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To create a Sales Invoice, you can go through below steps

Step 1 : Login to your AltheaSuite account.

Step 2: From the main menu options, go to Sales Sales Invoices.

Step 3: Click on Create Invoice to create a new sales invoice.

Step 4: In the New Invoice page, few details like Business Location, Cash Register, etc will be pre-selected. You can change it if required.

Step 5: You can select the Customer by typing, clicking on down arrow with few Customer selections, or can also search or create a new customer by clicking on the three-dotted button.

To create new customer

  • Click on the three-dotted button […]
  • Click on New button.
  • Enter basic customer details in the appropriate fields including customer name, phone number, email id, and click on Create.

Step 6: Similarly, you can select the Employee.

Step 7: Enter the SKU of the product by manually typing it or by scanning.

If you do not know SKU you can also select the Item by its name. Item name can be selected by directly typing it, by clicking on down arrow with few item selections or by clicking on the three-dotted button which will show all items as well as allow creating a new one.

Step 8: You can also change the quantity of selected items. Enter the invoice qty in Quantity field.

Step 9: If you want to remove any item from the invoice you can click on the three-dotted button and click on Remove.

Step 10: Click on Pay Now to save the payment details.

Step 11: Select the payment mode [Cash, Card, Store Credit, etc] and enter the amount received in the Amount field. You can also use multiple payment modes for a single invoice. Click Save to complete the sale.

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