Sale Module Summary

Sale: Invoice

Overview

The Invoice module under Sale serves as the central mechanism for recording and managing customer purchases. It enables users to generate structured sales invoices that reflect real-time product selection, pricing, tax, discount, and payment details. Each invoice entry is tightly integrated with the Inventory module for stock deduction, the Parties module for customer ledger updates, and the Receivable module for tracking outstanding payments.

Invoices can be created manually or dynamically, with flexible options for applying discounts, selecting payment modes, and tagging reference numbers. The system ensures that every transaction is traceable, auditable, and financially reconciled across modules. Whether you're issuing a single invoice or managing high-volume sales, this module provides the operational backbone for transparent and efficient billing.

All invoice records are displayed in a searchable, filterable table view, allowing users to monitor transaction history, print documents, and initiate returns when needed. The module’s behavior—such as discount logic, tax rates, currency format, and payment options—is fully configurable via the Settings module, ensuring adaptability to your business rules and regional compliance.

Sale: Return

Overview

The Return module under Sale is designed to handle customer product returns with precision and accountability. Whether initiated manually or linked to a previously issued invoice, each return transaction updates inventory stock, adjusts customer balances, and optionally triggers credit notes for financial reconciliation via the Accounts module.

Returns are essential for maintaining trust, correcting errors, and managing post-sale adjustments. This module allows users to process full or partial returns, apply original discounts, and reflect payment modes used in the initial transaction. Returned items are automatically restocked in the Inventory module, and the customer’s ledger is credited in the Parties module. If the original sale created a receivable entry, the Receivable module adjusts the outstanding balance accordingly.

Users can initiate returns manually or fetch data directly from existing invoices, streamlining the process and reducing entry errors. Each return record is stored in a searchable dashboard with options to print, edit, or delete. Like the Invoice module, all behavior—discounts, payment modes, currency format—is governed by configurations in the Settings module, ensuring consistency across your ERP environment.