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.
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  • 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.

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

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    1. After granting location access, you will search or add the customer's name
    2. A series will be pre-selected by default or you can select other series as per requirement.
    Note: For adding new customer details, see the Customer Addition Process in the SWILPOS Mobile App.

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    1. After selecting the customer's name, their details will be automatically displayed on the screen.
    2. To proceed with the process, simply click on the Continue option.
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    1. Select the desired Product from the drop-down menu.
    2. Additionally, you can choose the Batch number.
    3. Use the plus (+) sign to increase the product quantity and the minus (-) sign to decrease it.
    4. Repeat the above steps to add multiple products for sale.
    5. Utilize the Scanner icon for convenient addition of products by scanning their barcodes.
    6. Once the products are added, tap on the Calculate option to proceed.
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    1. After tapping the calculate option, the following screen will be displayed, where two options will appear: Save and Payment.
    2. Tap on the Payment option to proceed.
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    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.
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    1. Once you save the screen, you will receive a confirmation message that includes a newly generated order ID.
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    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.
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    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.
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    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.
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    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.
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