By1. Access the Sales Ledger:
- Log in to Iris and navigate to the main dashboard.
- Select “Invoice Management” from the Iris mega menu.
- Choose the “Sales Ledger” submenu.
2. Add a New Sales Invoice:
- In the “Sales Tax Invoice Management” section, click the “Add Invoice” button under “Domestic Transactions.”
3. Enter Invoice Details:
- Select “Sales” from the radio options to indicate a sales invoice.
- Enter the buyer’s registration number or CNIC in the provided field.
- Choose “Sales Invoice” as the invoice type from the dropdown list.
- If you’re adding a debit or credit note, select the appropriate type, and the system will adjust the fields accordingly.
4. Provide Invoice Information:
- Fill out all mandatory fields related to the sales invoice and its items.
- Click the “Save Item” button to store the information.
5. Manage Saved Items:
- Iris will display the saved item details under “Item(s) List,” where you can edit or delete them as needed.
- Repeat step 4 to add multiple items to the same invoice.
- The invoice details will remain filled until you click “Clear” to enter items for a different invoice.
6. Return to Domestic Transactions:
- Close the invoice details window to return to the domestic transactions section.
- Use the filters to view and manage saved invoice records.
7. Access Invoices in Sales Tax Return:
- All sales invoices, debit notes, and credit notes you’ve entered will be visible within their respective annexures in the “Sales Tax Return.”
- When you create a Sales Tax Return, the system will automatically load any existing invoices, including third-party invoices.
- If you’ve already created the return and need to add invoices afterward, click the “Load Invoices” button.
