TutorialsSales
Record a sales invoice, step by step
From choosing the customer to approving the invoice: what to fill in, what Hexabooks does for you, and what to do if you make a mistake.
· 1 min read · Hexabooks
This tutorial walks through one sales invoice, from the first field to the approval. It takes a few minutes.
1. Open a new invoice
Go to the Sales menu and choose Invoices. Start a new invoice. The date uses Bikram Sambat, and the invoice number is filled in for you.
2. Choose the customer
Pick the customer from the list. If the customer is new, add them first, so the invoice has the right account behind it.
3. Add the items
Add each item with its quantity and rate. If you use price levels, the price valid on the date is the one used. VAT is 13% by default, and prices can include tax or not.
4. Check the total
Read the taxable amount, the VAT and the total before you save. The amount is also shown in words, in lakh and crore, for the printed copy.
5. Approve it
Approving the invoice does the rest. The debit and credit entries are posted for you, your stock is recorded as sold, and the invoice is posted to IRD CBMS. If a post to IRD fails, it is tried again every day, and each attempt is logged.
If you make a mistake
Once IRD mode is on, an invoice cannot be edited or deleted. Raise a credit note against it instead, with the items or amount being corrected. Credit notes are posted to IRD CBMS too.
Keep reading
- HR and payroll
· 1 min read
Run payroll for the month
Set up the pay parts once, then book each month's salary, check the payslips and approve them.
See Hexabooks with your own numbers
Tell us about your business. We will show you the modules you need, and set up your company at no cost.