How do I create new sales receipt?

A document which typically shows the date and time a purchase was made, items purchased, amount of purchase price and totals, the name and location of store/entity where the purchases were made, and supplemental information concerning store returns, the method of payment used and other relevant sales-related information. Sales receipts are often necessary for store returns or exchanges.

Steps to Create New Sales Receipts

1. Log in and access Sales Receipts App from your universal navigation menu bar.
2. Click on “Create” button, select “Create New Sales Receipt” from the Left navigation panel.
    
3. You will be opened with a "Create Sales Receipt" pop up where you can include Items or Services or both in the Sales Receipts. 
   
4. Select your choice and click on Continue button to move to the Creation page. 
5. Provide the following information:
   • Customer - Name of the customer. 
   • Contact – Name of the Customer’s Contact.
   • Sales Rep - Name of an employee will be pre populated. 
   • Sales Receipt # - This is an auto generated or manually entered number to identify Sales Receipt. 
   • Sales Receipt Date - Sales Receipt Date. 
   • Discount - Either in percentage or fixed. 
   • PO/WO Number - Number to identify PO. 
   • Template - Select a template from a predefined list. 
   • Currency - Select a currency from a predefined list. 
   • Notes to Customer - A short description about a Sales Receipt. You can also send your own notes to the customer by configuring general settings.
   
6. Fill in the services provided:
   • Task Name - Name of task will be pre populated. 
   • Hours - Enter hours spent for task. 
   • Rate - Enter rate per hour. 
   • Tax Code - Select a tax code from a predefined list. 
   • Amount - This field is auto calculated from number of hours spent and rate per hour.
7. Click on “Add Tasks” to add more tasks.
   
8. Fill in the Products/Items Sold:
   • Item Name - Name of an item will be pre populated.
   • Quantity - Number of items to be Sales Receiptd will be pre populated. You are allowed to update this field. 
   • Rate - Rate per item will be pre populated. You are allowed to update this field. 
   • Tax Code - Select a tax code from a predefined list. 
   • Amount - This field is auto calculated from the number of items and rate per item.
9. Click on “Add Items” to add more items.
   
10. Click on “Save” button to complete.
    
    
    
11. Click on “Preview” button to view the sales receipt PDF view, if needed. 

Related Links

Read more about:

• Create sales receipt for services
• Create sales receipt for items
• Create sales receipt for both items/services
• Create custom attributes