Creating Sales Invoice

You can create a new sales invoice in RefineBooks from two places i.e.

  1. By using New + option available in header bar.

    new-sales-invoice-option-decfill
  2. Using New + button available under Sales Invoice option in the left side menu.
    sales-invoice-in-decfill-add-new

Once you select the option of adding sales invoice, it will open a new window where you are required to enter all the below details for making a new sales invoice

  1. Sales To
    All the accounts having account nature of Debtors, Suppliers, Bank, Bank OD/CC/AC, Cash In Hand & Suspense will list here.
    You can select any ledger account in nature of Debtors or Creditors, if the sales are on credit otherwise select Cash/Bank nature account for cash sales.
  2. Customer Name/Display Name
    Enter the name of the customer. If you select Debtor or Customer account then it will get auto filled on the basis of the information which you have entered for that particular Debtor or Creditor account.
  3. Invoice No.
    Enter the invoice number. Application will auto increase your last invoice number by 1 whenever you create a new invoice from next time.
  4. Billing Address
    If you select Debtor or Customer account then Billing Address will get auto filled on the basis of the information which you have entered for that particular Debtor or Creditor account and will remain locked. If the sales is made in Cash then you can enter it manually.
  5. Shipping Address
    If you select Debtor or Customer account then Shipping Address will get auto filled on the basis of the information which you have entered for that particular Debtor or Creditor account. If the sales is made in Cash then billing address will get auto filled in Shipping Address. Shipping address will remain editable and can be edit for individual sales invoices.
  6. GSTIN
    If you select Debtor or Customer account then GSTIN will get auto filled on the basis of the information which you have entered for that particular Debtor or Creditor account. If the sales is made in Cash then you can enter GSTIN manually.
  7. Due Date
    You can select the date on which the invoice falls due.
  8. Items/Service Table
    Select the product/service which you have sold. All the other details (Description, Price/Unit, Tax) will get auto filled. You can also edit these details (if required).
  9. Cartage
    Enter the amount of Cartage if any.
  10. Round Off
    Round off will be calculated automatically. You can also change it, if required.
  11. Notes
    Default invoice notes will be show here. You can also edit these notes.
  12. Save & Print or Save
    Once you complete all the above steps, you can save or print your invoice.