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Create an Invoice in GPOS

PostedAugust 7, 2025
UpdatedAugust 7, 2025
Byadmin

This tutorial will guide you through the step-by-step process of creating a new sales invoice in GPOS.

🛠️ Why You Need to Create an Invoice

  • To record a sale transaction

  • To provide an official bill to the customer

  • To track product movement and inventory

  • To update your sales reports and accounts

📋 Steps to Create an Invoice in GPOS

✅ Step 1: Go to the Sales Screen

  1. Log in to your GPOS dashboard.

  2. From the side menu, navigate to the “Sales” module.

  3. Click on “Add Sale” or open the POS billing screen.

✅ Step 2: Add Customer Details (Optional)

  1. Select an existing customer or add a new one.

  2. You can search by name or mobile number.

  3. If no customer is selected, the invoice will be generated as a “walk-in” customer by default.

✅ Step 3: Add Items to the Invoice

  1. Scan the product barcode or search by item name.

  2. Select the desired product and enter the quantity.

  3. Repeat this step for all items being purchased.

✅ Step 4: Apply Discounts (If Any)

  • You can apply a manual discount per item or on the total bill.

  • Discounts can be set as a fixed amount or percentage.

  • If there are active promotions (e.g., Buy X Get Y), GPOS will apply them automatically.

✅ Step 5: Select Payment Mode

  1. Choose the customer’s payment method – Cash, Card, Mobile Payment, or Credit.

  2. Enter the amount received if partial payment is made.

✅ Step 6: Finalize and Save Invoice

  1. Review all items and prices before saving.

  2. Click the “Save” or “Print & Save” button.

  3. GPOS will generate the invoice with a unique invoice number.

🔐 Important Notes

  • Only authorized users can access the billing screen.

  • Once saved, the invoice is recorded in your system, and the inventory is updated.

🎯 Tips

  • Always double-check item quantities and discounts before saving.

  • If you have a barcode scanner, it will speed up the item selection process.

  • You can enable invoice printing by default from the settings.

By following these steps, you can easily generate a professional invoice using GPOS — ensuring accurate billing, smooth checkout, and proper sales tracking.

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