How to Create a New Sale Invoice — Step by Step

A Sale Invoice is a legally binding financial document that records every product or service sold to a customer. When FBR integration is active, each invoice is automatically transmitted to FBR and receives a unique Fiscal Invoice Number (FIN).

Step 1 — Open the Add Sale Screen

1. In the left sidebar, expand Sales.
2. Click Add Sale.
3. The invoice creation form opens in a full page or modal depending on your settings.

Step 2 — Set the Invoice Date & Invoice Number

1. Invoice Date: Defaults to today. Click the date field to change it for backdated or future-dated invoices.
2. Invoice Number: Auto-generated. Do not change this unless you have a specific reason — manual edits can cause FBR sequence errors.
3. Reference / PO Number: Optional field. Enter the customer's own purchase order number here for cross-referencing.

Step 3 — Select the Customer

1. Click the Customer dropdown and start typing the name.
2. Select the matching customer from the list.
3. If the customer does not exist, click the + icon beside the dropdown. A quick-add form opens — fill in the name, phone, and NTN, then save. The customer is now selected automatically.

Step 4 — Add Products or Services

1. In the Search Product field, type the product name or scan its barcode.
2. Select the product from the dropdown suggestion list.
3. The item appears in the invoice table with its default unit price and tax rate pre-filled.
4. Quantity: Click the Qty cell and type the correct quantity.
5. Unit Price: Edit if you need to override the default selling price.
6. Discount: Enter a percentage (%) or flat amount (PKR) discount per line item.
7. The Subtotal, Tax, and Total columns recalculate automatically.
8. Repeat this step for every item being sold.

Step 5 — Apply Invoice-Level Discount or Shipping Charges

1. Below the product table, locate the Order Discount field.
2. Enter a percentage (e.g., 5) or a fixed PKR amount (e.g., 500) to apply a discount to the invoice total.
3. If you are charging for delivery, enter the amount in the Shipping Charges field.

Step 6 — Record Payment

1. In the Payment section at the bottom, enter the amount the customer is paying right now.
2. Click Use Total Amount if the customer is paying in full.
3. If paying partially, enter only the amount received — the balance is saved as a receivable in the customer ledger.
4. Payment Method: Select from Cash, Bank Transfer, Cheque, Card, or any custom method configured by your admin.
5. Payment Date: Defaults to today but can be changed.
6. Payment Note: Optional. Add a bank reference or cheque number.

Step 7 — Save and Deliver the Invoice

1. Click Save and Print to open the print preview immediately, or
2. Click Save to save without printing.
3. After saving, the invoice appears in the Sales → List Sales table.

Delivering the Invoice to the Customer

• Print (A4 or Thermal): Click the Print icon on the invoice row in the Sales list.
• Download PDF: Click Actions → Download PDF.
• Email: Click Actions → Send via Email. A PDF is attached automatically to the outgoing email.