How to Create Sales Bills for Delivery Notes in RetailEasy On Cloud
Purpose:The purpose of converting a Delivery Note to a Sales Bill is to finalize the sales transaction by invoicing the customer for the delivered items. This step ensures that the billing process is completed, reflecting the products or services that have been shipped or delivered.
Example:
If a customer’s order has been shipped and a Delivery Note has been generated to confirm the shipment, converting that Delivery Note to a Sales Bill creates an official invoice for the customer. For instance, if a customer ordered 10 items and 5 items were shipped, the Delivery Note reflects the 5 shipped items. Once the Delivery Note is converted to a Sales Bill, the invoice is generated for the customer for the 5 delivered items.
Steps to create Sales Bill for the delivery notes
2.The Delivery Note selection pop-up displays the list of deliveries yet to be billed.
3.Select the Delivery Note that you want to issue bill.
4.The details of the selected delivery note appears in the grid.Press F6 or click "Save".
5.Payment Tender screen appears with the default payment option as 'Cash'.
Each of the letters in the alphabet list indicates the corresponding payment mode.
For example:
Press 'A' for Cash, 'C' for Credit Card, 'D' for Cheque and such like.
Specify the payment received in terms of Cash, Credit Card or Cheque.
To enter payment of multiple modes,
Press the key of the first payment mode and specify the amount.
For example:
Press 'D' for Cheque payments and enter the Cheque Amount, Cheque No (Cheque Number), Cheque Date and Bank.
Press the key of the next payment mode and specify the payment details.
For example:
Press 'C' for Credit Card payments and enter the Card Amount, Credit Card No (Card Number), Card Name and the Approval Code.
6.Click Ok to save the Bill.
7.After converting, the Delivery Note status becomes 'INVOICED'
Refer the report 'Sales DeliveryNote Summary'
FAQ'S
How can I access the Delivery Note Summary report in TruePOS?
To view the Delivery Note Summary report, follow these steps:
Navigate to the Dashboard.
Go to Reports → Sales → Delivery Report.
Click on Delivery Note Summary.
This report provides a summary of all delivery notes issued, helping you track deliveries efficiently.
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