Steps to Create a Sales Invoice¶

A Sales Tax Invoice is used to record the sale of products to a customer. In IMS ERP, you can enter details like date, customer, warehouse, products, quantity, discount, and payment information. This ensures accurate sales, stock updates, and billing records.¶

Steps to Create a Sales Tax Invoice¶

1. Go to "Transactions" from the main menu.¶

2. Select "Sales Transaction" from the available menu.¶

3. Choose the "Sales Tax Invoice" option.¶

4. Choose the "Entry Date"
Eg: 2025-11-11¶

5. Enter the Reference Number.
Eg: TI1-IMS-82/83¶

6. Choose the Warehouse
Eg: Main Warehouse¶

7. Click on Customer or add customer¶

8. Click on Customer and press Enter to open the customer list, then select the customer you want to make the sale to.
Eg: Loyal Customer Pvt Ltd¶

9. You can add remarks as needed.
For example: "Urgent delivery," "Gift item".¶

10. In the "Barcode" field, enter the product barcode number and add the product "Quantity", then click the "Save" button to save it.¶

Or
h3. 11. In the "Description" field, click, enter, and select the product you want to sell. The product must be created in the Product Master and available in stock.
Eg: "CURRENT HOT N SPICY NOODLES 100 GM (PACK OF 15 )"¶

12. Click on "CURRENT HOT N SPICY NOODLES 100 GM (PACK OF 15 )" and select Unit
Eg: Box¶

13. Enter the quantity of the product you want to sell.
Eg: "50"¶

14. Type "10"
Eg: "10"¶

15. Click on Apply to apply the discount to this product.¶

16. You can choose the item expiry date if you tick the "Is Expiry Track Item" option while creating this product in the Product Master.¶

17. You can add more products either by clicking the "+" button or by pressing Enter to add another product to the list.¶

18. Click on the "Save" option to save the sales invoice.¶

19. After clicking the Save button, the Bill Tender screen appears.¶

20. Choose the payment terms from the "Payment Info" section.
Eg: Cash¶

21. Enter the amount
Eg: 112500.00¶

22. Click on "Balance Amount" to match it with the net amount.¶

23. Click on the "Add" button to add the amount.¶

24. If you want to change the payment terms, simply click on the "Remove" button, select the new payment terms, and click "Add".¶

25. Click on the "SAVE" button to complete and save the payment process.¶

26. Click on OK¶

27. Click on "VIEW (F4)" to view the voucher.¶