Creating a Sale Invoice

You can create sale invoices outside the POS, directly from the admin panel — useful for account/credit customers or invoices that don't need a live cashier session.

Go to Operations → Sale Invoices and click Create:

Fields

• Customer: optional — leave empty for a cash (walk-in) customer.
• Warehouse: (required) the warehouse stock is deducted from; defaults to the first active warehouse in the current branch.
• Sale Date: (required) defaults to today, editable.
• Notes: optional free text.

Product Table

Click Add Product for each line item, then for each row:

• Product: search and select from the product catalog.
• Variant: only shown for products with variants (e.g. size/color).
• Unit: only shown for multi-unit products; the default sale unit is pre-selected.
• Quantity: capped by the stock available in the branch's warehouses; the icon button beside the field shows the maximum sellable quantity.
• Price: auto-filled based on the customer's price tier (retail/wholesale) and editable; a warning appears if the price is below purchase cost.
• Tax and Discount: each has a toggle to switch input between a percentage % and a fixed amount — click the icon beside the field to switch.
• Total: calculated automatically per row.

Below the table, the invoice totals are shown: subtotal, tax amount, discount amount, shipping amount (editable), and grand total.

Saving

• Create: saves the invoice and returns to the list.
• Create & create another: saves the current invoice and immediately opens a new form — useful for entering several invoices in a row.
• Cancel: discards the input and returns to the list.

Notes

• Once saved, editing the invoice reveals Amount Paid and Balance Due fields.
• To record a return against this invoice, see Sales Returns.
• To add a new customer before the invoice, see Customers.