How to create Sales Invoice inside ERPNext | Techsolvo LLP

How to Create a Sales Invoice in ERPNext
What is a Sales Invoice?
A sales invoice is a formal document that details the goods or services sold by a business to a customer. It includes information such as the items purchased, quantities, prices, taxes, and total amount due.
Why Use ERPNext for Sales Invoicing?
ERPNext is a comprehensive open-source ERP solution that streamlines various business processes, including sales and invoicing. By using ERPNext, you can:
Automate the invoicing process: Reduce manual errors and save time.
Generate professional-looking invoices: Customize your invoice templates.
Track sales and revenue: Get real-time insights into your business performance.
Integrate with other business functions: Seamlessly connect sales, inventory, and accounting.
Steps to Create a Sales Invoice in ERPNext:
Log in to ERPNext:
Open your ERPNext instance in your web browser.
Enter your credentials and log in.
Navigate to the Selling Module:
Once logged in, you'll see the ERPNext dashboard.
Click on the "Selling" module from the top navigation bar.
Create a New Sales Invoice:
In the Selling module, click on the "Sales Invoice" button.
A new sales invoice form will open.
Fill in the Customer Details:
Customer: Select the customer from the dropdown list or create a new one.
Customer Address: Enter the customer's shipping address.
Delivery Date: Specify the expected delivery date.
Payment Terms: Choose the payment terms (e.g., net 30 days).
Sales Order: If the invoice is based on a sales order, select it here.
Add Items to the Invoice:
Click on the "Add a Row" button to add items to the invoice.
Item: Select the item from the item list.
Quantity: Enter the quantity of the item.
Rate: Enter the unit price of the item.
Amount: The total amount for the item will be calculated automatically.
Discount: Apply a discount to the item, if applicable.
Add Taxes and Charges:
Taxes: Apply applicable taxes to the invoice.
Charges: Add any additional charges, such as shipping or handling fees.
Review and Submit the Invoice:
Review the invoice details to ensure accuracy.
Click on the "Submit" button to save the invoice.
The invoice will be generated and can be printed or emailed to the customer.
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