Fast sales entry

Purpose

  • Key many simple credit invoices in a spreadsheet. One row becomes one Sales Invoice, with a total amount and no itemised lines.
  • Use the full Sales Invoice screen when you need stock items, many lines, or a full print layout.
  • Screen: Sales → Sales Document → Sales Invoice listing → More… → Fast Sales Entry (fighter-jet). Opens Fast Sales.
  • Paid-now bulk is Fast Cash Sales on the Cash Sales listing.
  • There is no live Fast Sales wizard. Ask “how to use fast sales” or “how to generate sales document”. To create one invoice in chat, use Bill a customer.

Before you start

  • Set Default Sales Account on Account Setup. If it is empty, you must pick Account on every row.
  • Customers you will bill already exist, or you will add them with the Add Customer icon on this page.
  • Same for a missing GL account: Add Account on this page’s menu.
  • Do not create the customer or account in another browser tab. This page will not see that change.

Steps

  • Open Sales Invoice Listing → Fast Sales Entry.
  • Confirm the default sales account, or be ready to pick Account per row.
  • Choose Document Number: Auto (software Next No.) or Manual (type Docno on each row). To switch to Auto, first clear any typed document numbers.
  • Enter rows. Compulsory: Customer, Date, Account, Amount.
  • Do not leave a blank row between data rows.
  • Type in Customer or Account to search. If none is found, use Add Customer or Add Account on this toolbar, then continue.
  • Optional: Description, Tax, Tax Inc (yes or no). Tax amount and totals calculate.
  • Click Generate Sales Document (cog).
  • Each row becomes a new Sales Invoice. Open Sales Invoice Listing to print, email, or submit e-Invoice.

Rules

  • Creates a document with a total amount, without itemised detail.
  • One new document per row.
  • Compulsory: Customer, Date, Account, Amount.
  • Document number is auto unless you chose Manual.
  • No empty row between data rows.
  • Click Generate Sales Document to create.
  • Columns: Docno, Customer, Date, Description, Account, Amount, Tax, Tax Inc, Tax Rate, Tax Amount, Sub Total (Tax).
  • You may change Account on a row even if a default exists.

If something goes wrong

  • Account cannot be blank. Set default Sales on Account Setup, or fill Account on the row.
  • Customer not found. Add Customer on this page, not in another tab.
  • Cannot switch to Auto numbering. Delete all typed Docno values first.
  • Need item lines or stock. Use Sales Invoice, not Fast Sales.
  • Generate did nothing useful. Remove blank rows between data, and fill Customer, Date, Account, and Amount.

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