Sales Register

Find, filter and export your sales invoices, and view, edit, duplicate, print or cancel any of them.

The Sales Register lists every sales invoice with its taxable value, GST and grand total. Use it to find an invoice and act on it.

Before you start

Invoices appear here once they are saved. See Create a sales invoice.

Steps

Open Registers > Sales Register.
The list shows the current financial year, newest first. The cards at the top show the count of Invoices, the Taxable value, GST and the Grand Total for the list you see.
Use the filters below to narrow the list.
Click an invoice number to open it.

Filter the list

Search invoice no., customer, item…: type part of an invoice number, customer name or item name.
From and To: the date range.
Quick ranges: Today, This Mo, Last Mo, This Qtr, This FY, Last FY.
Customer: show only one customer's invoices.
Mode: All, Item or Accounting.
Click Clear all to remove every filter.

Click a column heading such as Date, Invoice, Customer, Taxable or Grand Total to sort by it. Click again to reverse the order. The last row of the table shows the totals.

On a phone, tap Filters to show the filter boxes.

Row actions

On each row:

The eye icon opens the invoice. See View, print and share an invoice.
The pencil icon opens it for editing.
The three-dot icon opens more actions.

The three-dot menu has:

Duplicate: start a new invoice with the same customer and items.
Print: open the print window for this invoice.
Generate E-Invoice (IRN) and Generate E-Way Bill: shown only when GST is on and these are not made yet. See e-invoice and e-way bill.
Cancel Invoice: cancel this invoice (see below).

On a phone, View and Edit are also in this menu.

Small tags on a row show IRN when an e-invoice is made, EWB when an e-way bill is made, RCM for a reverse-charge invoice, and VOID for a cancelled invoice.

Cancel an invoice

Click the three-dot icon on the invoice and choose Cancel Invoice.
Read the box. It shows the invoice number, date and grand total.
Click Confirm Cancel. Click Keep Invoice if you change your mind.

When you cancel:

The invoice is marked cancelled and shows VOID.
A reversal entry undoes its accounting, so the Trial Balance, P&L and GST figures are corrected.
The items go back into stock.
Any crates recorded on it are taken off the customer.

This cannot be undone. A cancelled invoice cannot be edited. After you click the refresh icon, cancelled invoices are no longer listed. If the invoice has an e-invoice or e-way bill, cancel those too. See e-invoice and e-way bill.

Export to Excel

Set the filters for the invoices you want.
Click Export.
Choose Invoice-wise (Summary) for one row per invoice, or Item-wise (Inventory) for one row per product line.

The Excel file downloads. It contains only the invoices in the filtered list.

Make a sale from a purchase

To resell goods you bought, start from the purchase.

Open the Purchase Register.
Click the three-dot icon on the purchase and choose Copy to Sale.
A new sales invoice opens with the same items, quantities and GST rates. The rates are the purchase cost.
Pick the Customer and change the rates to your selling price.
Click Save Invoice.

Only item lines are copied. A purchase entered against expense ledgers has nothing to copy.

Common problems

"From" date is after "To" date — no results will be shown. — fix the dates.
No invoices match the selected filters. — widen the date range or click Clear all.
An invoice I just saved is missing — check the date range covers its date, then click the refresh icon.
Invoice not found or already cancelled — someone else already cancelled it. Click the refresh icon.

More in Sales

Create a sales invoiceMake a sales invoice for goods: pick the customer and items, add discount, GST and charges, then save, edit or duplicate it.Bill a service (Accounting / Service invoice)Bill fees, labour, rent or other services against an income ledger, with the right SAC and GST, without touching stock.View, print and share an invoiceOpen a saved sales invoice to check it, print 1 to 3 copies, save it as a PDF, send it on WhatsApp, edit it or duplicate it.Make a counter sale (POS)Bill a walk-in customer in a few seconds with the keyboard, take cash, see the change and print a small receipt.Proforma invoice (quotation)Make a proforma invoice or quotation for a customer, print it, and later convert it into a real sales invoice.Create a credit note (sales return)Record goods returned by a customer, or a price reduction after the sale, with a credit note that reduces the sale and the customer's balance.Make a delivery challanSend goods without an invoice under Rule 55, move stock between your own godowns, print the challan, and convert it to a sales invoice later.