Invoice
- 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 chosen 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 will display at the foot noted of your invoice |
Note: Fields with (*) marks are mandatory.
Other Actions in Invoicing.
Let us take a look at some of the actions that can be performed on a invoice in Xserp.
Edit Invoice
You can edit the details of a Invoice. Here’s how:
- Go to Sales >> Invoice.
- Select the Invoice you want to edit.
- Click the pencil icon.
- Make the required changes.
- Click Save.
Download as PDF
You can download a Invoice as a PDF. Here’s how:
- Go to Sales >> Invoice.
- Select the Invoice you want to download.
- Click its Status, PDF file will open.
- Click the Download icon on top of the page.
Print Invoice
You can print the details of a delivery challan. Here’s how:
- Go to Sales >> Invoice.
- Select the Invoice you want to download.
- Click its Status, PDF file will open.
- Click the Print icon on the top, select the copy type, click Print icon.
- Check the preview and click Print.