Sales Invoice Entry from Sales Order

Here are the steps to do Sales Invoice Entry from Sales Order. To learn more, you can also watch this RELY Online tutorial video:

To do Sales Invoice Entry from Sales Order in Rely, first select the desired company.

1. Go to Utilities > Setup > Books and press Enter key.

2. List of day-books will be displayed, select the desired sales day-book and press Enter key.

3. Select Field Setup option here, from the list of options displayed and press Enter key.

4. Select Maintain Order? option and press Enter or Space-bar key. A tick mark will be seen on the right side.

5. Press ESC key.

6. In 'Save', select YES option and press Enter key.

7. Press ESC - ESC.

Next, 1. Go to Transaction > Order Entry and press Enter key.

2. List of day-books will be displayed, select the day-book in which you want to do sales order entry.

3. Entry form for the selected day-book will open. Enter details such as:

Order Number - Enter the sales order number here.

Order Date - Enter the date of sales order here.

Account Code - Press Enter key here, list of accounts will be displayed. Select the desired account here and press Enter key.

AV Calculation Method - Select GST on Net Amount option and press Enter key.

4. In GST information section, select all the details and when Rely prompts, 'Do you Confirm?', select Yes option and press Enter key.

5. In item entry section, enter Item details such as:

Item Name - Press Enter key and select the item name from the list of items displayed.

Pcs/Cut/Mts - Enter the quantity in the desired unit of measure.

Item Rate - Enter the rate of the item here. Press Enter key, Amount will be calculated and displayed.

6. Press Enter key and then press ESC key twice. GST amount will be calculated and displayed. Press Left Arrow key or ESC here.

7. Enter other details such as:

Remarks - You can enter invoice related any information or remarks here.

Broker - Enter the broker details here if any.

Due Days - Enter the payment due days here.

Discount - Enter the discount percentage or value as per the settings done in the bill terms.

Freight charges - Enter the freight charges here if any.

8. When Rely prompts, 'Do you Confirm?', select Yes option and press Enter key. Your Sales Order entry will be done.

Next, 1. Go to Transaction > Sales and press Enter key.

2. List of day-books will be displayed, select the day-book in which you want to do Sales Invoice entry.

3. Entry form for the selected day-book will open. Enter details such as:

Invoice Date - Enter the date of invoice here.

Invoice Number - Enter the invoice number here.

Account Code - Press Enter key here, list of accounts will be displayed. Select the account here from the list displayed.

AV Calculation Method - Select GST on Net Amount option and press Enter key.

4. In GST information section, select all the details and when Rely prompts, 'Do you Confirm?', select Yes option and press Enter key.

5. In Order Number, press Page Down key, list of all sales orders will be displayed. Select the order for which you want to do entry and press Enter key.

6. In item entry section, enter Item details such as:

Item Name - Press Enter key and select the item name from the list of items displayed.

Pcs/Cut/Mts - Enter the quantity in the desired unit of measure.

Item Rate - Enter the rate of the item here. Press Enter key, Amount will be calculated and displayed.

7. Press Enter key and then press ESC key twice.

8. Enter other details such as:

Remarks - You can enter invoice related any information or remarks here.

Broker - Enter the broker details here if any.

Discount - Enter the discount percentage or value as per the settings done in the bill terms.

Freight charges - Enter the freight charges here if any.

9. GST amount will be calculated. To round off GST Amount, press Enter key and change the GST amount.

10. Press ESC or Left Arrow key to save.

11. When Rely prompts, 'Do you Confirm?', select Yes option and press Enter key. Your Sales Invoice entry will be done.