Invoice / Retail Invoice

Invoice / Retail Invoice

Invoice is an commercial document given at the time of sales of your product that indicates that your product is sold & your customer has to pay back the money for it.

Retail Invoice is an commercial document requesting for immediate payment from retailer on purchase.

How to enable Retail invoice?

Invoice is enabled by default.

To use retail invoice in Output Books,

  • Go to Settings>Modules
  • Under the option of select your active modules,click the edit option at the top right corner.
  • And now,enable the retail invoice option or both options.


Invoice Listing

All Invoices will be listed in Sales > Invoice. You can filter and  view the list of  Outstanding, Overdue and Draft Invoices with it total amount that was invoiced. On clicking each will list the respective invoices.
Output Books-Invoice-Overview

All your invoices will be listed with its Date, Invoice No, Contact, Due Date, Status, Amount, Due Amount.
You can rearrange the invoice list based on all these column headers.
You will also have the filter option to search invoices based on the name, status & date range.

Create Invoice

To create a new invoice, you can use the Quick Start (+ icon) or short cut (Alt+i) or New Invoice button at the top-right corner in Invoice listing page. Provide the needed fields and hit Save or Save & new button.

To create a Retail invoice

Click Quick Add button at top & select Retail Invoice (or) Alt +N (or) Click on Sales in left menu and select Retail Invoices. Click on the New Retail Invoice button. Provide the needed details and Click Save.


Field Description

Fields Description

Invoice No/Retail Invoice No

Invoice no / Retail Invoice no will be either generated automatically or can be entered manually based on the option you choose in Settings > Modules. Invoice/Retail invoice number should/will be unique for a financial year.[Required].
Invoice Date Enter the date on which invoice/retail invoice is generated.Today’s date will be shown as default. You can change the date using calendar option associated with it.
Due Date Provide a due date for Invoice . You can select from predefined period or custom period.
Reference # Your Reference number for this transaction. Ex. Quote / Purchase Order Number
Type Type of GST Invoice.
Regular – Invoice is not for Export/SEZ.
Export/SEZ with Payment – Payment of Tax & then collect Refund.
Export/SEZ without Tax – Without Payment of Tax by providing bond/LUT.
Deemed Exports – Export Invoice but goods will not leave the country.
Customer You can either select the Customer from the drop down or add new Customer here.
On typing New Customer in invoice, you will get option to add [+ Add new customer]. By clicking on that option, you can add new customer easily. [required] 6- Inv
GSTIN  For existing customers, it will be displayed on choosing their name. For new customer, you can provide directly.
Place of Supply Choose State to define Place of supply of goods. Based on this , the invoice will be counted as intra-state (supply within same state) or inter-state (supply to other state). For Intra State both SGST & CGST Tax applied, whereas IGST applied  for Inter-state.
Billing Address Customer’s Billing Address for this transaction. It will be auto-filled, if you already saved the customer details or you can enter freshly. You can edit and change the customer address while invoicing.
Shipping Address Customer’s Shipping Address for this transaction will be auto-filled, if you already saved the customer details. You can edit and change the customer shipping address while invoicing. 
Item Description Select the Item from the drop down or type in the Item name or SKU Code. You can also add new item if not exists in Items Master. You can add item description , by clicking the toggle icon associated near Item column.
SKU Stock Keeping Unit-Identification code for the item [Non-editable]


Codes for Tax classification of the item
Tax Select the Tax defined for the item
Rate Standard Rate defined in Item Master will be displayed. If you have Rate Sheet defined for the Customer (or tag)/Currency of the transaction, option to choose with Standard rate.


7- inv

Discount You can provide discount for Individual Item either providing as percentage or flat amount
Amount For Exclusive Tax: Display only Taxable Value. Ie. Rate x Qty – Discount. Tax will be calculated for this amount.
For Inclusive Tax: Editable, where you can define the final amount inclusive of tax. The Rate will be adjusted automatically based on the input amount.


Freight/ Packing / Insurance Charges

To include these charges,enable this in Settings > Sales > Sales Charges, for input in Invoice/Retail Invoice.

Round Off Based on Settings > Sales > Round off final total amount, Round Off will be calculated.
Notes / Terms & Conditions Content that you provide in Settings > Sales > Notes/Terms & Conditions will be shown here. You can add more when you create estimate. These contents will be displayed in print option also.
Bank Selected a Bank account, to be printed/showed in Invoice  / Retail Invoice (also in print).(optional)
You can also add attachments related to the transaction

Convert Quote to Invoice

How to convert a quote directly as an invoice?

You can convert a quote as invoice directly in Sales > Quotes page.
Use “Create Invoice” option associated with each quotes.
A “New Invoice Details” popup for converting to invoice will appear, where you can edit and save.
Invoice number shown will be the continuation from the previous one.
You can edit it in Invoice menu, if invoicing number is set as Manual in Settings > Modules.

Actions that can be performed in Invoices/Retail invoices

You can make receipt directly from action option associated with each invoice.
Fully paid invoiced can’t be edited.
You can print Delivery Challan using the downward arrow associated with each grid in Action column in Retail Invoice

How to edit/delete/send/copy Invoices/Retail invoices?

Click on the drop down associated with each invoice/retail invoice under Action category.
And,choose the desired action.