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Invoice

  • An invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller.
  • It is nothing but a document given to the buyer by the seller to collect payment.

Dashboard

  • Invoice dashboard will be shown as below image:

  • Click on left side Menu List Click on Accounts Click on Invoices tab.

Create Invoice:

  • Click on the Invoices Add Invoice tab by default the display form will open as per the below image.


1.Invoice Type: Select Type using dropdown.
2.Invoice Template: Select Template using dropdown.
3.Customer : Select Customer.
4.Invoice Date: Select Invoice date.
5.Invoice No: Enter the Invoice no.
6.Due Date: Select Due Date.
7.Invoice Sequence No: Enter the Sequence no.
8.Company bank Account: Select Company Bank Account.
9.Currency: Select Currency using dropdown.
10.Currency Rate: Select Currency Rate using dropdown.
11.PO Details: Select PO Details.
12.Reference Order/Leads : Select order/leads
13.Place of Supply: Select Place Using dropdown.
14.Is RCA: Select RCA using dropdown.

  • After filling all the mandatory fields click on the Save button. On click of submit, reports will be added successfully.

  • Once the Invoice is Created it will get stored In the Draft tab with Draft status.
  • Click on the Save button In below, Item Details tab by default display.

    1.Item: Enter the Item.
    2.Unit Price: Enter the Unit prize.
    3.Discount: Enter the Discount.
    4.Quality: Enter the Quality.
    5.CGST: Select CGST using dropdown.
    6.SGST: Select SGST using dropdown.
    7.IGST: Select IGST using dropdown.
    8.Amount: Enter the Amount.
    9.Terms And Condition: Select Terms and condition using dropdown.
    10.Terms And Payment: Select Terms and payment using dropdown.

  • Click on the Save button In below, Click on the Kind Attention.

    1.Kind Attention 1: Select Kind attention using dropdown..
    2.Kind Attention 2: Select Kind attention using dropdown.
    3.Billing Address: Select address using dropdown.
    4.Shipping Address: Select address using dropdown.

  • Click on the Save button In below, Click on the Delivery tab.

    1.Challan No: Add Challan No.
    2.Challa Date: Select Challan Date.
    3.Courier Name : Select Courier Name Using Dropdown
    4.Courier Tracking No: Add Tracking Number.
    5.Shipping Bill: Add shipping Bill.
    6.EWay Bill: Add EWay Bill.
    7.Shipping Date: Select Shipping Date.
    8.Delivery Date : Select Delevery Date.

  • Click on the Save button In below, Click on the More tab.
    1.Reference Invoice: Select invoice using Dropdown.
    2.Reference Quotation : Select Quotation using Dropdown.
    3.Remark : Add Remark
    2.Notes To Customer (Delivery, PO, Others): Enter the Notes.
    3.Invoice Tags: Enter the Tags.

  • After filling all the mandatory fields click on the Save button.
  • On click of the Preview Invoice icon, users can preview invoice details.
  • On click of the View Invoice icon, users can view invoice details.
  • On click of the Edit Invoice icon, users can edit invoice details.

    Draft tab:

  • Click on the Invoices Click on the Draft tab form will open as per the below image.
  • Once the Invoice is saved it will get stored In the draft tab with Draft status.
  • On click of the Preview Invoice icon, users can preview invoice details.
  • On click of the Edit Invoice icon, users can edit invoice details.
  • Insight the Edit option click on Finalize button then invoice show in Invoice tab
  • On click of the View Invoice icon, users can view invoice details.

    Invoice:

  • Click on the Invoices Click on the Invoice form will open as per the below image.
  • On click of the Preview Invoice icon, users can preview invoice details.
  • On click of the Edit Invoice icon, users can edit invoice details.
  • On click of the View Invoice icon, users can view invoice details.

Past Due:

  • Click on the Invoices Click on the Past Due tab form will open as per the below image.
  • On click of the Preview Invoice icon, users can preview invoice details.
  • On click of the Edit Invoice icon, users can edit invoice details.
  • On click of the View Invoice icon, users can view invoice details.

    All tab:

  • Click on the Invoice Click on the All tab form will get open as per the below image.
  • Invoices showing with Draft,closed and invoiced Status in All tab
  • Once the Invoice is Closed it will display in the All tab with Closed status.
  • On click of the Preview Invoice icon, users can preview invoice details.
  • On click of the View Invoice icon, users can view invoice details.

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