Raising a bill
The billing screen is where a shop spends its day. These are the questions it raises.
The billing screen is where a shop spends its day. These are the questions it raises.
Most of this is faster from the keyboard: F2 starts a sale invoice, F10 saves whatever is open, and Alt + C adds a customer or an item without losing the bill you are typing. The whole list is on the keyboard shortcuts page.
Go to Sales → Sale Invoices and press "+ New", or just press F2 from most screens. Pick the customer, add each item, and press F10 (or the Save button) to save. If the customer is not on your list yet, press Alt+C from the item box to add them without leaving the bill.
An item discount applies to one line. A bill discount applies to the whole invoice, and can be set before tax or after tax — before-tax reduces what GST is charged on, after-tax is a plain cash-off at the end. Both can be a percentage or a flat rupee amount.
Type the paid quantity in Qty and the free quantity in the Free column (if your trade shows it). The free units move out of stock but are not charged — GST law does not allow a separate taxable value for goods given free with a paid item on one bill.
If your trade has price tiers switched on, each item can carry a Retail, Wholesale, Dealer and Minimum price. On the bill, pick the tier for that customer from the toggle above the line items — the rate on every line updates to that tier, though a rate you have already typed by hand is left alone.
A Credit Note reverses a sale (goods a customer returned, or a price correction on a sale). A Debit Note reverses a purchase. Both are under Sales → Credit Notes and Purchase → Debit Notes, and they file in your GST return the same way any other document does — a return is not a lesser record, it’s a real one.
Sales → Quotations → + New. A quotation carries no GST liability and burns no invoice number — it’s a price offer, not a sale. Once the customer agrees, open it and convert it straight into a sale invoice; nothing has to be retyped.
Sales → Sale Challans → + New. A challan moves goods out of stock without raising a tax invoice — the right document when goods leave before the bill is ready, or for job work or a branch transfer. The invoice, when it is raised, can pull straight from the challan so the goods don’t get counted twice.
On the restaurant trade, Tables shows every table’s status. Opening one starts an order; "Send to kitchen" prints a KOT with no prices, and further rounds print as an amendment ticket. Settling the table turns the whole order into an ordinary sale invoice, in your normal invoice series.
Press Alt + A in Aned Book and ask in your own words. It runs on your own computer with no internet and no account — these pages are that same help, published so it can be found before you install anything.