Create an Invoice in GPOS
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
Log in to your GPOS dashboard.
From the side menu, navigate to the “Sales” module.
Click on “Add Sale” or open the POS billing screen.
✅ Step 2: Add Customer Details (Optional)
Select an existing customer or add a new one.
You can search by name or mobile number.
If no customer is selected, the invoice will be generated as a “walk-in” customer by default.
✅ Step 3: Add Items to the Invoice
Scan the product barcode or search by item name.
Select the desired product and enter the quantity.
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
Choose the customer’s payment method – Cash, Card, Mobile Payment, or Credit.
Enter the amount received if partial payment is made.
✅ Step 6: Finalize and Save Invoice
Review all items and prices before saving.
Click the “Save” or “Print & Save” button.
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.