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 coloured, pill-shaped button floats at the bottom right. While you scroll a long list down it shrinks to a small round +, and it grows back as soon as you scroll up or reach the top again.
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
The two you use all day — Sale (diya) and Payment in (liya) — are the big tiles at the top of the sheet, side by side. Everything else is a compact row beneath them, in the order you are most likely to need it, and the whole sheet fits on one phone screen.
| When to use it | |
|---|---|
| Sale (diya) | A customer took goods, on credit or for cash — or a walk-in paid at the counter |
| Payment in (liya) | A customer paid you |
| Purchase (liya) | You took stock from a supplier |
| Pay supplier (diya) | 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 (diya) / Borrowed (liya) | A cash loan — see Loans |
| New customer | Add someone before you trade with them |
Recording a sale
Pick Sale (diya), choose the customer, and fill in the form.
- Type the Total — it is the first box, and the keyboard is already open on it.
- Choose Credit (udhaar) or Cash under it — credit or paid now.
- If they paid something now, put it in Received now (the box only shows for credit).
- Optionally pick an item from your catalogue with Select item (optional), and a Quantity.
- Add a Note (optional) if it helps you remember.
A payment (Payment in (liya) or Pay supplier (diya)) works the same way: the amount is the first box, under a line showing what they owe now.
A walk-in sale at the counter
Most counter sales have no name attached. When the customer list opens, the first row is Walk-in customer (cash sale). Tap it and you get the same sale form with no customer: the money goes straight into the till as cash in, and you can still pick an item and a quantity so your stock moves.
A walk-in sale appears in your cash book as a Sale and in today's cash on Home. Nobody's balance changes, because nobody owes you anything.
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 (liya) 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 a Date field, sitting with the rest of the form and reading Today. Tap it, 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.