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Chapter 11

Sales invoice

Create a sales invoice: pick the customer (or leave it a cash sale), add items by search or barcode, approve and print, then collect the amount.

FADx ERP 1.88.31
New sales invoice — pick items from the grid, by search or by barcode
New sales invoice — pick items from the grid, by search or by barcode

Promotions apply to the invoice automatically, and the promotion name appears on the item line in front of the customer.

Common workflows

  1. 1

    A quick cash invoice

    Scan the barcode or search for the item, adjust the quantity, then "Approve" and choose the till to collect into.

  2. 2

    A credit invoice for a customer

    Pick the customer first — their balance and credit limit appear in a bar — then add the items and approve.

  3. 3

    Selling by carton

    Pick the unit next to the quantity; it shows "= 24 pieces" and stock deducts by the piece.

FADx ERP 1.88.31
The F1 help panel beside the screen — a short explanation and common error messages
The F1 help panel beside the screen — a short explanation and common error messages

Messages you may see — and what to do

  • "Customer credit limit exceeded"

    Their balance after this invoice exceeds the limit. Collect from them first, raise the limit in their file, or turn off "block sales over the credit limit" in settings so it becomes a warning only.

  • "Quantity requested exceeds available"

    Stock is insufficient. Receive the goods first, or enable "allow negative stock" if that is your policy.

  • "Price is below cost"

    The "block selling below cost" setting is on. Review the price or ask someone with the permission.

  • Discount rejected

    It exceeds the "maximum manual invoice discount" set in settings.

  • "Cannot approve an invoice with no items"

    Add at least one item.

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