Overview

The Sales Invoice View provides a detailed breakdown of the sales transaction, including item details, billing, and delivery information, as well as various actions that can be performed on the invoice, such as printing, emailing, or crediting the invoice.

Details in Sales Invoice View

1. Invoice Information:

   • Sales Invoice Number: The unique identifier for the sales invoice (e.g., INV-2024040).
   • Invoice Date: The date the invoice was created (e.g., 15/04/2024).
   • Due Date: The date by which payment is due (e.g., 15/04/2024).
   • Created From: The source of the invoice creation, such as ERP.
   • Branch: The branch handling the sales transaction (e.g., 001 Mamphele).
   • Department: The department responsible for the sales transaction (e.g., 001/2018 level2).

2. Document Details:

   • Sales Type: The type of sale (e.g., Retail).
   • Sales Man: The salesperson responsible for the sale (e.g., Varadharaj V).
   • Payment Terms: The payment terms for the transaction (e.g., Cash Only).
   • Shipping Company: The shipping company used for delivery (e.g., Default).
   • Location: The location where the goods will be shipped (e.g., A1).
   • Customer Currency: The currency used for the transaction (e.g., INR).
   • Phone: The contact number for the customer (e.g., 2342342).

3. Billed To & Delivered To:

   • Billed To: The customer's billing details, including the name, address, and contact information.
   • Delivered To: The delivery address for the goods, including the recipient's name, address, and contact information.

4. Line Details:

   • Item Code: The code for the item being sold (e.g., 1010).
   • Item Description: The description of the item (e.g., Dell Laptop).
   • Quantity: The quantity of each item sold (e.g., 1 each).
   • Price: The unit price of the item (e.g., ₹186.880).
   • IGST: The Integrated Goods and Services Tax applied (e.g., 28.507).
   • Discount: Any discount applied to the item (e.g., 0.000).
   • Batch No: The batch number associated with the item (if applicable).
   • Item Tax Type: The tax type applicable to the item (e.g., GST 18%).
   • Total: The total value of the item, including taxes (e.g., ₹186.880).

5. Total Values:

   • Sales Total: The total amount before taxes (e.g., ₹186.880).
   • Total Tax Excluded: The amount excluding taxes (e.g., ₹158.373).
   • Included Taxes: The tax amounts included in the total (e.g., SGST (9%) ₹14.254, CGST (9%) ₹14.254).
   • Total Invoice Value: The grand total of the invoice (e.g., ₹186.880).

Actions:

• Pin: Pin the invoice for quick access.
• Print Receipt: Print a receipt for the transaction.
• Edit: Make edits to the invoice.
• Credit This: Create a credit note for the invoice.
• Email: Send the invoice details to the customer via email.
• Print: Print the invoice for record-keeping or sharing.
• Invoice Link: Generate a shareable link to the invoice.
• Void: Void the invoice if necessary.
• Repeat: Create a duplicate of the invoice.

This documentation provides a clear and detailed understanding of the Sales Invoice View, ensuring that users can effectively manage and review their sales transactions within the system.