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Sales/Receivable

The Sales/Receivable section contains essential components for managing sales operations, including invoices, returns, payments, and customer management.

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Watch our AxonERP Sale Management Video

In Sales/Receivable, here are some key components:

1. Sale Invoice

  • Create and manage sale invoices with the following details:
  1. Sale Invoice Header Information:
  • Warehouse in which the user issue the items.
  • Customer Name
  • Order Date
  • Due Date
  1. Sale Invoice Items:
  • Item Code
  • Item Description
  • Quantity
  • Unit Price
  • Total Amount
  • Tax Rate
  • Tax Amount

NOTE: Once the sale invoice is created, users can easily generate a corresponding payment and return against this customer by clicking the "Receive payment" and “return “button.

  • User can also check the accounting lines.
  • The user can also see the sale invoices report on click the preview button.
  1. Customization Options

  • Users can tailor reports to their preferences, with customization options available.

  • Sale invoice reports.

2. Sale Return

  • Create and manage sale return with the following details:
  1. Sale Return Header Information:
  • Warehouse in which the user receive the items.
  • Customer Name
  • Order Date
  • Due Date
  1. Sale Return Items:
  • Item Code
  • Item Description
  • Quantity
  • Unit Price
  • Total Amount
  • Tax Rate
  • Tax Amount
  1. Customization Options

  • Users can tailor reports to their preferences, with customization options available.

  • Sale return reports.

NOTE: Once the sale return is created, users can easily generate a corresponding return payment against this customer by clicking the "Return payment" button.

  • The user can also see the purchase Return report on click the preview button.

  • The user can also see the sale invoices report on click the preview button.

3. FBR Digital Invoice

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Watch our AxonERP FBR Digital Invoice Video

FBR digital invoice module is integrated to manage the issuance and reporting of invoices in compliance with Pakistan’s tax regulations—ensuring real-time synchronization with FBR systems.

Tax-Compliant Invoice Management

This module enables businesses to generate and submit sales invoices directly to the Federal Board of Revenue (FBR) through secure API integration. Each invoice includes customer details, itemized sales data, tax breakdowns, and system-generated invoice codes aligned with FBR standards.

Key Features

  • FBR Integration: Real-time invoice submission via FBR’s digital gateway.
  • Invoice Generation: Auto-assigns FBR-compliant invoice codes and formats.
  • Reporting Sync: Ensures all submitted invoices are logged and retrievable for audit.
  • Compliance Checks: Validates tax rates, customer NTN, and invoice structure before submission.
  • Date Range Filters: Allows filtering and exporting invoices by date, customer, or status.

Operational Guidance

  • Use this module to issue tax-compliant invoices for all B2B and B2C transactions.
  • Ideal for finance teams, tax consultants, and ERP administrators.
  • Supports audit readiness, tax filing, and regulatory transparency.
  • Ensure customer profiles and item tax settings are correctly configured before invoice generation.

4. Recurring invoices

This module allows users to automate billing for repeat customers by generating invoices on a recurring schedule. It simplifies financial operations and ensures timely payments without manual repetition.

  • Create Recurring Invoice: Set up automated invoices with fixed intervals.
  • Search by Name: Quickly locate recurring entries using customer names.
  • Filter: Use filters to narrow down recurring invoices by customer, approval status, and billing period..
  • Invoice Table: View transaction code, date, customer, due date, gross amount, and status.
  • Pagination Controls: Navigate through multiple records with ease.

5. Make Receipt

Here we can define how to make receipt.

  • In this tab we can see how to create the receipt voucher, here the user click on the make receipt button and select the vendor.
  • When the user click on the vendor tab the system automatically provide the vendor list that already created in purchase module.
  • Then select the amount against the vendor. And select cash or bank account, reference number, memo, company bank account and transaction date and time.
  • The user can also send amount to this particular customer to select the send option button and make receipt against sale return scenario.

6. Customers

7. Items

8. Pending Customer Bills

  1. Apply Filters

Use dropdowns to filter by:

  • Item
  • Customer
  • Transaction Code
  • Date Range (e.g., Last 6 Months)
  1. View Bill Details

The table displays:

  • Transaction Date
  • Transaction Type
  • Transaction Code
  • Item Name
  • Quantity
  • Unit Price
  • Tax Amount
  • Gross Amount

Navigate through multiple records using page buttons and entry count selector.

9. Payment Reconcilation

  • This feature is useful when:
  • Receiving multiple payments from a customer
  • Receiving partial payments against a specific sale invoice
  1. Reconciliation Process
  • Refresh the Reconciliation form
  • Click the Reconcile button
  • The system automatically links payments to multiple sale invoices and customers
  1. Post-Reconciliation:
  • After reconciliation, users can:
  1. Verify payment links
  • Open the associated sale invoice by clicking on the payment links
  • This feature streamlines the reconciliation process, reducing manual effort and increasing accuracy.
Payment VoucherPurchase/Payable