How to generate Sales Invoices effortlessly using SwilPOS Mobile App

Creating Sales Invoices with SwilPOS Mobile App

 Generate Sales Invoices effortlessly using the SwilPOS Mobile App

The SwilPOS Mobile App makes it easy for businesses to create sales invoices without any hassle. With just a few taps on the app, professional-looking invoices can be generated quickly. Using the SwilPOS Mobile App, businesses can save time, be more efficient, and manage their sales better.
Today in this article, we are explaining to our mobile app users how they can create sales invoices with the SwilPOS mobile application. In this article, we will guide our mobile app users through the simple steps of creating sales invoices using the SwilPOS app.

Open the SwilPOS Mobile app on your device to initiate the process:

  1. Enter your registered Email Address in the provided field.
  2. Input your mobile application Password in the password field.
  3. Click on the "Login" option. Reference Image:

  • After logging in, you will be directed to your account's Dashboard page.

  • On the Dashboard screen, you will notice three rows; click on them. Reference Image:


  1. Select the Sales Invoice option from the available options.
  2. To access Help:
  1. Click on the "?" icon. Reference Image:

  • The Invoices screen will be displayed.
  • You can Sort invoices by clicking on the Arrow sign.
  • Enhanced the Days Filter for sales invoices, enabling visibility for up to 99 days in the list.
  • Also, you can search Customer name and Invoice number by clicking on the given icons.
  • To create a new invoice simply click on the plus (+) sign.
  • When you click on the plus (+) sign, the app asks for access to your location.
    • Note:
    1. To Delete the Last Invoices:

    1. Swipe up on the right side of the screen and tap the Delete icon to remove the last invoices.

    1. To Edit the Last Invoices:

    1. Swipe up on the left side of the screen and tap the Edit icon to make changes to the details of the last invoices. Reference Image:


    1. Select the invoice series from the dropdown.
    2. Choose the customer from the list.
    3. Click on "Shipping Address | Customer Details" to enter recipient information.
    4. Click on "+ Add Product" to add an item to the invoice.
    5. Verify the product details, including stock availability, quantity, and pricing.
    6. Check the total stock, entered quantity, applied rate, and total amount.
    7. Adjust the quantity using the minus (-) or plus (+) buttons.
    8. Select the appropriate packaging unit from the dropdown.
    9. Click the "CALCULATE" button to finalize the total amount and proceed. Reference Image:
    Note:
    1. Product Barcode Scanning: Easily scan product barcodes while creating or editing a sales invoice to quickly add items and reduce manual entry errors.
    2. For adding new customer details, see the Customer Addition Process in the SWILPOS Mobile App.
                  
    1. After clicking Calculate, the system processes the total amount.
    2. The payable amount is displayed for review.
    3. Users can modify the quantity or rate before finalizing.
    4. If everything is correct, users can choose Save to keep the invoice or Payment to proceed with billing. Reference Image:

    1. On this screen, you can view the Total Items, Quantity, and Net amount.
    2. The screen also provides various discount options, such as Rs/ % of Item Value/ % of Net Value.
    3. If you want to offer a Discount to your customers, you can select the appropriate option from the available choices.
    4. Various payment methods are available, including Cash, Credit, Card, and Cheque.
    5. Choose the Payment Method that suits your customer's preference.
    6. At the bottom of the screen, you have three options:
    7. Save Draft: Use the first icon to preserve your progress.
    8. Place Invoice: Finalize with a click on the middle icon.
    9. Print Invoice: Get a hard copy by selecting the last icon. Reference Image:

    1. Once you save the screen, you will receive a confirmation message that includes a newly generated order ID. Reference Image:

    1. To print the created sales invoice, proceed as follows:
    1. Open the sales invoice you wish to print from the list of recent invoices.
    2. Look for the Print icon located at the top of the screen and click on it.
    3. From the list of available printers, select the appropriate one. Reference Image:

    1. A printer selection menu will appear, allowing you to choose the desired printer and configure settings such as the number of copies.
    2. Once you've adjusted the settings to your preference, finalize the process by selecting the "Print" option. Reference Image:

    1. To view the Sales Invoice created in the SwilPOS app in your SwilERP database, simply follow these steps:
  • Login to your SwilERP Software.
  • Go to the Sales menu > Select Sales Invoice option.
  • The Sales Invoice section will display all invoices, including those created in the SwilPOS application. Reference Image:

    1. Click on the Entry number to view complete invoice details.
    2. After this, the Sales Invoice window will open, where you can view details about the invoice. Reference Image: