A sales bill is a sheet that contains the list of purchased items and their respective rates.

Benefits of Sales Bill:

• The customers will know the items purchased and their corresponding rates.

• It helps in filing tax returns.

• Sales Bill helps in effective inventory handling by tracking the best-selling and slow-moving recipes.

How to create a sales bill?

Step 1:

On the home page, Click on Sales --> Sales.

Step 2:

You can choose customers based on order type such as AC, Eat-In, Dine-in, etc.

Step 3:

Choose the customers for whom the bill is to be prepared. The customers can be existing or new. To add customers, click on Add Customer.

Step 4:

You can either choose customers from the list shown or enter the details of the new customer.

• For existing customers, select the customers from the list shown.

• For new customers, enter the details and click on Done.

Step 5:

If there is a discount for a customer belonging to a customer group, then that discount will be applied to the bill. To know more about Customer Groups and discounts, click here.

Step 6:

Choose the items that are to be billed.

• If the item has a variant, then you will be asked to choose the variants (Large or Regular)

• If the item has a modifier like toppings, hot or cold milk, sauce then you can choose that from the pop-up that is displayed while billing. You can choose the quantity, variants, toppings, discount value, type, and the reason for giving that discount.

Note: There are chances of items going 'Out Of Stock'. In that case, you will receive an alert message while selecting the out of stock item.

Step 7:

Once the variants, toppings, and discounts are chosen, the items are added to the cart.

Step 8:

The item discount, and discounts from customer group are all added and the total amount is displayed.

Step 9:

Click on Pay to make the payment.

Note: The username should be mapped to ServQuick Web Print tool for the receipt to be printed. Else, it will show a pop-up like,

Step 10:

There are different payment modes as: Cash, Credit, PayTM, UPI, coupons, etc. Choose any of the payment options from the list and enter the amount. If the amount entered is greater than the bill amount, then the balance to be provided is mentioned on the screen. Click on the Tender to make payment.

Note: Tender is the payment that the customer has to provide on account of purchasing the items.

Step 11:

After clicking on tender, you will be asked to enter the email address for sending the bill to your mail id. Enter the mail id and click on Done.

Step 12:

Once the payment is made, you will get a success message. 

Step 13:

Now the sales bill has been created. This can be viewed in Reports--> Sales Summary--> Sales Summary/ Sales Details.

Note: Both Sales Summary and Sales Details will give you the detailed information of the sales bills that are created.

Step 14:

You can Apply filters to view the desired sales bill report.

Step 15:

After applying filters, you will be able to view the sales bill created.