POS Invoice
Overview
Below is a clear, business‑focused explanation of the POS Invoice as used in Dafater.
Overview: What the POS Invoice Is Used For
The POS Invoice is used to record immediate, over‑the‑counter sales where payment is received at the time of sale. It is designed for high‑volume, fast‑moving retail and service environments such as shops, kiosks, cafés, pharmacies, and service counters.
Unlike standard sales documents that may involve later billing or collection, the POS Invoice combines sales, payment, and receipt issuance into a single step, allowing businesses to complete transactions quickly and accurately.
Prerequisites and Setup Requirements
Before using the POS Invoice, the business should ensure the following are in place:
- Products or services are properly defined with prices
- Tax rules are configured according to local regulations
- Payment methods (cash, card, mobile wallet, etc.) are set up
- Sales locations or outlets are identified, if the business has multiple counters or branches
- Users or cashiers are authorized to process POS transactions
- Customer records are available (optional for walk‑in customers)
These preparations ensure smooth daily operations and accurate financial reporting.
Typical Workflow and Business Process Fit
The POS Invoice fits naturally into daily retail operations and follows a simple flow:
- Customer selects items or services
- Cashier creates a POS Invoice
- Items and quantities are entered
- Taxes and discounts are applied automatically
- Customer makes payment immediately
- Receipt is issued
- Sale is recorded in accounts and inventory is updated
This workflow allows businesses to: - Serve customers quickly - Avoid manual paperwork - Maintain real‑time sales visibility
Key Business Scenarios Where POS Invoice Is Essential
The POS Invoice is especially important in the following scenarios:
- Retail stores with walk‑in customers
- Restaurants and cafés handling counter payments
- Pharmacies processing frequent small transactions
- Service counters offering instant services
- Events or pop‑up shops requiring fast billing
- Cash‑and‑carry wholesalers
In all these cases, speed, accuracy, and immediate payment confirmation are critical.
Important Considerations for Users
When working with the POS Invoice, users should keep the following in mind:
- Accuracy matters: Once issued, corrections may require returns or adjustments
- Cash handling discipline is important to avoid mismatches at day end
- Discounts and promotions should follow company policy
- Returns or refunds should be processed using proper return workflows
- Daily reconciliation helps ensure sales and payments match
- Customer details, when captured, improve future sales insights and loyalty
Business Value of POS Invoice
Using the POS Invoice in Dafater helps businesses:
- Speed up customer service
- Reduce billing errors
- Maintain accurate financial records
- Track real‑time sales performance
- Improve cashier accountability
- Support smooth day‑end closing
In Summary
The POS Invoice is a critical document for any business that handles instant sales and immediate payments. It simplifies front‑line operations while ensuring financial accuracy, making it an essential tool for efficient, customer‑focused businesses using Dafater.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | - | Short reference title for the POS invoice | |
| naming_series | Series | Select | ✓ | ACC-PSINV-.YYYY.- | Defines Dafater automatic numbering series for POS invoices |
| customer | Customer | Link | Customer | Customer receiving goods or services in this transaction | |
| customer_name | Customer Name | Data | - | Customer name displayed on the POS invoice | |
| tax_id | Tax Id | Data | - | Customer tax identification number for compliance reporting | |
| pos_profile | POS Profile | Link | POS Profile | POS configuration profile controlling taxes, payments, and print settings | |
| consolidated_invoice | Consolidated Sales Invoice | Link | Sales Invoice | Linked consolidated sales invoice for multiple POS transactions | |
| is_pos | Include Payment (POS) | Check | ✓ | - | Includes immediate payment details in the POS invoice |
| is_return | Is Return (Credit Note) | Check | - | Marks invoice as return or credit note | |
| updatebilledamountinsales_order | Update Billed Amount in Sales Order | Check | - | Updates billed amount against linked sales orders | |
| updatebilledamountindelivery_note | Update Billed Amount in Delivery Note | Check | - | Updates billed amount against linked delivery notes | |
| company | Company | Link | ✓ | Company | Company issuing the POS invoice |
| posting_date | Date | Date | ✓ | - | Accounting date for recording the transaction |
| posting_time | Posting Time | Time | - | Exact time when transaction is posted | |
| setpostingtime | Edit Posting Date and Time | Check | - | Allows manual editing of posting date and time | |
| due_date | Payment Due Date | Date | - | Date by which payment is due | |
| amended_from | Amended From | Link | POS Invoice | Reference to original POS invoice being amended | |
| return_against | Return Against | Link | POS Invoice | Original POS invoice against which return is issued | |
| project | Project | Link | Project | Project associated with this POS sale | |
| cost_center | Cost Center | Link | Cost Center | Cost center receiving revenue from this sale | |
| po_no | Customer's Purchase Order | Data | - | Customer’s purchase order reference number | |
| po_date | Customer's Purchase Order Date | Date | - | Date of customer’s purchase order | |
| customer_address | Customer Address | Link | Address | Linked billing address of the customer | |
| address_display | Address | Small Text | - | Formatted customer billing address for display | |
| contact_person | Contact Person | Link | Contact | Primary customer contact for this transaction | |
| contact_display | Contact | Small Text | - | Formatted customer contact details | |
| contact_mobile | Mobile No | Data | Phone | Customer contact mobile number | |
| contact_email | Contact Email | Data | Customer contact email address | ||
| territory | Territory | Link | Territory | Sales territory associated with the customer | |
| shippingaddressname | Shipping Address Name | Link | Address | Linked shipping address record | |
| shipping_address | Shipping Address | Small Text | - | Formatted shipping address for delivery | |
| company_address | Company Address Name | Link | Address | Company address used on invoice | |
| companyaddressdisplay | Company Address | Small Text | - | Formatted company address for printing | |
| companycontactperson | Company Contact Person | Link | Contact | Company contact person for customer communication | |
| currency | Currency | Link | ✓ | Currency | Transaction currency for this POS invoice |
| conversion_rate | Exchange Rate | Float | ✓ | - | Exchange rate to company currency |
| sellingpricelist | Price List | Link | ✓ | Price List | Price list applied to item rates |
| pricelistcurrency | Price List Currency | Link | ✓ | Currency | Currency defined in the selected price list |
| plcconversionrate | Price List Exchange Rate | Float | ✓ | - | Exchange rate from price list currency |
| ignorepricingrule | Ignore Pricing Rule | Check | - | Ignores automatic pricing and discount rules | |
| set_warehouse | Source Warehouse | Link | Warehouse | Default warehouse for issuing stock items | |
| update_stock | Update Stock | Check | - | Updates inventory levels upon submission | |
| scan_barcode | Scan Barcode | Data | Barcode | Scan barcode to quickly add items | |
| items | Items | Table | ✓ | POS Invoice Item | List of items sold in this POS invoice |
| pricing_rules | Pricing Rule Detail | Table | Pricing Rule Detail | Applied pricing rules and discounts details | |
| packed_items | Packed Items | Table | Packed Item | Packed items generated from product bundles | |
| productbundlehelp | Product Bundle Help | HTML | - | Guidance for managing product bundles | |
| timesheets | Time Sheets | Table | Sales Invoice Timesheet | Billable timesheets linked to this invoice | |
| totalbillingamount | Total Billing Amount | Currency | - | Total billable amount before adjustments | |
| total_qty | Total Quantity | Float | - | Total quantity of all items | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Total amount in company base currency | |
| basenettotal | Net Total (Company Currency) | Currency | ✓ | Company:company:default_currency | Net total in company base currency |
| total | Total | Currency | currency | Total amount before taxes and discounts | |
| net_total | Net Total | Currency | currency | Net amount after item-level adjustments | |
| totalnetweight | Total Net Weight | Float | - | Combined net weight of all items | |
| taxesandcharges | Sales Taxes and Charges Template | Link | Sales Taxes and Charges Template | Template defining applicable sales taxes and charges | |
| shipping_rule | Shipping Rule | Link | Shipping Rule | Rule defining shipping charges calculation | |
| tax_category | Tax Category | Link | Tax Category | Tax category determining applicable tax rates | |
| taxes | Sales Taxes and Charges | Table | Sales Taxes and Charges | Detailed breakup of applied taxes and charges | |
| otherchargescalculation | Taxes and Charges Calculation | Text Editor | - | Formula and explanation for tax calculations | |
| basetotaltaxesandcharges | Total Taxes and Charges (Company Currency) | Currency | Company:company:default_currency | Total taxes in company base currency | |
| totaltaxesand_charges | Total Taxes and Charges | Currency | currency | Total taxes and charges in transaction currency | |
| loyalty_points | Loyalty Points | Int | - | Loyalty points earned from this sale | |
| loyalty_amount | Loyalty Amount | Currency | Company:company:default_currency | Monetary value of redeemed loyalty points | |
| redeemloyaltypoints | Redeem Loyalty Points | Check | - | Applies loyalty points to reduce payable amount | |
| loyalty_program | Loyalty Program | Link | Loyalty Program | Loyalty program applicable to this customer | |
| loyaltyredemptionaccount | Redemption Account | Link | Account | Account used for loyalty redemption accounting | |
| loyaltyredemptioncost_center | Redemption Cost Center | Link | Cost Center | Cost center for loyalty redemption expenses | |
| coupon_code | Coupon Code | Link | Coupon Code | Applied promotional or discount coupon | |
| applydiscounton | Apply Additional Discount On | Select | , Grand Total, Net Total | Basis for applying additional discount | |
| basediscountamount | Additional Discount Amount (Company Currency) | Currency | Company:company:default_currency | Additional discount in company base currency | |
| additionaldiscountpercentage | Additional Discount Percentage | Float | - | Extra discount percentage applied to invoice | |
| discount_amount | Additional Discount Amount | Currency | currency | Additional discount amount in transaction currency | |
| basegrandtotal | Grand Total (Company Currency) | Currency | ✓ | Company:company:default_currency | Final payable amount in company base currency |
| baseroundingadjustment | Rounding Adjustment (Company Currency) | Currency | Company:company:default_currency | Rounding difference in company base currency | |
| baseroundedtotal | Rounded Total (Company Currency) | Currency | Company:company:default_currency | Rounded payable total in company base currency | |
| baseinwords | In Words (Company Currency) | Data | - | Grand total expressed in words, base currency | |
| grand_total | Grand Total | Currency | ✓ | currency | Final payable amount after all adjustments |
| rounding_adjustment | Rounding Adjustment | Currency | currency | Rounding difference applied to grand total | |
| rounded_total | Rounded Total | Currency | currency | Final rounded payable amount | |
| in_words | In Words | Data | - | Grand total amount expressed in words | |
| total_advance | Total Advance | Currency | partyaccountcurrency | Total advance payments adjusted against invoice | |
| outstanding_amount | Outstanding Amount | Currency | partyaccountcurrency | Remaining amount to be paid by customer | |
| allocateadvancesautomatically | Allocate Advances Automatically (FIFO) | Check | - | Automatically allocates advances using FIFO method | |
| get_advances | Get Advances Received | Button | set_advances | Fetches available customer advances for adjustment | |
| advances | Advances | Table | Sales Invoice Advance | Details of advance payments applied | |
| paymenttermstemplate | Payment Terms Template | Link | Payment Terms Template | Template defining payment schedule and terms | |
| payment_schedule | Payment Schedule | Table | Payment Schedule | Installment-wise payment due details | |
| cashbankaccount | Cash/Bank Account | Link | Account | Cash or bank account receiving payment | |
| payments | Sales Invoice Payment | Table | Sales Invoice Payment | Payment modes and amounts received | |
| basepaidamount | Paid Amount (Company Currency) | Currency | Company:company:default_currency | Paid amount in company base currency | |
| paid_amount | Paid Amount | Currency | currency | Total amount received from customer | |
| basechangeamount | Base Change Amount (Company Currency) | Currency | Company:company:default_currency | Change returned in company base currency | |
| change_amount | Change Amount | Currency | currency | Change amount returned to customer | |
| accountforchange_amount | Account for Change Amount | Link | Account | Account used to record returned change | |
| writeoffamount | Write Off Amount | Currency | currency | Amount written off as non-recoverable | |
| basewriteoff_amount | Write Off Amount (Company Currency) | Currency | Company:company:default_currency | Write-off amount in company base currency | |
| writeoffoutstandingamountautomatically | Write Off Outstanding Amount | Check | - | Automatically writes off remaining outstanding amount | |
| writeoffaccount | Write Off Account | Link | Account | Account used for posting write-off | |
| writeoffcost_center | Write Off Cost Center | Link | Cost Center | Cost center associated with write-off | |
| tc_name | Terms | Link | Terms and Conditions | Standard terms and conditions template | |
| terms | Terms and Conditions Details | Text Editor | - | Detailed terms and conditions text | |
| letter_head | Letter Head | Link | Letter Head | Letterhead used for invoice printing | |
| groupsameitems | Group same items | Check | - | Groups identical items into single line | |
| language | Print Language | Data | - | Language used for printing the invoice | |
| selectprintheading | Print Heading | Link | Print Heading | Custom heading shown on printed invoice | |
| intercompanyinvoice_reference | Inter Company Invoice Reference | Link | Purchase Invoice | Linked inter-company purchase invoice reference | |
| customer_group | Customer Group | Link | Customer Group | Customer segment for reporting and analysis | |
| campaign | Campaign | Link | Campaign | Marketing campaign linked to this sale | |
| is_discounted | Is Discounted | Check | - | Indicates whether invoice includes discounts | |
| status | Status | Select | , Draft, Return, Credit Note Issued, Consolidat... | Current workflow and payment status of invoice | |
| source | Source | Link | Lead Source | Lead or source from which sale originated | |
| debit_to | Debit To | Link | ✓ | Account | Receivable account debited for this invoice |
| partyaccountcurrency | Party Account Currency | Link | Currency | Currency of customer receivable account | |
| is_opening | Is Opening Entry | Select | No, Yes | Marks invoice as opening accounting entry | |
| remarks | Remarks | Small Text | - | Internal or customer-facing notes | |
| sales_partner | Sales Partner | Link | Sales Partner | Sales partner involved in this transaction | |
| amounteligiblefor_commission | Amount Eligible for Commission | Currency | - | Sales amount eligible for partner commission | |
| commission_rate | Commission Rate (%) | Float | - | Commission percentage for sales partner | |
| total_commission | Total Commission | Currency | Company:company:default_currency | Total commission payable for this invoice | |
| sales_team | Sales Team | Table | Sales Team | Sales representatives contributing to this sale | |
| from_date | From Date | Date | - | Start date for service or billing period | |
| to_date | To Date | Date | - | End date for service or billing period | |
| auto_repeat | Auto Repeat | Link | Auto Repeat | Auto-repeat configuration for recurring invoices | |
| updateautorepeat_reference | Update Auto Repeat Reference | Button | - | Updates linked auto-repeat invoice reference | |
| againstincomeaccount | Against Income Account | Small Text | - | Income accounts credited by this invoice |
Child Tables
Items (POS Invoice Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| barcode | Barcode | Data | - | Scannable code used to quickly identify the item in Dafater POS. | |
| hasitemscanned | Has Item Scanned | Check | - | Indicates whether the item was added using barcode scanning. | |
| item_code | Item | Link | Item | Unique Dafater item identifier selected for this POS transaction. | |
| item_name | Item Name | Data | ✓ | - | Readable name of the item shown on POS invoice. |
| customeritemcode | Customer's Item Code | Data | - | Customer-specific reference code for the sold item. | |
| description | Description | Text Editor | ✓ | - | Detailed item description displayed on invoice and receipts. |
| item_group | Item Group | Link | Item Group | Category grouping used for reporting and item classification. | |
| brand | Brand Name | Data | - | Brand associated with the item for sales analysis. | |
| image | Image | Attach | - | Uploaded image of the item for reference. | |
| image_view | Image View | Image | image | Preview of the attached item image. | |
| qty | Quantity | Float | - | Quantity of the item sold in POS. | |
| stock_uom | Stock UOM | Link | UOM | Primary inventory unit of measure maintained in Dafater. | |
| uom | UOM | Link | ✓ | UOM | Sales unit of measure used for this invoice item. |
| conversion_factor | UOM Conversion Factor | Float | ✓ | - | Conversion rate between sales UOM and stock UOM. |
| stock_qty | Qty as per Stock UOM | Float | - | Calculated quantity in stock UOM after conversion. | |
| pricelistrate | Price List Rate | Currency | currency | Item rate fetched from the selected price list. | |
| basepricelist_rate | Price List Rate (Company Currency) | Currency | Company:company:default_currency | Price list rate converted to company base currency. | |
| margin_type | Margin Type | Select | , Percentage, Amount | Defines margin calculation as percentage or fixed amount. | |
| marginrateor_amount | Margin Rate or Amount | Float | - | Margin value applied based on selected margin type. | |
| ratewithmargin | Rate With Margin | Currency | currency | Item rate after applying margin on price list rate. | |
| discount_percentage | Discount (%) on Price List Rate with Margin | Percent | - | Discount percentage applied after margin calculation. | |
| discount_amount | Discount Amount | Currency | currency | Discount value deducted from item rate. | |
| distributeddiscountamount | Distributed Discount Amount | Currency | currency | Proportionate discount allocated to this item. | |
| baseratewith_margin | Rate With Margin (Company Currency) | Currency | Company:company:default_currency | Rate with margin expressed in company base currency. | |
| rate | Rate | Currency | ✓ | currency | Final selling rate per unit for the item. |
| amount | Amount | Currency | ✓ | currency | Total amount calculated for item quantity. |
| itemtaxtemplate | Item Tax Template | Link | Item Tax Template | Tax rules template applied specifically to this item. | |
| base_rate | Rate (Company Currency) | Currency | ✓ | Company:company:default_currency | Item selling rate in company base currency. |
| base_amount | Amount (Company Currency) | Currency | ✓ | Company:company:default_currency | Total item amount in company base currency. |
| pricing_rules | Pricing Rules | Small Text | - | Details of pricing rules applied to this item. | |
| isfreeitem | Is Free Item | Check | - | Indicates item is provided free of charge. | |
| grant_commission | Grant Commission | Check | - | Controls whether sales commission applies to this item. | |
| net_rate | Net Rate | Currency | currency | Item rate after discounts but before taxes. | |
| net_amount | Net Amount | Currency | currency | Net total amount after discounts, excluding taxes. | |
| basenetrate | Net Rate (Company Currency) | Currency | Company:company:default_currency | Net item rate in company base currency. | |
| basenetamount | Net Amount (Company Currency) | Currency | Company:company:default_currency | Net item amount in company base currency. | |
| deliveredbysupplier | Delivered By Supplier | Check | - | Indicates supplier directly delivers the sold item. | |
| income_account | Income Account | Link | ✓ | Account | Account used to record income from this item sale. |
| isfixedasset | Is Fixed Asset | Check | - | Marks item as a fixed asset for accounting. | |
| asset | Asset | Link | Asset | Linked asset record created from this sales item. | |
| finance_book | Finance Book | Link | Finance Book | Finance book used for asset or accounting entries. | |
| expense_account | Expense Account | Link | Account | Expense account used when item impacts expenses. | |
| deferredrevenueaccount | Deferred Revenue Account | Link | Account | Account used to defer revenue recognition over time. | |
| servicestopdate | Service Stop Date | Date | - | Date when service delivery is stopped or paused. | |
| enabledeferredrevenue | Enable Deferred Revenue | Check | - | Enables deferred revenue handling for this item. | |
| servicestartdate | Service Start Date | Date | - | Start date for service or subscription period. | |
| serviceenddate | Service End Date | Date | - | End date for service or subscription period. | |
| weightperunit | Weight Per Unit | Float | - | Weight of a single item unit. | |
| total_weight | Total Weight | Float | - | Total shipment weight based on quantity. | |
| weight_uom | Weight UOM | Link | UOM | Unit of measure used for item weight. | |
| warehouse | Warehouse | Link | Warehouse | Warehouse from which the item is issued. | |
| target_warehouse | Customer Warehouse (Optional) | Link | Warehouse | Customer or destination warehouse for delivered item. | |
| quality_inspection | Quality Inspection | Link | Quality Inspection | Linked quality inspection record for the item. | |
| serialandbatch_bundle | Serial and Batch Bundle | Link | Serial and Batch Bundle | Grouped serial and batch details for this item. | |
| useserialbatch_fields | Use Serial No / Batch Fields | Check | - | Enables serial and batch tracking fields. | |
| allowzerovaluation_rate | Allow Zero Valuation Rate | Check | - | Allows item valuation rate to be zero. | |
| itemtaxrate | Item Tax Rate | Small Text | - | Tax rate details applied to this item. | |
| actualbatchqty | Available Batch Qty at Warehouse | Float | - | Available quantity for selected batch in warehouse. | |
| actual_qty | Available Qty at Warehouse | Float | - | Current available stock quantity in warehouse. | |
| serial_no | Serial No | Text | - | Serial numbers assigned to the sold item. | |
| batch_no | Batch No | Link | Batch | Batch number associated with the item. | |
| sales_order | Sales Order | Link | Sales Order | Source sales order linked to this POS item. | |
| so_detail | Sales Order Item | Data | - | Specific sales order line linked to this item. | |
| posinvoiceitem | POS Invoice Item | Data | - | Internal reference identifier for POS invoice item. | |
| delivery_note | Delivery Note | Link | Delivery Note | Delivery note generated against this POS item. | |
| dn_detail | Delivery Note Item | Data | - | Delivery note line reference for this item. | |
| delivered_qty | Delivered Qty | Float | - | Quantity already delivered to the customer. | |
| cost_center | Cost Center | Link | ✓ | Cost Center | Cost center assigned for financial tracking. |
| project | Project | Link | Project | Project linked to this sale for costing. | |
| page_break | Page Break | Check | - | Forces page break after this item in print. |
Pricing Rule Detail (Pricing Rule Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| pricing_rule | Pricing Rule | Link | Pricing Rule | Referenced Dafater pricing rule applied to this item. | |
| item_code | Item Code | Data | - | Item identifier affected by the Dafater pricing rule. | |
| margin_type | Margin Type | Data | - | Defines margin calculation type used by the pricing rule. | |
| rateordiscount | Rate or Discount | Data | - | Specified rate or discount value defined by the rule. | |
| child_docname | Child Docname | Data | - | Source document row name where the pricing rule applied. | |
| rule_applied | Rule Applied | Check | - | Indicates whether the Dafater pricing rule was successfully applied. |
Packed Items (Packed Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| parent_item | Parent Item | Link | Item | Main bundled item this packed item belongs to | |
| item_code | Item Code | Link | Item | Item being packed as part of the parent item | |
| item_name | Item Name | Data | - | Readable name of the packed item | |
| description | Description | Text Editor | - | Detailed description of the packed item | |
| warehouse | From Warehouse | Link | Warehouse | Source warehouse from which item is picked | |
| target_warehouse | To Warehouse (Optional) | Link | Warehouse | Destination warehouse for item transfer if applicable | |
| conversion_factor | Conversion Factor | Float | - | Quantity conversion factor between stock and sales units | |
| qty | Qty | Float | - | Required quantity of the packed item | |
| rate | Rate | Currency | currency | Valuation or selling rate of the packed item | |
| uom | UOM | Link | UOM | Unit of measure for the packed quantity | |
| pickserialand_batch | Pick Serial / Batch No | Button | - | Action to select serial or batch numbers | |
| useserialbatch_fields | Use Serial No / Batch Fields | Check | - | Enable manual entry of serial and batch details | |
| serialandbatch_bundle | Serial and Batch Bundle | Link | Serial and Batch Bundle | Linked bundle containing selected serial and batch details | |
| deliveredbysupplier | Supplier delivers to Customer | Check | - | Indicates supplier ships item directly to customer | |
| serial_no | Serial No | Text | - | Specific serial numbers assigned to the item | |
| batch_no | Batch No | Link | Batch | Batch number associated with the packed item | |
| actualbatchqty | Actual Batch Quantity | Float | - | Available quantity for the selected batch | |
| actual_qty | Actual Qty | Float | - | Current available stock quantity | |
| projected_qty | Projected Qty | Float | - | Expected stock after considering pending transactions | |
| ordered_qty | Ordered Qty | Float | - | Quantity already ordered but not yet received | |
| packed_qty | Packed Qty | Float | - | Quantity already packed for delivery | |
| incoming_rate | Incoming Rate | Currency | - | Expected purchase rate from incoming stock | |
| picked_qty | Picked Qty | Float | - | Quantity already picked from warehouse | |
| page_break | Page Break | Check | - | Forces page break in printed documents | |
| prevdoc_doctype | Prevdoc DocType | Data | - | Source document type from which item originated | |
| parentdetaildocname | Parent Detail docname | Data | - | Reference name of parent document detail row |
Time Sheets (Sales Invoice Timesheet)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| activity_type | Activity Type | Link | Activity Type | Type of work performed for billing and reporting. | |
| description | Description | Small Text | - | Brief explanation of work done during the billed time. | |
| from_time | From Time | Datetime | - | Start date and time of the billable activity. | |
| to_time | To Time | Datetime | - | End date and time of the billable activity. | |
| billing_hours | Billing Hours | Float | - | Total hours calculated for billing this activity. | |
| billing_amount | Billing Amount | Currency | currency | Amount charged based on billing hours and rates. | |
| time_sheet | Time Sheet | Link | Timesheet | Linked Dafater timesheet source for this invoice entry. | |
| timesheet_detail | Timesheet Detail | Data | - | Reference to specific timesheet row used for billing. | |
| project_name | Project Name | Data | - | Project associated with this billed timesheet activity. |
Sales Taxes and Charges (Sales Taxes and Charges)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| charge_type | Type | Select | ✓ | , Actual, On Net Total, On Previous Row Amount,... | Defines how tax or charge is calculated in Dafater |
| row_id | Reference Row # | Data | - | References previous tax row for dependent calculations in Dafater | |
| account_head | Account Head | Link | ✓ | Account | Ledger account where this tax or charge is posted |
| description | Description | Small Text | ✓ | - | Explanation of the tax or charge applied |
| includedinprint_rate | Is this Tax included in Basic Rate? | Check | - | Indicates if tax is included in item basic rate | |
| includedinpaid_amount | Considered In Paid Amount | Check | - | Marks tax amount as part of customer paid total | |
| cost_center | Cost Center | Link | Cost Center | Cost center assigned for tracking tax or charge impact | |
| rate | Tax Rate | Float | - | Percentage rate used to calculate the tax or charge | |
| account_currency | Account Currency | Link | Currency | Currency of the linked account head | |
| tax_amount | Amount | Currency | currency | Calculated tax or charge amount in transaction currency | |
| total | Total | Currency | currency | Cumulative total after applying this tax or charge | |
| taxamountafterdiscountamount | Tax Amount After Discount Amount | Currency | currency | Tax amount calculated after applying discounts | |
| basetaxamount | Amount (Company Currency) | Currency | Company:company:default_currency | Tax amount converted to company base currency | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Total amount in company base currency | |
| basetaxamountafterdiscount_amount | Tax Amount After Discount Amount (Company Currency) | Currency | Company:company:default_currency | Discounted tax amount in company base currency | |
| itemwisetax_detail | Item Wise Tax Detail | Code | - | System-generated breakdown of tax applied per item | |
| dontrecomputetax | Dont Recompute tax | Check | - | Prevents Dafater from recalculating this tax automatically |
Advances (Sales Invoice Advance)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| reference_type | Reference Type | Link | DocType | Source document type linked to this advance. | |
| reference_name | Reference Name | Dynamic Link | reference_type | Specific source document identifier for the advance. | |
| remarks | Remarks | Text | - | Additional notes or comments about the advance usage. | |
| reference_row | Reference Row | Data | - | Specific row reference within the linked source document. | |
| advance_amount | Advance amount | Currency | partyaccountcurrency | Total advance amount received from the customer. | |
| allocated_amount | Allocated amount | Currency | partyaccountcurrency | Portion of advance applied against this sales invoice. | |
| exchangegainloss | Exchange Gain/Loss | Currency | Company:company:default_currency | Currency exchange gain or loss from advance allocation. | |
| refexchangerate | Reference Exchange Rate | Float | - | Exchange rate used for the referenced advance transaction. | |
| differencepostingdate | Difference Posting Date | Date | - | Posting date for recording any exchange difference. |
Payment Schedule (Payment Schedule)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| payment_term | Payment Term | Link | Payment Term | Defines agreed payment terms for this schedule in Dafater. | |
| description | Description | Small Text | - | Additional notes describing this scheduled payment in Dafater. | |
| due_date | Due Date | Date | ✓ | - | Date by which this payment is due in Dafater. |
| modeofpayment | Mode of Payment | Link | Mode of Payment | Preferred payment method for this installment in Dafater. | |
| invoice_portion | Invoice Portion | Percent | - | Percentage of total invoice covered by this payment. | |
| discount_type | Discount Type | Select | Percentage, Amount | Specifies whether discount is percentage or fixed amount. | |
| discount_date | Discount Date | Date | - | Last date to qualify for early payment discount. | |
| discount | Discount | Float | - | Discount value applicable for timely payment. | |
| payment_amount | Payment Amount | Currency | ✓ | currency | Planned payment amount for this schedule entry. |
| outstanding | Outstanding | Currency | currency | Remaining unpaid amount for this scheduled payment. | |
| paid_amount | Paid Amount | Currency | currency | Amount already paid against this scheduled payment. | |
| discounted_amount | Discounted Amount | Currency | - | Payment amount after applying eligible discount. | |
| basepaymentamount | Payment Amount (Company Currency) | Currency | Company:company:default_currency | Payment amount converted to company base currency. | |
| base_outstanding | Outstanding (Company Currency) | Currency | Company:company:default_currency | Outstanding amount in company base currency. | |
| basepaidamount | Paid Amount (Company Currency) | Currency | Company:company:default_currency | Paid amount recorded in company base currency. |
Sales Invoice Payment (Sales Invoice Payment)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| default | Default | Check | - | Marks this payment method as default for the sales invoice. | |
| modeofpayment | Mode of Payment | Link | ✓ | Mode of Payment | Selected payment method used to receive customer payment. |
| amount | Amount | Currency | ✓ | currency | Payment amount received through this mode of payment. |
| reference_no | Reference No | Data | - | External reference number for tracking the payment transaction. | |
| account | Account | Link | Account | Dafater account where the payment amount is recorded. | |
| type | Type | Read Only | - | System-defined payment entry type for the sales invoice. | |
| base_amount | Base Amount (Company Currency) | Currency | Company:company:default_currency | Payment amount converted into company base currency. | |
| clearance_date | Clearance Date | Date | - | Date when the payment is cleared by bank. |
Sales Team (Sales Team)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| sales_person | Sales Person | Link | ✓ | Sales Person | Assigned sales representative responsible for this transaction in Dafater |
| contact_no | Contact No. | Data | - | Primary contact number of the sales person for coordination | |
| allocated_percentage | Contribution (%) | Float | - | Percentage contribution of this sales person to overall sale | |
| allocated_amount | Contribution to Net Total | Currency | Company:company:default_currency | Net sales amount attributed to this sales person | |
| commission_rate | Commission Rate | Data | - | Commission percentage or rate applicable for this sales person | |
| incentives | Incentives | Currency | Company:company:default_currency | Incentive amount earned by sales person for this transaction |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Accounts User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Account | Links to | Accounts |
| Address | Links to | Contacts |
| Auto Repeat | Links to | Automation |
| Campaign | Links to | CRM |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Cost Center | Links to | Accounts |
| Coupon Code | Links to | Accounts |
| Currency | Links to | Geo |
| Customer | Links to | Selling |
| Customer Group | Links to | Setup |
| Lead Source | Links to | CRM |
| Letter Head | Links to | Printing |
| Loyalty Program | Links to | Accounts |
| POS Invoice | Links to | Accounts |
| POS Profile | Links to | Accounts |
| Payment Terms Template | Links to | Accounts |
| Price List | Links to | Stock |
| Print Heading | Links to | Setup |
| Project | Links to | Projects |
| Purchase Invoice | Links to | Accounts |
| Sales Invoice | Links to | Accounts |
| Sales Partner | Links to | Setup |
| Sales Taxes and Charges Template | Links to | Accounts |
| Shipping Rule | Links to | Accounts |
| Tax Category | Links to | Accounts |
| Terms and Conditions | Links to | Setup |
| Territory | Links to | Setup |
| Warehouse | Links to | Stock |