# Direct Selling Invoices

### **Module Guide: Direct Selling Receipt (Direct Sales Invoices)**

#### **Module Location**

#### Direct Selling > Direct Selling Receipt

#### **Module Objective**

#### The **Direct Selling Receipt (Direct Sales Invoices)** module is the billing stage in the direct selling workflow. Its purpose is to create an official invoice or receipt to be given to the customer. This document is created based on a Direct Selling Sales Order that has been shipped and becomes the basis for recording the receivable.

### **1. Main View (Receipt/Invoice List)**

#### The main page of this module displays a list of all Direct Selling invoices or receipts that have been issued.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/TVUimage.png)

#### **View Explanation & Filters**

#### This page is for viewing and managing all direct sales invoices.

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-filters%3A-you-can-sea"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Filters**: You can search for a specific invoice by **Invoice Number**, **Item Category**, or a date range (**Date From / Date To**).
- #### **Invoice List**: The table below will display all invoices that match the filters, with columns such as **Invoice Number**, **Invoice Date**, **Due Date**, **Customer Name**, and **Payment Status**.

</div></div></div></div></div></div></div></div>#### **Button Functions**

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-new-sales-invoice%3A-t"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **New Sales Invoice**: The primary button to create a new Direct Selling invoice/receipt.

</div></div></div></div></div></div></div></div>### **2. Steps to Create a Direct Selling Receipt**

#### **Step 1: Create a New Receipt**

#### From the Main View, click the **New Sales Invoice** button to open the **Add Direct Sales Invoice** form. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/sVwimage.png)

#### **Step 2: Select the Sales Order**

#### This is the most crucial step.

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-on-the-add-form%2C-fir"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">1. #### On the Add form, first select the **Customer** from the dropdown. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Qzkimage.png)
2. #### After selecting the customer, the system will display a list of billable **Sales Order Numbers** in the list box.
3. #### Select one or more **Sales Order Numbers** to be combined into a single invoice.
4. #### Click the **Get Detail** button. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/UQbimage.png)

</div></div></div></div></div></div></div></div>#### **Step 3: Verify Receipt Details**

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-the-system-will-auto"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">1. #### The system will automatically pull all the item, quantity, and price details from the selected Sales Order(s) and populate them into the detail table at the bottom.
2. #### Double-check that important dates like the **Invoice Date** and **Due Date** are correct.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9Ezimage.png)

</div></div></div></div></div></div></div></div>#### **Step 4: Save the Receipt**

#### After all data is verified, click the **Save** button to save the document. There will likely be a **Confirm** button afterwards to finalize the invoice and record it as a receivable. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/o5mimage.png)

#### **Workflow &amp; Integrated Business Process**

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-this-module-is-the-b"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### This module is the billing stage after the goods have been shipped via the **Direct Selling Delivery Order**.
- #### A receipt or invoice that has been finalized here will automatically create a receivable record in the **Accounts Receivable Module**.

</div></div></div></div></div></div></div></div>### **Tips &amp; Important Notes**

<div _ngcontent-ng-c434629380="" class="chat-history-scroll-container" id="bkmrk-to-ensure-the-billin"><div _ngcontent-ng-c434629380="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-to-ensure-the-billin-1"><div _ngcontent-ng-c3037776733=""><div _ngcontent-ng-c566376219="" class="response-container ng-tns-c566376219-89 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c566376219="" class="presented-response-container ng-tns-c566376219-89"><div _ngcontent-ng-c566376219="" class="response-container-content ng-tns-c566376219-89 is-mobile has-thoughts"><div _ngcontent-ng-c3037776733="" class="response-content ng-tns-c566376219-89"><div _ngcontent-ng-c1016971333="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr" id="bkmrk-to-ensure-the-billin-2">- #### To ensure the billing matches the order and shipment, always create the receipt/invoice based on a valid **Sales Order Number**.
- #### This document is the basis for on-field collection by the direct sales team and for the settlement process in the next module

</div><div _ngcontent-ng-c3037776733="" class="response-footer is-mobile gap has-thoughts complete"><div _ngcontent-ng-c370637797="" jslog="268370;track:generic_click,impression"></div></div></div></div></div><div _ngcontent-ng-c566376219="" class="response-container-footer ng-tns-c566376219-89"><div _ngcontent-ng-c350249880="" class="actions-container-v2 ng-tns-c350249880-93 mobile"></div></div></div></div></div></div>