How to create Invoice (Customer) document in Adempiere Retail

An invoice (customer) is a document that a seller gives to a customer, listing the products or services provided, the amount to be paid, and the payment terms.

User Access

Who Can Access

• Back Office
• Cashier
• Manager
• Admin

What User Can Do

• Review the Invoice
• Request Clarification or Correction
• Make Payment
• Keep the Invoice for Records
• Use it for Returns or Exchanges

Pre-Requisite Activities

• Customer Information Must Be Available
• Product or Service Must Be Sold or Confirmed
• Pricing & Tax Rules Must Be Set
• Payment Terms Must Be Defined

Business Rules

• Invoice Creation Rules
• Customer Rules
• Pricing and Tax Rules
• Payment Terms Rules
• Approval and Authorisation

User Interface

Step 1 : To Select a Branch in Menu.Then to click a Invoice(Customer).

Step 2 :To click a create new record option and to enter a details for Bill Time,Document no,Target Document Type,Business partner,user,price list,Reward points,Sales Representative,Currency,Location,Total lines and Document status.

Approval and Authorization

Step 3 :To click a Invoice line tab and to enter a Product ,HSN Code,Quantity,price,unit price,List price and line net amt.Finally to save the Invoice line.

Step 4 :To click a Invoice Tax tab and to create a new record option,then to enter a Tax value and to save the line.

Step 5 :To click a Payment Schedule tab and to click the create new record option,then to enter the values for Due date,Discount Date,Due amount,Discount amt.Finally to save the record.