# Create Sales Invoice

{% embed url="<https://www.youtube.com/watch?index=16&list=PL_mXt9Feb5r4svD3sCm_ZUrH3sMV6OWfk&v=4vDCpi9I1M4>" %}

## Guide to create Invoice

#### Open Create Sales Invoice Screen

Click on the + button on the dashboard and select 'Create Sales Invoice'. You can also create an invoice by going to the&#x20;

{% hint style="info" %}
If you are not an admin user and you do not see the 'Create Sales Invoice' option, then your admin will have to give you permissions for the same.
{% endhint %}

#### Add Bill Details

1. Select the **customer** for whom you want to raise the invoice
2. Select the Sales Account Ledger from your Tally
3. Set the date of the invoice.

#### Invoice Numbering

In Tally, there are 2 main [types of voucher numbering](https://help.tallysolutions.com/article/Tally.ERP9/Creating_Masters/Accounts_Info/Methods_of_Voucher_Numbering.htm) options:

* Automatic:
  * If you have set the voucher numbering as Automatic, Automatic (Manual override) or Multi-user Auto, then you do not need to add the voucher number in Biz Analyst app. In this case, a voucher number will be assigned after the voucher is entered in Tally.
* Manual:
  * If you have set the voucher numbering as Manual or None, then you have the option of setting the voucher number in the mobile app. In this case, you will have to manually manage the series number.

#### Add Items

You can click on the 'Add Item' button and start adding the items one by one. For each item,&#x20;

1. Select the **Item Name**. You will also view the closing balance of each item.
2. Select the **Godown** in case you have multiple godowns. You will also be able to view the quantity available in each godown.
3. Add any item **description** if you would like. This is optional.
4. Select the **Quantity**, **Rate** and the **Unit** that you want to use.
5. You can also add **discount** at item level.

#### Item Rate

Biz Analyst supports the following 3 options for setting item rate, when you choose an item. You can change the settings as per your business requirements.

1. **Last Sale Rate**: This is the default option. This will be the rate at which the item was last sold to the selected customer.
2. **Standard Selling Rate**:&#x20;
3. **Price List**:&#x20;

#### Item Taxation (GST)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.bizanalyst.in/biz-analyst-manual/features/data-entry/how-to-create-sales-invoice.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.