The Sale Invoice module in Flovix is designed to streamline your sales billing process by allowing you to generate accurate invoices for your customers. This module ensures proper recording of sales transactions, manages discounts, taxes, payment terms, and delivery details, all while keeping your financial records up-to-date. Flovix provides a flexible interface to handle single or multiple products per invoice, including batch tracking, pricing, and additional charges.
By using the Sale Invoice feature, businesses can reduce manual errors, maintain transparency with customers, and quickly access invoice histories for reporting or auditing purposes.
Step-by-Step Guide to Creating a Sale Invoice in Flovix:
1. Access Sale Invoice Module:
Navigate to the Sale Invoice section from the main menu under Sales.
Click New to create a new invoice.
2. Select Customer:
From the Customer dropdown, select the customer for whom the invoice is being created.
Ensure customer details are updated for accurate billing.
3. Select Warehouse:
Choose the warehouse from which products are being sold.
4. Enter Invoice Details:
Assign an Invoice Number (system-generated or manual).
Set the Invoice Date.
Optionally link Company Quotation # or Customer Quotation # if applicable.
5. Add Products:
Select Product from the list.
Enter Batch Number, Unit of Measure (U/M), and Quantity.
Specify Price Each and check if the price is Tax Inclusive.
Apply Discounts or trade offers if any.
System will automatically calculate Amount and Tax.
6. Delivery and Sale Details:
Assign Delivery Man, Sale Representative, and Shipping Method.
Set Delivery Date and Sale Terms.
Link Sale Order ID or Construction Project if applicable.
7. Verify Invoice Totals:
Check Sub Total, Discounts, Tax, and Net Payable.
Enter COD/Payment Amount if any payment has been received.
Confirm Balance Due after payment.
8. Attachments and Notes:
Attach any relevant files like contracts, proof of delivery, or documents.
Add Memo/Notes for internal reference.
9. Save, Print, or Export:
Click Save to record the invoice in the system.
Use Print to generate a physical copy.
Export invoice for accounting or client sharing.
Key Features:
Create new sale invoices with unique invoice numbers.
Select customers and link them with previous orders.
Add multiple products with batch numbers, quantity, unit, and pricing.
Include discounts, taxes, and trade offers automatically.
Attach files or documents to invoices for reference.
Assign delivery man, sale rep, or shipment method.
Support for company and customer quotations.
Automatically calculate subtotals, total tax, net payable, and balance due.
Save, print, or export invoices for accounting and customer communication.
Benefits of Using Sale Invoice Module:
Ensures accurate financial records.
Reduces manual calculation errors.
Tracks customer purchase history for reporting and analysis.
Supports batch and inventory management.
Simplifies tax and discount management.
Allows quick printing and digital sharing of invoices.