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Create a sales order and invoice it

Quick answerIn MAJA Books go to Sales → Sales Orders → New Sales Order, choose the customer, add the lines and click Save & Confirm; when the goods go out, open the order and click Invoice (or Convert to Invoice) — MAJA posts the tax invoice and closes the order.
Where: MAJA Books → Sales → Sales Orders → New Sales OrderWho: Any user whose role allows creating sales orders

Steps

  1. Open MAJA Books and click Sales in the left menu, then Sales Orders.
  2. Click New Sales Order.
  3. Choose the Customer; leave Sales Order # as shown.
  4. Check Order Date (today) and Expected Shipment Date (a week later by default).
  5. Set Item Tax Preference and Discount Type.
  6. Add the lines: Description, Account, Qty, Rate, VAT%. Click Add Line for more.
  7. Optionally fill Notes, Terms & Conditions and Attachments.
  8. Click Save & Confirm, or Save Draft.

Invoice the order

  1. Open the sales order from the Sales Orders list.
  2. Click Invoice in the What's next? banner (or ··· → Convert to Invoice).
  3. Confirm. MAJA creates the invoice and opens it.

What MAJA does for you

  • A sales order is a commitment document: saving it posts no journal and moves no stock.
  • Converting creates a tax invoice dated today with the order's lines and totals, saved as Sent, posted to the ledger, with stock moved for tracked items. The order number is written into the invoice's PO Number, and the order is marked Closed.

Good to know

  • Every line needs an Account; otherwise MAJA says Please select an account for each line item.
  • To send goods before invoicing, create a Delivery Challan and choose this order in Against Sales Order.
  • The converted invoice's due date is today; edit the invoice if the customer has credit terms.
  • Converting a closed order again asks you to confirm first.

Related guides

Create a delivery challan and convert it to an invoiceConvert a proforma invoice to a tax invoice or sales orderCreate and send a tax invoice
People also ask
  • How do I create a sales order in MAJA Books?
  • How do I convert a sales order to an invoice in MAJA?
  • Does a sales order post to the ledger in MAJA Books?
  • What does Save & Confirm do on a sales order in MAJA?
Still stuck? In the app, tap the ? button at the top and choose Chat with MAJA support — the screen you are on goes with your message and the reply comes to the same place (within one working day). Or write to support@majabooks.com, or ask MAJA's assistant (the round button at the bottom right of MAJA Books).