Go to Sales >> Invoice.
Click + Create.
Enter the field with details.
Click Save.
Saving the invoice will redirect to invoice page and the created invoice will be drafted.
Pending invoice can also used as a Proforma invoice.
Click the status pending.
PDF preview file of the invoice will be displayed .
Click the approve button.
The draft number will be changed to invoice number.
| fields | Description |
| Tag | Enter the keyword here |
| Project | You can create and choose the project to which this material belongs to or choose internal as default |
| Goods already supplied | Click the check box if the goods has been already received |
| Type | Select the type of invoice, based on the choosed type ,the serial No of the invoice changes and the tax may includes |
| Customer | Choose the customer name from the dropdown or click + add new to add new customer |
| Sales account | Sales account will be selected by default |
| OA no | Select the OA number if OA has been generated, or the field can be left blank |
| Delivery address | Enter the delivery address if there is any changes from the billing address |
| PO no | Enter the customer’s PO number |
| PO date | Enter the Customer’s Po date |
| Transport mode | Enter the mode of transport |
| Road permit no | Enter the road permit No |
| LR no & date | Enter the LR no and date |
| Packing slip no | Enter the packing slip no |
| Packing description | |
| Material item | Choose the material name from the list or enter the name by clicking the others tab if it is a non-profiled item |
| HSN code | If it is profiled item, The HSN code will auto populate from the Profile whereas for non-profiled item enter the HSN code manually |
| Quantity | Enter the quantity |
| Rate | Enter the rate here For OA based invoice, rate will be auto-populated |
| Discount | Enter discount in % |
| Add + | Click the + button, and keep adding material to the list |
| Packing & forwarding | Enter the packing and forwarding charges, that would add to the grand total |
| Transport & freight | Enter the Transport & freight charges, that would add to the grand total |
| Taxes | Choose the applicable taxes |
| Payment terms | Enter the payment terms |
| Round off | You can round off the grand total by entering the value here |
| Remarks | Enter the remarks here |
| Special instruction | Enter the special instruction here that will display to your invoice |
| Notes | Enter the notes here that eill display at the foot noted of your invoice |
Fields with (*) marks are mandatory.