Sale Invoice
Form Preview
How to Use
➕ Adding a New Invoice
- Open Sale Invoice from the menu
- Fill in the required fields
- Add optional details as needed
- Press F12 or click Save
- Confirm when prompted
✏️ Editing an Existing Invoice
- Type the name in the Search box on the left
- Select the record from the search results grid
- The form fields will load with the selected data
- Modify the fields you need to change
- Press F12 or click Save
Field Descriptions
Customer Required
Type or search for the customer name. The customer balance and license number will auto-populate.
Invoice # Optional
Auto-generated invoice number. For editing, enter an existing invoice number to load it.
Booking Man Required
Select the salesman / booking man responsible for this invoice.
License # Optional
Drug license number of the customer. Auto-populated from customer record.
License Expiry Optional
Expiry date of the drug license. Displayed for reference.
Balance Optional
Current outstanding balance of the selected customer.
Company Required
Select the product company to filter available products.
Product (F2) Required
Search and select a product. Press F2 to open the product search popup.
Stock Optional
Current available stock for the selected product/batch. Read-only.
T.P (Trade Price) Optional
Trade price of the selected batch. Auto-populated from stock.
P.P (Purchase Price) Optional
Purchase price for reference. Read-only.
R.P (Retail Price) Optional
Retail price for reference. Read-only.
Qty Required
Quantity to sell. Must not exceed available stock unless overridden.
Bonus Optional
Free bonus units included with the line item.
Rate Optional
Selling rate per unit. Defaults to trade price but can be overridden.
%Age Optional
Discount percentage for this line item.
Disc (Rs) Optional
Discount amount in rupees (calculated from %Age or entered directly).
Receivable Optional
The net receivable amount after discount. Auto-calculated.
Approval # Optional
Approval number for controlled/restricted products.
Batch / Expiry Optional
Batch number and expiry date of the selected stock lot.
WHT (Withholding Tax) Checkbox
Enable withholding tax calculation on this invoice.
FBR Integration Checkbox
Enable Federal Board of Revenue (FBR) POS integration for this invoice.
Printing On Checkbox
Print the invoice automatically after saving.
Heading On Checkbox
Include company heading on the printed invoice.
Warranty On Checkbox
Include warranty details on the printed invoice.
Bank Optional
Select bank for bank-based payment collection.
Template Optional
Select the print template for the invoice layout.
Grid Columns
| Column | Type | Required | Description |
|---|---|---|---|
| Product | Text | ✅ | Product name in the invoice line. |
| QTY | Number | ✅ | Quantity sold. |
| BNS | Number | Bonus units given free. | |
| TP | Number | Trade price per unit. | |
| RATE | Number | Selling rate per unit. | |
| GROSS | Number | Gross amount (Qty × Rate). | |
| %AGE | Number | Discount percentage applied. | |
| DISC | Number | Discount amount in rupees. | |
| GST% | Number | GST rate applied to this line. | |
| GST | Number | GST amount calculated. | |
| WHT% | Number | Withholding tax rate. | |
| WHT | Number | Withholding tax amount. | |
| NET | Number | Net amount after all adjustments. | |
| BATCH | Text | Batch number of the stock lot. | |
| EXPIRY | Date | Expiry date of the batch. | |
| APPROVAL | Text | Approval number for restricted items. |
Buttons
| Button | Shortcut | What it Does |
|---|---|---|
| 🔍 Search | F1 | Opens the search panel to find an existing record by name. |
| 💾 Save | F12 | Saves all changes. The system will ask for confirmation before saving. |
| ❌ Close | Esc | Closes the Sale Invoice screen. |