Sales Receipt

The Sales Receipt function is used for transactions where payment is received at the time of sale. This is common in retail or point-of-sale scenarios where the customer pays immediately upon receiving the goods or services.

Create Sales Receipt

1. Navigate to Sales menu, click Create option in the top right corner.

2. Select Sales Receipt option.

3. Fill in the necessary details for the sales receipt including recipient details, payment methods.

4. Choose from the following options:

   • Save as Draft: Save the sales receipt as a draft for future editing.

   • Save and Approve: Save the sales receipt and approve it for further processing.

   • Save and Send: Save the sales receipt and send it to the customer for review.

Options for Managing Sales Receipt

To perform actions on sales receipt, click the button next to the sales receipt. This reveals a dropdown menu with options for managing the sales receipt. Below are the available options

• View: View the details of the sales receipt without making any changes.

• Edit: Make changes to the sales receipt, such as updating quantities, prices, or adding/removing items.

• Void: Cancel the sales receipt if it's no longer needed or if there was an error in its creation.

• Clone: Create a duplicate copy of the sales receipt, which can be helpful if you need to create a similar sales receipt for another customer or transaction.