⬜ Sales Invoice in AurPOS

The Sales Invoice in AurPOS is the official and final document issued after confirming an order. It serves as the basis for deducting item quantities from inventory and collecting payments from the customer.

This invoice is used to complete the sales process and document all order details accurately.

✅ What is a Sales Invoice?

A sales invoice is a formal document issued after the customer's approval. It includes products, quantities, prices, taxes, and any applicable discounts.

✔ Once the final invoice is created:

• Item quantities are deducted from inventory

• Revenue is recorded

• The sale is considered complete

✅ Creating a New Sales Invoice

To create a new sales invoice in AurPOS:

➤ Go to Sales → Add Sale

➤ Fill in the following details:

• Customer name

• Work location

• Products and quantities

• Prices and taxes

• Notes and payment methods (on credit, card, Multiple pay, cash, or cancel the sale)

➤ Click Save

✔ The invoice will be added automatically to the All Sales list with the status "Due".

✨ Note:

If a Sales Order was previously created for the customer:

➤ After selecting the customer name, a list of open orders will appear
➤ Select the relevant order to auto-fill all details into the invoice

➕ This helps save time and reduces data entry errors.

✅ All Sales List

To view and manage all finalized sales invoices:

➤ Go to Sales → All Sales

From this list, you can:

• View invoices by date or customer

• Update the status (Paid, Partial, Due) by recording a full or partial payment

• Print or send the invoice

• Edit shipping details

• View payment and discount information

✅ Adding Free or Complimentary Items During Sales

If you want to add free or complimentary products during a sale:

➤ Add the item to the invoice details
➤ Set the sales price to 0, even if it has a purchase cost
➤ Include a note in the Sales Description stating the item is free or a gift
➤ Enable the ✅ “Sales Description” option in the invoice layout settings to ensure it appears on the printed invoice (if needed)

✳️ Tip:

Issuing final invoices directly through AurPOS helps you track revenue, manage stock accurately, and streamline payment collection.

Only issue the final invoice after confirming all order details.