The Sales Module is the heart of your billing workflow. It covers the entire sales cycle: send a Quotation to your customer, convert it to a Sales Order when confirmed, and then generate a Sales Invoice when goods are delivered. Record partial or full payments, handle returns with credit notes, and share professional invoices via WhatsApp or PDF. Stock automatically decreases with every sale, GST is auto-calculated, and outstanding balances are tracked per customer. Whether you are a retailer doing quick cash sales or a wholesaler managing credit accounts, everything is handled here.
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Create GST-compliant sales invoices with auto stock deduction, tax calculation, multiple payment modes, item discounts, shipping charges, and instant sharing via WhatsApp or PDF.
Process customer returns with credit notes, automatic stock restoration, balance adjustments, item-level details, and GST credit adjustment.
Record incoming payments from customers outside of invoices — settle outstanding balances, receive advance payments, or collect partial amounts with multiple payment modes and full tracking.
Create confirmed sales orders from customers, track fulfillment, add item details with discounts and taxes, and convert to sales invoices with one click — no stock impact until invoiced.
Send professional price proposals to customers with item details, discounts, taxes, and shipping charges. Share via WhatsApp or PDF and convert accepted quotes to sales orders or invoices instantly.
Yes, Stock Register supports both. If GST is enabled for your business and items have GST rates configured, tax is auto-applied on invoices. For non-GST invoices, simply keep GST disabled or set item tax rate to 0%. You can mix both in the same business.
After creating an invoice, click the 'Share' button. You can send it directly via WhatsApp or download it as a professional PDF to share via email or any other method. The invoice includes your logo, business details, and all item/tax information.
Yes, once a quotation is accepted by your customer, you can convert it directly into a Sales Order or a Sales Invoice with a single click. All the item details, quantities, and prices are carried over automatically. This workflow eliminates double entry and saves time.
While creating a sales invoice, enter only the amount received in the Payment Amount field. The remaining balance is automatically tracked as outstanding against that customer. You can record additional payments later using Sales > Payment In. The customer's total outstanding balance is always visible in their party profile.
A Quotation is a price proposal — it does not affect stock or accounts. A Sales Order is a confirmed order that helps you plan fulfillment but also does not reduce stock yet. A Sales Invoice is the final bill that deducts stock, updates customer balance, and counts toward your revenue. The typical workflow is: Quotation → Sales Order → Sales Invoice, but you can skip steps and create a direct invoice if needed.
Manage inventory, billing, and accounting effortlessly.