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Selling, Buying & Stock: Inventory and Invoices

Learn how to track physical products, generate PDF sales invoices, and automatically deduct stock.

# Inventory and Invoicing

If you sell physical goods, you need KasbPro's advanced Inventory and Invoicing modules.

1. Setting Up Inventory Items

  1. Go to Items & Inventory.
  2. Click New Item.
  3. Set the Cost Price (what you pay) and Sale Price (what you charge).
  4. Enter your current Stock on Hand.

Pro Tip: Enable the AI Forecast feature to have KasbPro automatically warn you when you are running low on stock based on your historical sales speed.

2. Creating a Sales Invoice

When a customer buys products, you should create a Sales Invoice instead of a simple Income entry.

  1. Go to Sales Invoices and click New Invoice.
  2. Select the Customer.
  3. Add line items by selecting the products you set up in Inventory. The system will automatically pull the correct price.
  4. Approve the invoice.

What happens when you approve an invoice?

  • A beautiful, branded PDF Invoice is generated for you to send to the customer.
  • The total amount is automatically posted to your accounting ledger (Income).
  • The exact quantity sold is automatically deducted from your Inventory.

3. Creating a Purchase Bill

When you buy new stock from a supplier:

  1. Go to Purchase Bills and create a new bill.
  2. Select the items you are buying.
  3. Once approved, the system adds the quantity back to your Inventory and records the Expense in your accounting ledger.