Sales invoices in Oojeema are used when recording sales of goods to your customers.
Select a Customer #
1. Begin by selecting sales invoice from the sidebar.
2. Click on the add icon to show the Sales Invoice transaction form.
3. In the header section, select the customer and add any notes or reference number for this invoice.
Adding an Item #
4. Add an item to the invoice.
5. Select an item from your item choices, quantity, price, and tax details.
Note: Check the tax options maintenance by going to Settings, then Value Added Tax or Withholding Tax
Applying Creditable Withholding Tax (CWT) #
1. Click on the add withholding tax button.
2. Select an appropriate Alphanumeric Tax Code (ATC) from the Creditable Withholding Tax drop down field.
3. Enter the withholding tax base amount that will be the basis of the withholding tax computation. This is usually the net of VAT amount.
4. Click Confirm to apply.
5. You can add additional multiple withholding tax deductions (up to 5) by simply click on the add withholding tax button.
Applying a Discount #
There are 3 types of discounts that you can apply to an invoice.
- Person with Disability (PWD) Discount
- Senior Citizen Discount (SC)
- Trade Discount
PWD & SC Discounts
1. Enter the gross amount that you would like to apply the discount to, and Oojeema will automatically compute for the 20% discount.
2. Enter the identification details of the person availing the PWD/SC discount.
Trade Discount
Enter the gross amount and enter either the discount rate (in decimal) or the amount you want to apply.
Summary #
You may review the summary of your transactions and also check the account entries of your transactions in the Accounts Receivable section
