Step by step
- Open Sales > Add Item Payment Sale (the screen needs your open cash register, like Add Sale).
- Choose a listed Customer (Walk-In-Customer can not be used here), the Date, Sales A/c and, if you use them, the Sales Representative, a Reference and a Sale Note.
- Search a product by name, code or barcode and press Enter or click it: its line is added. Picking the same product again adds 1 to its quantity.
- On each line set the Stock Location, Quantity, Unit, Price and Tax; the Price (Inc. Tax) and Subtotal follow.
- Paid Amount starts empty (0): type what the customer pays for that item; it can not go under 0 or over the Subtotal. What is left shows as the line's Due. A line paid in full keeps following its Subtotal when the quantity or price changes.
- On the right choose the Sale Tax and add the Shipment Charge and Service Charge; each has its own Paid (empty until you type it). Received is filled by itself (the paid amounts of the items and charges); choose the Payment Method and Debit A/c, or turn on Split Payment to take it in several methods (for example cash and bKash).
- Press Save, or Save & Print to print, email or SMS the invoice.
Good to know
- Received can not be typed: it is always the paid amounts of the items and the charges.
- A due is taken later from Item Payment Sales > Action > Add Receipt: each item and charge shows its due and you enter what is received for it, never more than its due.
- Split Payment: the first payment takes what the others leave of Received, so they always add up to it; a payment left empty is dropped when you save. Each payment is saved as its own receipt.
- The invoice number comes from the sales series, and the sale works like any other: stock, accounts, returns and reports.
- A product with Serial/IMEI needs its numbers in the box under its name, one for each unit.
- Edit changes every amount on the lines; the voucher's receipt follows them. A receipt taken later with Add Receipt stays as it is, so a line or charge can not go under what was received for it later, and such a line can not be removed.
- Turn it off on the Modules page. Needs the permissions Add Item Payment Sale (and Edit Item Payment Sale to change one).