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Create or Edit a Retail Sales Invoice | Zayls

by Jerome Tan
6 months ago
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Knowledge Base Sales | Create or Edit a Retail Sales Invoice

Create or Edit a Retail Sales Invoice

Create a Retail Sales Invoice:   

  1. In the Retail Sales Invoice  Overview, click  New  Retail Sales Invoice.  

2. In the New Retail Sales Invoice window, enter the Location, Customer Name, Date Invoiced, Tax Type, Sales Agent, Item/s, and Quantity. 

3. You may also enter the Remarks. 

The Unit Price displayed in the item list is VAT-inclusive while the unit cost that would be deducted to the current inventory cost once the retail sales invoice is invoiced would be VAT-exclusive or the Net of VAT for that specific item.

4. Once done, click  Save   to save the  transaction or  Cancel  to terminate the form.  

  • Save will record the transaction and will automatically deduct the inventory based from the items and quantities listed.  

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created retail sales invoice. You can click the message to create another retail sales invoice.  

RSI# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click  here.  

Edit a Retail Sales Invoice:    

  1. Click the  Retail Sales Invoice that you want to edit.   
  2. Click  Edit.   
  3. Enter the new details and then click  Save located at the bottom. A message will appear if the retail sales invoice is saved  successfully.    

If you are not able to create or edit a Retail Sales Invoice that means the admin did  not  give you access to  Retail Sales Invoice - Modify.  

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.   

Add Comments to a Retail Sales Invoice:    

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Retail Sales Invoice record, scroll down to view the Comments section.
  2. Enter your message in the Comment box.    
  3. You may also add attachments such as photos or files. Click Add attachment below the  Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.   

Edit or Delete a Comment:    

  1. Find the comment you want to edit or delete.     
  2. Click  .    
  3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.   

Related Article: Print, Duplicate, Void, or Delete a Retail Sales Invoice