Sales Invoice without an Item

A Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment.

There are cases where the user needs to create sales invoices without an item code (miscellaneous charges, one-time items). There is a way to handle such cases in iVendNext.

1. Prerequisites 

Before creating and using a Sales Invoice, it is advised to create the following first:

• Item

• Customer

• Optional:

  • Sales Order

  • Delivery Note

2. How to create a Sales Invoice without an Item Code 

1. Go to the Sales Invoice list and click on New.

2. Select the Customer.

3. Set the Payment Due Date.

4. In the Items table, click on edit in the first row, and enter the:

   1. Item Name

   2. Description

   3. Quantity 

   4. UOM

   5. Rate

   6. Income Account

5. Save and Submit.

Since the Item being invoiced is not in the Item Master, you will have to click the pencil icon in the Sales Invoice to enter the name of the item being invoiced.

Click the Save button.This will create a Sales Invoice in Draft stage which you can submit to confirm.

Similarly, you can create a Credit Note without an item using this method. 

An additional step would be to enable “Is Return” and to enter the quantity in negative.