Go to Sales >> Invoice.
Click + Create.
Enter the field with details.
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.
|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|
|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.