Home » Sales » Sales Documents Definitions

Sales Documents Definitions

Invoice – Is used for accounting purposes, basically you are billing someone. Creating an invoice it will NOT pull stock

Waybill – Is used for inventory purposes, when you create a waybill it pulls the items out of inventory

Invoice-Waybill – Creates the invoice as well as the waybill. This charges the customer and pulls the item out of inventory at the same time

Cash-Invoice or Receipt – Transactions done through point of sale are labeled as Cash Invoice in ERPLY

Prepayment Invoice – Prepayment Invoice is used in situation where customer will be making more than one payment for the goods.
-(Commonly used for more expensive items)
* This document does NOT pull items from inventory until Invoice is created- (Explanation attached)

Export Invoice – Used when shipping goods out of Country. This invoice is automatically assigned “0” tax overriding what is defined.

Layaway– ONLY booking items from stock- convert to INVOICE WAYBILL
puts items aside- (please see layaway guide)

Credit Invoice – Used for returns to credit back items purchased, you will notice that at POS when doing a return, the return receipt displays both original invoice # and credit invoice #.

Order – Works identical to Layaway- However in this case the goods are NOT set aside once confirmed- This doc would be used for items that you do not currently have in stock- therefore you are confirming the customers order and after Purchasing the goods from your supplier.

-You can later Create Invoice from this document to except payment from your customer, using MORE–CREATE INVOICE.

-Once invoice is created you will notice that the invoice is associated with the “Sales Order”

-Difference here is that for an order the MORE options change- you are able print a packing list- and send confirmation of the order

via Email

Once the Order is confirmed- you  can order the goods from supplier.