Retail Invoice

How to create an Retail invoice
Create Retail Invoice
To add a New Retail  Invoice:
  • Click Quick Add button at top & select Retail Invoice (or) Alt +N
  • Click on Sales in left menu and select Retail Invoices. Click on the New Retail Invoice button.

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Fields Description

Invoice No

The next invoice number will be displayed for your convenience.You can define it Automatic or Manual in Settings > Modules. Retail Invoice number should be unique for a financial year.

Invoice Date

Date of Invoice issued

Reference #

Your Reference number for this transaction. Ex. Quote / Purchase Order Number


In Retail Invoice, Customer is optional

Select the Customer from the drop down or type in the Customer name. For New Customer, enter the New Customer name & option to Add New Customer will be displayed in drop down. Customer is optional field for Retail Invoice.

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Customer GSTIN will be displayed if already stored or option to enter

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 for Inter-state.

Billing Address

Customer’s Billing Address for this transaction.

Shipping Address

Customer’s Shipping Address for this transaction.

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


Item SKU code (Display only)


Codes for Tax classification of the item


Select the Tax defined for the item


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.

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Discount for Individual Item with option to provide as percentage or flat


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

You can enable it in Settings > Sales > Sales Charges, for input in Retail Invoice.

Round Off

Based on Settings > Sales > Round off final total amount, Round Off will be calculated.
Manual – Need to input needed amount manually
Round Normal – to near integer. Ex: 2.50 to 3.00; 2.40 to 2.00

Round Up – to next integer. Ex: 2.10 to 3.00
Round Down – to down integer ignoring decimal. Ex: 2.90 to 2.00
No Round Off – Round off option will not be displayed


Notes will be printed in Retail Invoice. You can include additional content or Thank you message to the Customer. Default value can be defined in Settings > Sales

Terms & Conditions

T & C will be printed in Retail Invoice. Default content can be defined in Settings


Select a Bank account, to print Retail  invoice with Bank account details. (optional)


You can also add attachments related to the transaction