PM
How to manage separate price list for sales as per Business Location ?
i. Go to Set-Up → Price Lists ii. Click on ‘Add Price List’ iii. Enter ‘Price List Name’ iv. Based on how the price should be calculated mark any o...
Fri, 2 Aug, 2019 at 6:02 PM
How to create sales invoice in back Date ?
i. In main billing screen invoice number gets displayed at the top in blue color, click on it. ii. ‘Edit Document Number And Date’ window will be open. ...
Fri, 2 Aug, 2019 at 6:03 PM
How to change the sales invoice prefix ?
1. Go to Set-Up → Settings → Code Format. 2. Select type as ‘Invoice’. 3. By default Document Prefix will be I. You can change it to something else. Pref...
Fri, 2 Aug, 2019 at 6:20 PM
How to create sales invoice with pending amount ?
1. If you are creating sales invoice for new customer follow below steps 2. Go to Set-Up → Customers 3. Click on ‘Add Customer’ 4. Enter the required ...
Fri, 2 Aug, 2019 at 6:25 PM
While creating the sales invoice in disconnected mode getting error ‘Document number already exist’.
1. Click on regular delta sync (black button) which will sync all your disconnected data to server and vice versa. 2. Click on ‘Advanced Disconnected Sy...
Sat, 3 Aug, 2019 at 3:01 PM
How to check item sales price history ?
Go to Set-Up → Items Select the item and click on tool strip button ‘View Sales Price History’. You will get the list of sales price along with the D...
Wed, 25 Sep, 2019 at 6:10 PM