Sales Invoices: GST Billing

Q: What does the Invoices page show?

Open Sales → Invoices. Next to + and the filter icon, chips filter the list: All, Ready To Ship, In Transit, Delivered, On Hold, Cancelled and DC-INV. DC-INV shows invoices that were converted from a delivery challan. The list shows 50 rows per page by default. Column Description Invoice# Opens the invoice. Where enabled, it also opens a preview of the printed invoice. Date Invoice date Customer Opens the customer's page Qty / Amount Total quantity and billed amount in ₹ Due Amount still unpaid Status The document’s status, for example Invoiced Delivery Delivery stage: Ready to Ship, In Transit, Delivered or On Hold Payment Due (red) while money is owed, Completed once paid Invoice Type The invoice type chosen on the form, for example Credit; a dash if none was chosen The Filter panel has the same fields as Sales Orders, plus Payment Status (Pending or Completed). Each row has two icons: Edit Invoice. If the invoice cannot be edited, for example because it has been filed in GST returns, has an IRN, has receipts or has been fully returned, the tooltip tells you why. A wallet icon — red with Make payment while money is due, green with Payment Done once the invoice is paid.

Q: How do I record a payment from the invoice list?

Click the red wallet icon on the invoice. The Receipt Voucher opens for that customer: Keep the Customer Receipt tab (the others are Customer Advance and Refund Paid) and check the Receipt Date (today by default). Check the customer’s RECEIVABLE (what they owe in total) and AVAILABLE CREDIT, shown under the customer with their address and mobile. On the Payment Method tab, tick each method the customer paid with — for example Cash, or a cheque or bank method — and enter the Transaction Date, Reference Number and Amount. Bank / Cash shows the account the money goes to. To use a credit note or available credit instead, open Credit Notes & Available Credit. Click Continue and choose the invoices the payment settles. The payment then appears in Receipts, and the invoice’s Payment changes to Completed once it is fully paid.

Q: What can I do with an invoice once it is saved?

Click the Invoice# to open it. The Actions menu shows only the options that fit the invoice's stage: Action What it does Edit Invoice Change the invoice while it is still editable On Hold / Ready to Ship / Delivered Update the delivery status Receipt Record a payment (see Receipts) Return Start a sales return, which creates a credit note. Not available for service-only invoices; raise a manual credit note for those. Cancel Invoice Cancels the invoice after you confirm with Yes, Cancel. This cannot be undone. The invoice page also lists the receipts received against it, with Previous / Next arrows to move between invoices.

Q: What does an invoice change elsewhere?

Stock: the lots or serials on the invoice leave stock (see Stocks). Accounts: the sale and its GST are posted to the ledgers. Dues: the unpaid amount appears in Receivables until a receipt settles it. The printed layout comes from Document Templates.

How do I create an invoice in Tazk POS?

Go to Sales → Invoices and click +. Choose the customer, check the invoice date, location and price list, add the items with their serial or barcode numbers, and click Create Invoice. You can also convert a sales order or a delivery challan into an invoice. Saving the invoice reduces stock, posts it to the accounts and adds the amount to the customer’s receivables.

What does the Invoices page show?

Tazk POS Invoices list with status chips and Invoice#, Date, Customer, Qty, Amount, Due, Status, Delivery, Payment, Invoice Type and actions

Open Sales → Invoices. Next to + and the filter icon, chips filter the list: All, Ready To Ship, In Transit, Delivered, On Hold, Cancelled and DC-INV. DC-INV shows invoices that were converted from a delivery challan. The list shows 50 rows per page by default.

Column	Description
Invoice#	Opens the invoice. Where enabled, it also opens a preview of the printed invoice.
Date	Invoice date
Customer	Opens the customer's page
Qty / Amount	Total quantity and billed amount in ₹
Due	Amount still unpaid
Status	The document’s status, for example Invoiced
Delivery	Delivery stage: Ready to Ship, In Transit, Delivered or On Hold
Payment	Due (red) while money is owed, Completed once paid
Invoice Type	The invoice type chosen on the form, for example Credit; a dash if none was chosen

The Filter panel has the same fields as Sales Orders, plus Payment Status (Pending or Completed). Each row has two icons:

Edit Invoice. If the invoice cannot be edited, for example because it has been filed in GST returns, has an IRN, has receipts or has been fully returned, the tooltip tells you why.
A wallet icon — red with Make payment while money is due, green with Payment Done once the invoice is paid.

How do I record a payment from the invoice list?

Tazk POS Receipt Voucher with Customer Receipt, Customer Advance and Refund Paid tabs, Receivable and Available Credit, and the Payment Method table

Click the red wallet icon on the invoice. The Receipt Voucher opens for that customer:

Keep the Customer Receipt tab (the others are Customer Advance and Refund Paid) and check the Receipt Date (today by default).
Check the customer’s RECEIVABLE (what they owe in total) and AVAILABLE CREDIT, shown under the customer with their address and mobile.
On the Payment Method tab, tick each method the customer paid with — for example Cash, or a cheque or bank method — and enter the Transaction Date, Reference Number and Amount. Bank / Cash shows the account the money goes to.
To use a credit note or available credit instead, open Credit Notes & Available Credit.
Click Continue and choose the invoices the payment settles.

The payment then appears in Receipts, and the invoice’s Payment changes to Completed once it is fully paid.

How do I create an invoice?

Tazk POS new invoice form with Select Customer, Location, Promised Delivery Date, Invoice Type, Price List, Delivery Status, Barcode / Lot Number, the Sales Item table and totals with Tax Rate

Click +. The form opens with the next number (for example Invoice No. - INV/26-27/070) and the Invoice Date (today) at the top right.
Choose Select Customer (required; + creates a new customer) and the Location (required). Check the Promised Delivery Date (today by default), the Invoice Type and the Price List (required, Default unless the customer has their own).
Add a Reference and Comments if needed, and set the Delivery Status — Ready to Ship by default. Depending on your settings, the form can also ask for the due date, credit days, salesman, a Ship To address and transport details for an e-way bill.
Under Sales Item, scan or type into Barcode / Lot Number to add an item straight away, or pick the Product on a line. The upload icon beside the barcode field imports item lines from a file. Each line has Desc, HSN/SAC, Tax Category, Qty, Selling Cost, Discount Type, Discount, Taxes, Subtotal and Serial Number. Every item needs its barcode or serial number; the invoice will not save without it.
Add Notes if needed and check the totals: Untaxed Amount, CGST and SGST (or IGST), and Total. If tax is deducted at source, set Tax Rate (TDS by default) and choose the rate in Select a Tax.
Click Create Invoice — it is enabled once the required fields and an item are filled in; Close leaves without saving. If the customer is credit-blocked, the button reads Send for Approval instead (see Approvals).

Tip: To bill from an existing document, open the Sales Orders entry or the Delivery Challans entry and choose Convert to Invoice. The lines are filled in for you.

What can I do with an invoice once it is saved?

Click the Invoice# to open it. The Actions menu shows only the options that fit the invoice's stage:

Action	What it does
Edit Invoice	Change the invoice while it is still editable
On Hold / Ready to Ship / Delivered	Update the delivery status
Receipt	Record a payment (see Receipts)
Return	Start a sales return, which creates a credit note. Not available for service-only invoices; raise a manual credit note for those.
Cancel Invoice	Cancels the invoice after you confirm with Yes, Cancel. This cannot be undone.

The invoice page also lists the receipts received against it, with Previous / Next arrows to move between invoices.

What does an invoice change elsewhere?

Stock: the lots or serials on the invoice leave stock (see Stocks).
Accounts: the sale and its GST are posted to the ledgers.
Dues: the unpaid amount appears in Receivables until a receipt settles it.

The printed layout comes from Document Templates.