Skip to content
Quillix docs
Home Support Open app → (opens in a new tab)

New Sale

Where Sidebar › Sales › New Sale

Raises a new tax invoice, credit note or debit note for this store. GST, ledgers and the inter/intra-state tax split compute automatically as you fill it in.

First
The customer's state decides the tax split. Until Quillix knows it, it cannot tell an intra-state sale from an inter-state one — so CGST+SGST versus IGST will be wrong on every line. Get the customer right before you get the lines right.
SCREENSHOT · the New Sale form with the document-type switcher, customer block, line table and running Taxable / Doc Total

Pick or add the customer

Chooses the buyer from the customer master, loading their GSTIN, address and registration type onto the invoice.

  1. Type to search for an existing customer, or click + to quick-add a new one without leaving the page.
  2. Selecting a customer loads their GSTIN, address and registration type onto the invoice.
  3. If the customer is unregistered with no state or pincode on file, click + Enter Pincode, type their 6-digit pincode and Save — Quillix derives the state from it.

Find or verify a customer by GSTIN

  1. To find an existing customer, start typing a GSTIN into the GSTIN field. Once 10 or more characters match, Quillix auto-selects that customer and fills in their address, state and pincode.
  2. To check a new one, type the full 15-character GSTIN in the Quick-Add Customer form and click Verify GSTIN. It stays disabled until the GSTIN is complete, then checks the portal and fills in name, state and address.
Note
Verification only fills fields that are blank. Anything you have already typed by hand is left exactly as you entered it, so a portal record cannot silently overwrite a correction you made deliberately.

Raise a credit or debit note instead

Switches the form to a Credit Note or Debit Note, which uses its own numbering series and asks for the original invoice and a reason.

  1. Click Credit Note or Debit Note at the top of the form. Switching clears whatever number is in the field — it refills automatically only if auto-numbering is on for that series.
  2. Type the Original Invoice No. Type-ahead suggests numbers already raised in Quillix, and a match pulls in the customer, address and every line item — all still editable, so a partial return is just a matter of deleting the lines you are not crediting.
  3. Pick a Reason before saving. These are GSTR-1's standard codes: Sales Return, Post Sale Discount, Deficiency in Services, Correction in Invoice and the rest.
Note
If the original was never raised in Quillix — a legacy paper invoice, say — the lookup finds nothing and the form stays blank for manual entry. That is expected, not an error.

Add items to the invoice

  1. Click Add Row for a blank line, then pick the item and enter quantity and rate.
  2. Quillix classifies each row as goods or a service automatically, the moment you enter its HSN/SAC code.
  3. Click a Recently used chip to insert an item you billed recently on this device — it fills the first empty row, or adds a new one if none is empty.
  4. If the item is not in the master yet, click New Stock Item, fill in the details and click Add & Select. Goods stores only — services-only stores do not see this button.
  5. Click the note icon beside a line to add free text that prints under it — useful for a model number, specs, or a service period.

Discounts and the running totals

Each line takes either a flat rupee discount or a percentage — the two columns do the same job in different units.

  1. Enter a flat discount in ₹, or use the % column to discount proportionally instead. Use one or the other per line, so the taxable value is obviously derived from what you typed.
  2. Watch Taxable as you enter lines — it is the GST-exclusive figure the return is built from. Doc Total is what the customer actually pays.

0% lines and export supply type

A 0%-GST line still has to be classified, because GSTR-1 reports the three kinds separately.

  1. Open the line's note panel — the 0% Sub-type dropdown only appears when that row's GST rate is 0%.
  2. Pick Nil-rated, Exempted or Non-GST. The choice decides which Section 8 bucket the line lands in, so a wrong pick shows up as a mis-stated exempt turnover.

For Export and SEZ customers a Supply Type control appears: With Payment of IGST (refundable) or Under LUT / Bond (no tax). Switching it recalculates every line already entered — LUT sales carry no GST at all.

Delivery and references

  1. Click Same as Bill-To if the delivery address matches, or Ship to a different address and fill in the fields that appear. Quillix never assumes the two are the same — leaving neither chosen blocks Save.
  2. For Export customers, fill in Port Code, Shipping Bill No and Shipping Bill Date — what GSTN requires in Table 6A. These can be left blank at sale entry and added later, before GSTR-1 filing.
  3. Purchase Order & Dispatch records the buyer's PO number and date, the mode of dispatch and the RR/LR number. All optional.

Save the invoice

  1. Fill in every required field and click Save Invoice.
  2. Quillix validates the document and writes it to Sales, allocating the next number if auto-numbering is on for that series.
If the save fails
A failure shows a persistent red banner, not a toast — read it, because it names what actually went wrong; fix the cause, save again, then dismiss it with the ×. It stays on screen deliberately: a failed save that vanished after three seconds is how an invoice gets lost. A duplicate invoice number for this store is rejected outright — Quillix checks existing sales before saving.

Common questions

Why is an invoice charging IGST instead of CGST and SGST?
Because Quillix has the customer in a different state. The split follows place of supply, not the billing address — fix it on the customer record in Sales Masters and every invoice follows.
What are the three 0% sub-types for?
GSTR-1 reports nil-rated, exempted and non-GST supplies in separate Section 8 buckets, so a 0% line has to say which it is. A wrong pick shows up as mis-stated exempt turnover.

Last updated