How to upload Sales Invoice?
Upload sales invoices to Accomation.io using PDF, JPG, or JPEG files for AI-powered data extraction and accounting automation. Quickly digitize sales documents, reduce manual data entry, and streamlin...
How to add sales invoice manually?
Create sales invoices manually in Accomation.io without uploading files. Enter transaction details, products, or journal entries directly into the Sales module for accurate accounting, faster processi...
How Push to Review works?
Move sales invoices from the Inbox to the Review tab in Accomation.io for verification before posting. The Push to Review feature helps improve accuracy, supports maker-checker workflows, and ensures ...
How Approve and Push to Tally works?
Approve verified sales invoices and push them directly to Tally using Accomation.io. This feature automates accounting entries, reduces manual posting, improves data accuracy, and streamlines your sal...
How to push transactions in Bulk?
Push multiple sales transactions to the Review tab or directly to Tally in one action. Bulk processing in Accomation.io saves time, reduces manual effort, and streamlines high-volume accounting and sa...
How to use 'Delete' feature?
Use the Delete feature in Accomation.io to remove unwanted sales invoices from the Sales Inbox. Deleting unnecessary transactions helps maintain organized records, reduce clutter, and simplify day-to-...
How to use 'Configure' feature?
Customize the Sales Inbox in Accomation.io using the Configure feature. Select the columns you want to display, personalize your workspace, and improve visibility, navigation, and sales invoice manage...
How to use 'Filter' feature?
Use the Filter feature in the Sales Inbox to quickly find specific sales invoices using various search criteria. Filtering helps organize transactions, improve document retrieval, and simplify sales a...
How to use 'Chat' feature?
Use the Chat feature in Accomation.io to collaborate on sales transactions, share comments, and maintain a centralized communication history. Improve team coordination, streamline invoice reviews, and...
How to use 'Archive' feature?
Access all sales invoices that have been successfully pushed to Tally using the Archive feature in Accomation.io. Search, retrieve, and download archived invoices quickly for audits, customer requests...
How to create a ledger?
Create new ledger accounts directly from the Sales module in Accomation.io to maintain accurate accounting records and streamline transaction processing. Quickly add ledgers with the required details ...
How to create stock item?
Create stock items directly from the Sales module in Accomation.io to manage inventory efficiently and process sales invoices faster. Add product details once and use them across future transactions f...
How to use Alternate quantity and stock conversion feature ?
Use Alternate Quantity and Stock Conversion in Accomation.io to manage inventory with multiple units of measurement. Convert invoice units into your Tally stock units while maintaining accurate quanti...
How to use consignee ledger?
Use the Consignee Ledger feature in Accomation.io when the Bill To and Ship To parties are different. Map or create a consignee ledger to ensure accurate billing, shipping records, and seamless synchr...
How to use Godown and batch feature?
Use the Godown and Batch feature in Accomation.io to allocate inventory across multiple godowns and manage stock batch-wise. Improve inventory accuracy, warehouse management, and seamless synchronizat...
How to use export to excel feature?
Use the Export to Excel feature in Accomation.io to download all sales transactions from the Inbox, Review, or Archive in a single Excel export. Simplify reporting, reconciliation, data analysis, audi...
How to download transactions that have been approved and pushed to tally?
Download approved sales transactions that have been successfully pushed to Tally directly from the Sales Archive. Export selected entries as a ZIP file for auditing, reporting, record keeping, custome...
How to set off advance payments against invoices in sales module?
Use the Set-Off feature in Accomation.io to adjust advance payments against sales invoices. Link existing advance receipts to invoices, reduce outstanding balances, maintain accurate customer referenc...
How to add dispatch and order details in sales entry?
Add Dispatch Details and Order Details to sales entries in Accomation.io for accurate shipment tracking and seamless Tally integration. Capture logistics and customer order information to improve acco...
Why Use the Sales Module?
The Sales module centralizes invoice processing, AI-powered data extraction, accounting validation, ledger creation, stock mapping, and Tally integration into one streamlined workflow. By automating repetitive accounting tasks, businesses can improve productivity, reduce manual effort, minimize errors, and process sales invoices significantly faster while maintaining accurate accounting records.
Upload Sales Invoices
Upload sales invoices in supported formats such as PDF, JPG, JPEG, and PNG to begin the automated accounting process. Accomation.io uses AI-powered document processing to extract invoice information, reducing manual data entry while improving the speed and accuracy of sales invoice processing.
Review Sales Entries
Review the extracted invoice data before processing it further. The review screen allows you to verify customer details, invoice values, GST information, ledger mappings, stock items, and other accounting fields to ensure every sales transaction is accurate before being pushed to Tally.
Edit Invoice Details
Modify invoice information whenever corrections are required. You can update customer details, ledger mappings, tax information, stock items, narration, dispatch details, consignee details, or other available fields before completing the accounting process, helping maintain accurate financial records.
Create Ledgers
Create new customer, supplier, or accounting ledgers directly from the Sales module whenever required. This eliminates the need to switch between systems and ensures that new parties can be added quickly before pushing sales entries to Tally.
Manage Stock Items
Create or map stock items while processing invoices to ensure accurate inventory and accounting records. Proper stock mapping helps maintain consistency between invoice data and Tally while reducing manual corrections during sales processing.
Push to Review
Move processed invoices to the Review stage for verification before posting them to Tally. The review workflow supports maker-checker processes, improves data accuracy, and helps organizations maintain internal financial controls before final accounting.
Push to Tally
After verifying invoice information, push the sales entry directly to Tally with a single click. Accomation.io transfers validated accounting data, helping businesses eliminate duplicate data entry, reduce errors, and accelerate bookkeeping workflows.
Archive Sales Entries
Access previously processed invoices through the Archive section. Archived sales entries can be searched, filtered, reviewed, and downloaded whenever required for audits, customer queries, GST verification, reconciliation, or financial record management.
Configure Sales Settings
Customize sales processing by configuring invoice options, ledger mapping preferences, GST settings, dispatch information, consignee details, bill-wise adjustments, alternate quantities, and other automation features to match your organization's accounting workflow.