Welcome to the Auxwall Gym Management Application!

In this tutorial, you will learn how to create a sales invoice.

Why Choose a Sales Invoice?

Using a sales invoice is crucial for several reasons, allowing you to:

• Track Revenue: Maintain accurate records of all sales transactions, which helps you manage your income effectively and assess the financial health of your business.
• Improve Financial Clarity: Clearly document transactions to facilitate better financial analysis and reporting, making it easier to understand your income streams.
• Enhance Professionalism: A well-structured sales invoice enhances your business's professionalism and credibility in the eyes of customers.
• Streamline Payment Processes: Clearly itemized invoices make it easier for customers to understand what they are paying for, leading to faster payments and fewer disputes.
• Facilitate Tax Compliance: Sales invoices serve as official documentation for your revenue, making it easier to report income and comply with tax regulations.
• Provide Valuable Insights: Analyzing sales invoices can help you identify trends in customer behavior, popular products, and seasonal sales patterns, aiding in strategic planning.
• Improve Cash Flow Management: By keeping track of sales and outstanding invoices, you can better manage cash flow and anticipate future income.

Need to know more about sales invoices? Let’s get started!

Step 1: Accessing the Sales Invoice Tab

1. A. Click the Account Tab.
2. B. Click the Vouchers Tab.
3. C. Click the Sales Invoice Tab.

Step 2: Creating a New Sales Invoice

Available Actions:

• Export Button: Export data to Excel or PDF.
• Create New Button: Click to create a new invoice.

Click on the Create New button to open a new window for invoice creation.

Creating Invoices: Two Options Available

• 1. Item Invoice: Check this box if you are creating an invoice that includes specific items.
• 2. Non-Item Invoice: Leave this box unchecked for a general invoice without itemized details.

Finally, click the Save button to create the sales invoice. The new invoice will then appear in the invoice listing page.

Adding a New Customer

Option 1

1. 👤 A. Input the Customer name in the Customer selection box. A Create option will appear.
2. ➕ B. Click the Create option: This will open a form for you to enter Customer details.
3. 📝 C. Enter Customer Information: Fill in the required fields, including name, contact information, email ID, and nationality.
4. 💾 D. Click Save: The added Customer details will now appear in the selection list.

Option 2

1. 👤 A. Choose Accounts Tab
2. ➕ B. Click the Client List Tab:
3. 📝 C. Click the Create new button on the top right side of the window
4. 📝 C. Enter Customer Information: Fill in the required fields, including name, contact information, email ID, and nationality.
5. 💾 D. Click Save: The added Customer details will now appear in the selection list.

This will open a form for you to enter Customer details. Please refer to the First option.

Create Item Invoice

Follow These Steps:

1. 📝 Enter Purchase Order Number: Provide a reference number.
2. 📦 Check the Item Invoice Checkbox: Mark this box to indicate you are creating an item invoice.
3. 👤 Select Appropriate Account: Choose the account relevant to the item invoice.
4. 👤 Select Customer: Choose the customer to whom the sale is made.
5. 📦 Select Item: Specify the item, quantity, and unit price.
6. 🧾 Select Tax: Choose the appropriate tax rate.
7. 💾 Click Save Button: Finalize the invoice creation.

For adding new items, you can refer to the tutorial Add New Stock .

Create Non-Item Invoice

Follow These Steps:

1. 📝 Enter Purchase Order Number: Provide a reference number.
2. 👤 Select Customer: Choose the customer to whom the sale is made.
3. 📦 Select Item: Specify the item, quantity, and unit price.
4. 🧾 Select Tax: Choose the appropriate tax rate.
5. 💾 Click Save Button: Finalize the invoice creation.

Filtering and Sorting Invoices

• Filter by Date: Adjust the date range to filter invoices by date.
• Sort Invoices: Click the up and down arrows in the table header to sort the invoices in ascending or descending order.

Thank you for watching the tutorial! If you have any questions or need clarification, feel free to reach out. Thank you for using Auxwall!