View, manage and create sales documents
Checking API...Overview of sales value, invoices, collections, and customer outstanding.
Create customer sales order before invoice confirmation.
| Item Code | Service Item | Description | Unit | Qty | Rate | Discount % | VAT % | Total | VAT | Net | Stock Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No sales order item rows added. | ||||||||||||
Create sales invoice directly from TH_Items with customer-first entry.
Create invoice from a confirmed sales order or make a direct sales invoice without order.
| Item Code | Service Item | Description | Unit | Qty | Rate | Discount % | Purchase | VAT % | Total | Tax | Net | Action |
|---|
Check invoice total, receipt amount, difference, and payment status before saving.
Open the exact sales order from this separate selection form.
| Order No | Order Date | Customer | Amount | Status | Action |
|---|---|---|---|---|---|
| No eligible sales orders. | |||||
Create customer sales return using the same common layout.
| Item Code | Service Item | Description | Unit | Qty | Rate | VAT % | Total | Tax | Net | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No sales return item rows added. | ||||||||||
Receipt register first, then open a receipt detail form for new entry, view, invoice allocation, preview, export, and attachments.
Double-click any row or use View to open the receipt detail form.
| Receipt No | Date | Customer | Payment Mode | Reference No | Amount | Action |
|---|---|---|---|---|---|---|
| No receipt records available. | ||||||
Receipt detail form with sales invoice allocation and common portal tools.
Select open invoices and enter allocated amount against each invoice.
| Allocate | Invoice No | Date | Customer | Net Amount | Open Balance | Allocated |
|---|---|---|---|---|---|---|
| No sales invoices available for allocation. | ||||||
Create customer credit note with the same common form style.
| Item Code | Service Item | Description | Unit | Qty | Rate | VAT % | Total | Tax | Net | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No credit note item rows added. | ||||||||||
Create refund request using the same common layout.
| Item Code | Service Item | Description | Unit | Qty | Rate | VAT % | Total | Tax | Net | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No refund item rows added. | ||||||||||
Clean customer profile with quick search on top, basic details first, then transactions, statement, address, contacts, settings, and notes.
Double-click any row or use View to open the selected customer. Keep New Customer only for new record creation.
| Code | Customer Name | Mobile | Credit Limit | Action | |
|---|---|---|---|---|---|
| No registered customers found. | |||||
Detailed customer form opens only after selecting a customer from the list or clicking New Customer.
List item prices for this customer and maintain customer-specific selling rates.
| Item Code | Service Item | Item Group | Unit | Base Price | Customer Price | Discount % | Final Price |
|---|---|---|---|---|---|---|---|
| Open a customer or create a new customer to manage customer-wise item prices. | |||||||
Use date range and search, then preview, print, PDF, or Excel on filtered rows.
| Invoice Date | Invoice No | Mode | Total | Cash | Balance |
|---|---|---|---|---|---|
| No invoice data. | |||||
| Receipt Date | Receipt No | Invoice No | Mode | Amount |
|---|---|---|---|---|
| No receipt data. | ||||
| Activity Date | User | Activity | Service | Status |
|---|---|---|---|---|
| No activity data. | ||||
Statement with date range filter and export tools.
| Date | Type | Document No | Debit | Credit | Balance |
|---|---|---|---|---|---|
| No statement lines available. | |||||
Search and export sales report data.
| Date | Invoice No | Customer | Mobile | Items | Total | Cash | Balance |
|---|---|---|---|---|---|---|---|
| No report data. | |||||||