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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