The Sales Receipt is a transaction record that the seller issues at the time of sale to verify the provided product or service and the amount the buyer paid.
You’ll often need sales receipts for tax calculation and inventory management, while your customers can use them for reimbursement or accounting purposes.
There are two ways of adding Sale Receipt transaction into Localizebook:
Create Sale Receipt
Go to create the Sale Receipt in Localizebook:
- Go to the Customer menu.
- Click Customer Center.
- Click on button +Add in the center of the page.
- Click on Sale Receipt.
- Enter the basic information of the sale receipt:
1.Customer Name: Select Customer Name
- Date: Transaction Date
- PO Number: Input PO Number from Vender
- Currency: Select Currency
- Deposit To: Select account
- Price Level: Select price level
2.Number: Auto from system
- Due Date: Select date
- Salesperson: Select Sale Person
- Memo: Describe your transaction
- Payment Method: Select method
3.Warehouse: Select warehouse
- Address Name: Auto from customer
- Truck No: fill truck number (optional)
- Address: Auto from system
4.Discount and Tax Mode: Select Mode
- Subtotal: Auto from #5
- Discount: Auto from #5
- VAT:Auto from #5
- Grand Total: Auto from system #5
5.Item Name: Select item that to sale
- Item Code: Auto from item
- Description: Auto from item
- Qty: Input quantity
- Unit Name: Select unit set
- Price: Auto from item
- Sale Price: Auto from item
- Amount($): Auto calculate
- Discount: Input discount amount or percentage
- Grand Total: Auto calculate after discount
- VAT: Select VAT or N/A
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Note: The save button for saving your current transaction line. if having a new transaction you must click the save button to have a new line to make a new transaction. The button for delete the transaction line.
After filling all with your information:
- Save & New: Save the current sale receipt and add another one.
- Save & Close: Save the current sale receipt and close the window.
- Close: Close window without saving the current sale receipt.