RisingERP - Sales Invoice Without Item

Sales Invoice without Item Code

A Sales Invoice serves as a billing document sent to customers for subsequent payment. In certain scenarios, there arises a need to generate sales invoices without associating them with specific item codes, catering to miscellaneous charges or one-time items. RERP provides a method to address such instances.

1. Prerequisites

Before initiating the creation and utilization of a Sales Invoice, it is recommended to set up the following:

1. Item
2. Customer

Optional:

1. Sales Order
2. Delivery Note

2. Creating a Sales Invoice without Item Code

Follow these steps:

a. Navigate to the Sales Invoice list and select New.

b. Choose the relevant Customer.

c. Specify the Payment Due Date.

d. In the Items table, click "edit" in the first row and input the following details:

1. Item Name
2. Description
3. Quantity
4. Unit of Measurement (UOM)
5. Rate
6. Income Account

e. Save the entry and submit the Sales Invoice.

This method can also be applied to create a Credit Note without associating it with a specific item. An additional step involves enabling "Is Return" and entering the quantity in negative.