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Sales & invoicing · 3 steps

Make a quick invoice

Bill a walk-in or counter sale on one screen, with a live preview, and take the payment as you issue it.

1Open Quick Invoice

Open Sales & Invoicing → Quick Invoice. Leave Bill to blank for a walk-in customer, or search for a saved customer. Check State (for GST) — it decides CGST + SGST or IGST — and pick the Ship-from warehouse if you have more than one.

Scalar360 screen: Open Quick Invoice
Numbered outlines show what to click, in order.

2Add the items

Click in Item name and pick a product from your inventory, or just type a name and rate for a one-off line. Use Add item for more. The Live preview updates as you go.

Scalar360 screen: Add the items
Numbered outlines show what to click, in order.

3Take payment and issue

Record full payment now is ticked by default — choose the Payment method and then Save, issue & take payment. Untick it for a credit sale; the amount stays due until you record the payment. You can also Print / Save PDF.

Scalar360 screen: Take payment and issue
Numbered outlines show what to click, in order.
Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.Record a payment against an invoiceMark money you've received against an invoice, in full or in part, so the balance and your books stay up to date.

Still stuck? Contact our support team — or start a free trial to try this in your own company.