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Step 1: From the main menu option. Go to Sales -> Sales Invoice.


Step 2: Click Create Invoice to create a new sales invoice.

Step 3: Add items to the sale. If you click on the item field a drop-down list of your items will appear. Or you can type in the item’s name to find the desired item.

 

Step 4: One you select the items. Enter Item’s sales quantity in Quantity field.

Step 5: Click Pay Now to proceed to payment screen.

Step 6: Althea Suite will always prompt to enter serial number for this item. Do one of the following.

Option 1: Use the Down Arrow to select the appropriate serial number from the list.

                                                                 OR

Option 2: In the Add Serial number popup, enter the serial number. If item is added with multiple quantities. Enter serial number and press enter key to assign another serial number to the same item.


Step 7: To clear the assigned serial number, click serial number option and select Clear to remove assigned serial number. 

Step 8: Once you are done, click Save

Please note, if a serial number items are added to invoice, you will not be able to continue to the payment page until serial number is provided for each of the items.  

Step 9: You can invoice the transaction when you have assigned a serial number to all relevant items.

Step 10: Select customer to whom you want to create an invoice.

Step 11: Select the mode of payment and enter the received amount in Amount field.

Step 12: Click Save to complete the sale transaction.


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