Retail Invoice

How to Create Retail Invoice.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click the + ADD NEW top of the right of the page.
• Select the CUSTOMER NAME, PLACE OF SUPPLY, RETAIL INVOICE DATE and other details.
• Enter the RETAIL INVOICE NUMBER. The invoice number is generally auto-generated. You can manually enter the invoice number as well by clicking the settings this field.
• Select PRODUCT.
• Enter the QUANTITY, RATE, DISCOUNT and TAX to be applied on the product.
• After entering all the details, click SAVE.

Other Actions for Retail Invoice.

There are a host of other actions that you can perform on a retail invoice in FinalBooks.

• View Invoice.
• Print Invoice.
• Edit Invoice.
• Delete Invoice.
• Clone Invoice.
• Credit Note.
• Print Envelope.

How to Print Retail Invoice.

To print a retail invoice:

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click Action-->Print in the right of the list.
• Check the preview and click PRINT.

How to Edit Retail Invoice.

You can change the details of your existing retail invoice. Here’s how:

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click Action-->Edit in the right of the list.
• After updating all details, click UPDATE.

How to Delete Retail Invoice.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Select Action-->Delete.
• Click DELETE IT to confirm.

How to Clone Retail Invoice.

If you want to Create an retail invoice with the same details as an existing one, you can choose to clone it rather than create a new invoice. Here’s how:

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click Action-->Clone in the right of the list.
• Make necessary changes in the New invoice page.
• Click Save to Create a new cloned invoice.

How to Credit Note Create From Retail Invoice.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click Action-->Credit Note in the right of the list.
• After updating all details, click UPDATE.

How to Print Envelope in Retail Invoice.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click Action-->Print Envelope in the right of the list.

• Select ENVELOPE TEMPLATE
• After selecting template, click PRINT.

How to Save Retail Invoice as Draft.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Click the + ADD NEW top of the right of the page.
• Select the CUSTOMER NAME, PLACE OF SUPPLY, RETAIL INVOICE DATE and other details.
• Enter the RETAIL INVOICE NUMBER. The invoice number is generally auto-generated. You can manually enter the invoice number as well by clicking the settings this field.
• Select PRODUCT.
• Enter the QUANTITY, RATE, DISCOUNT and TAX to be applied on the product.
• After entering all the details, click SAVE AS DRAFT and enter reason.

How to Convert Drafted Retail Invoice to Retail Invoice.

• Go to the INVOICE menu and select RETAIL INVOICE.
• Select draft filter from top.
• Select retail invoice which you want to convert to retail invoice.
• Select Action-->Create invoice.
• After entering all the details, click SAVE.