POS Billing Guide (Point of Sale)
Learn how to quickly create POS invoices in LedgerX for walk-in customers with fast billing, instant payment capture, and GST-ready invoices.
1
Open the POS Module
- Go to the POS menu from the bottom navigation bar.
- Click Add Invoice to create a new POS bill.
This opens the Add New POS Invoice screen.
2
Enter Party Details (Optional)
- Party Contact Number - Optional (useful for customer records).
- Party Name - Optional (for repeat customers).
- POS Invoice No - Auto-generated.
- Billing Currency - Default is INR (₹).
- Invoice Date - Auto-filled with today's date.
POS billing supports quick billing even without customer details.
3
Add Items (Item-wise Entry)
- Under Item-wise Entry(Quantity Wise)
- Select Item Code
- Select Item Name
- Enter Quantity
- Verify Rate (auto-fetched from item master)
- Amount and Net Amount are calculated automatically.
- Click + Add New Line to add more items
Item Code and Item Name are mandatory.
4
Review Total Amount
The Total is automatically calculated based on:
- Quantity
- Rate Date
- Discount (if any)
- Taxes
Ensure all items are correctly entered before proceeding.
5
Journal Entry & Invoice Summary
In the Journal Entry / Invoice Amount section:
- Review:
- Invoice Amount
- Additional Discount (if applicable)
- Round-off
- Net Amount
This ensures accounting accuracy behind every POS bill.
6
Select Payment Mode
Choose how the payment is received:
- Cash Payment
- Select Cash A/c
- Enter Cash Received Amount
- Bank / UPI / Card
- Enable if payment is received digitally
7
Add Invoice Description (Optional)
8
Save the POS Invoice
- Click Save (Ctrl + S)
- The POS invoice is created successfully
- Invoice is ready for:
- Printing
- Sharing with customer
- Accountig & Reports
Your POS bill is now completed