Record a sale or purchase
The entry you make most often. One button, nine choices, and a form that handles part-payment in the same step.
Everything starts from New entry on the Home screen.
The green button floats at the bottom right.
It is a button in the bar at the top of the window — there is no floating button on a wide screen.
The nine choices
| When to use it | |
|---|---|
| Sale | A customer took goods, on credit or for cash |
| Payment in | A customer paid you |
| Purchase | You took stock from a supplier |
| Pay supplier | You paid a supplier |
| Cash in | Money into the till not tied to anyone |
| Cash out | Money out of the till |
| Add expense | A running cost — rent, bills, transport |
| Lent (I gave) / Borrowed (I took) | A cash loan — see Loans |
| New customer | Add someone before you trade with them |
Recording a sale
Pick Sale, choose the customer, and fill in the form.
- Choose Udhaar or Cash at the top — credit or paid now.
- Optionally pick an item from your catalogue with Select item (optional), and a Quantity.
- Enter the Total.
- If they paid something now, put it in Received now.
- Add a Note (optional) if it helps you remember.
Part payments happen in one step
This is the part worth knowing. A customer takes Rs 5,000 of goods and hands you Rs 2,000. You do not record two entries.
Enter the total as 5,000 and Received now as 2,000. Businessly books the cash and puts the remaining 3,000 on their balance, together.
Buying on credit is the same thing backwards
Purchase works exactly like a sale, against a supplier. The goods you took go onto what you owe them, with the same optional "paid now" part.
Recording it for an earlier day
Forgot to enter yesterday's sale? Every one of these forms has On date… beside Save. Pick the day it actually happened and your books still add up — the entry lands on that date, not today.
Where it shows up
A sale to a named customer appears in three places at once: their statement, your cash book if any cash moved, and the totals on Home. You never record the same thing twice.