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Direct Sales Invoice

The standard client sales invoice.

What it does

A standard invoice to a named client: line items, tax-inclusive pricing, per-line or whole-invoice discount, and a balance that posts straight to that client's AR account.

How it works

Select the client

The client is required for this invoice type — it's who the AR balance and the accounting entry post against.

Build the line items

Scan or search each item; Qty, Price, Discount, and Total all validate against negative values as they're entered.

Post

Generates the balanced Sales voucher and decrements stock for every line.

The problem it solves

This is the everyday sales transaction — the one place pricing, discounting, stock, and the client's running balance all have to agree, so nothing here is left to a spreadsheet reconciled after the fact.

← Sales