Sale Invoice

Sale Invoice Overview:  

Sales Invoice/Receipts are permanent transactional documents that can be edited or reversed, but never deleted (except the last bill). Below we’ll cover through the process, of completing a sale, and for added reference, check out the video below where you can see a quick sale on Uprow in action!

 

Completing a Sale Invoice/Receipt:

Remember that your receipt form and fields may vary from the default used for this discussion, depending on your settings. 

     1.    To make a sale invoice go to Sale > Sale Invoice on menu bar on left side. A new sale invoice form

            is displayed.     

     

Important Note: Before you can add products to your cart, you will need to ensure that you have first opened your cash register and entered in your float amount. You can read more about doing that here .

     

     2.    Press Enter or tab to select customer name. Search the customer name and attach the customer

            to sale.

     

     3.    Select the invoice series if you have made multiple invoice series. 

     4.    Invoice date will automatically get populated. It will be the current date of your system by default. 

     5.    Select if the item price are inclusive or exclusive of taxes. By default we have set the prices

            inclusive of all taxes. 

     6. In the Item table, list items to be sold by any of these methods: 

     

           •    Enter the Item code, Barcode, UPC or Item name manually using keyboard or 

           •    Scan the Item code, Barcode or UPC using barcode scanner. 

Searching Tips:

     •    To search an item manually, go to item code, press enter or tab.

     •    By searching for a product like ‘Skirt the Uprow search bar will display all items with the

           word ‘Skirt. To specify a product even further, try expanding your search criteria, such

           as ‘leather skirt. 

     •   Your search results will display any variant products associated with the products,

           unless the variant itself is specified. 

     •    If you are using a Scanner, you will simply need to point and click the barcode of the

           item, and the product will automatically be added to your sales cart.  

           Note: If you need to remove a product from the cart, simply click on the bin icon on the

           product’s row.

     7.    Edit individual item quantity, prices, discounts, tax or salesman etc., as necessary.

     8.    Click on Discount link on the right side if you want to give discount on whole invoice. This could

            be in percent or amount. To find out more about creating on-the-spot discounts click here .

     

     9.    Click on Payment Button in the right side of the screen to go to the Tender screen.

     10.   Enter tender amounts and type(s). Enter the amount of cash your customer has handed you either

             manually or by clicking the MAX button. The Balance amount indicates whether you need

             additional cash from your customer or owe your customer change. If the payment is method is

             Cash, and the amount tendered is more than that the total sale price, Uprow will display the

             correct change for you to give to your customer.

     

     11.   Click Save (F6) to save complete the transaction or Save and Print (F5) to print out a receipt for

             your customer and Save the transaction.

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