How to Create a POS Invoice

How to Create a POS Invoice

Overview

This guide provides step-by-step instructions for generating a POS invoice — from selecting items to finalizing the transaction.




Prerequisites

Before creating a POS invoice, ensure:


  • A POS Profile is configured.

  • Items have selling prices in the Item Price List.

  • The default Warehouse is set (POS Profile settings override Item-level warehouse).


Tip: Check item availability in the warehouse. Out-of-stock items are marked with a red dot.



Step-by-Step Guide to Creating a POS Invoice

1. Access the POS Interface

Navigate to: Home > Retail > POS.

2. Select a Customer

  • Choose an existing customer or add a new one.


3. Add Items to the Cart

  • Method 1: Click item images from the list.

  • Method 2: Scan barcodes or enter serial numbers.

  • Use the Search field for large inventories.


4. Edit Item Details

  • Quantity: Adjust via the quantity box or +/- buttons.

  • Price/Discount: Edit if enabled in the POS Profile.


5. Review Cart Summary

Verify:

  • Net Total, Taxes, and Grand Total at the bottom.

  • Item quantities.


6. Process Payment

  • Select a payment mode (cash, card, etc.).

  • Enter the amount received. Change is auto-calculated if configured.


7. Complete the Order

Click Complete Order > Submit Sales Invoice. Print or email the receipt.


Key Features to Note

  • Accounting Entries: Automatically generated (View via View Ledger).

  • Returns: Create credit notes from the Recent Orders pane.



Troubleshooting

Here’s a quick look at some common issues you might run into.


  • Item not added? Check warehouse stock or barcode accuracy.

  • Price missing? Ensure it’s set in the Item Price List.



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