How do I create a new sales bill?

Open Point of Sales, add the products, attach the customer if needed, choose the payment method, review totals, then submit and print the invoice.

Help Center Categories Dashboard & Sales Desk Create POS Bill
Answer

Open Point of Sales, add the products, attach the customer if needed, choose the payment method, review totals, then submit and print the invoice.

Before you start

  • Make sure the correct branch drawer and branch context are active.
  • Confirm the customer, warranty and salesman details if the sale depends on them.
  • Know the payment split before you start if the customer is using more than one payment method.

Step-by-step guide

  1. Open Point of Sales and search or scan each item that belongs in the cart.
  2. Review quantities, prices, discounts, warranties and customer details before moving to payment.
  3. Choose the payment method, enter tendered values and confirm any mixed payment, cheque or points information.
  4. Submit the bill and print or re-open the invoice if the customer needs a copy.

How to confirm it worked

  • The invoice number is generated and the bill opens successfully after saving.
  • The payment breakdown matches what was actually collected.
  • Sold stock disappears from availability or is reflected in transaction history.

Common mistakes

  • Billing under the wrong customer when points or warranty depend on the profile.
  • Leaving discounts or mixed payments unreviewed before submitting.
  • Printing the invoice before confirming the final saved totals.

Do this in Cellivo

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