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.
|Enter the keyword here
|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
|Select the type of invoice, based on the choosed type ,the serial No of the invoice changes and the tax may includes
|Choose the customer name from the dropdown or click + add new to add new customer
|Sales account will be selected by default
|Select the OA number if OA has been generated, or the field can be left blank
|Enter the delivery address if there is any changes from the billing address
|Enter the customer’s PO number
|Enter the Customer’s Po date
|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
|Choose the material name from the list or enter the name by clicking the others tab if it is a non-profiled item
|If it is profiled item, The HSN code will auto populate from the Profile whereas for non-profiled item enter the HSN code manually
|Enter the quantity
|Enter the rate here
For OA based invoice, rate will be auto-populated
|Enter discount in %
|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
|Choose the applicable taxes
|Enter the payment terms
|You can round off the grand total by entering the value here
|Enter the remarks here
|Enter the special instruction here that will display to your invoice
|Enter the notes here that eill display at the foot noted of your invoice
Fields with (*) marks are mandatory.