How to Create an invoice on Mobile

[Jagadish.S]

Step 1: To create an invoice on mobile Please go to the home page >> Click on invoice option.

Step 2 : Add customer

To add a new customer please check the steps from the link below.

How to add a new customer in mobile?

To add a new customer, follow the below mentioned steps Go to Parties >> Add a new customer i.e (+New Customer) [image] Kindly add required information of the customer. Fill in the customer name(mandatory field) Phone and email(if required) If you desire to add company details of the customer >> Add GSTIN >> click on fetch details to fetch the company name and billing address (you can also enter the billing and shipping details manually if desired) [image] To add Billing address, click …

To add an existing customer click on add customer >> Search the name of the customer >> select the customer.

Step 3: Add products

To know how to add a new product please click on the link below.

How to Add a New Product in Mobile App?

To Add a new product in Mobile, Please Follow the Below Mentioned Steps Step1: Kindly Click on Products [image] Step2 : Click on (+New product) [image] Step3: Enter the Product Details Product Name – Enter the Product Name (Mandatory) Selling Price – Enter the selling price of the product Tax % - If your company having GST Number then You will be able to add the Tax percentage to the Product. (Mandatory) Purchase Price – Please Enter the purchase price this will help you in tracking y…

To add an existing product click on add product >> Search the product >> Add the product quantity >> Click on continue.

Step 4: Add discount and other details to the product

To add the details please click on edit option on the product >> edit/add the required details >> click on continue.

Step 5: Add custom fields

You can add custom document headers to mention the additional details on the invoice.

To add custom fields Click on Add / Edit option in front of the custom header >> Add the required custom field >> Add the details in the custom fields.

Step 6: Select the bank details

To add the bank details you can check steps from the link below.

How to Add bank details on Andriod

If you are looking to add bank details in the mobile application, then follow the steps given below: Click on More >> Click on Bank >> Click on Add New Bank Details >> Add details and Add New Bank. [WhatsApp Image 2024-06-25 at 19.03.55_4e84e6dd] [WhatsApp Image 2024-06-26 at 11.07.14_df8a58b3] [WhatsApp Image 2024-06-26 at 11.08.09_bde78e1c]

To select the existing bank Go to bank option >> click on change >> Select the bank.

Step 7: Add signature

To add a new signature you can check the steps from the link below.

How to add a new signature on Android

Step 1: Go to “More”. Choose the “Signature” option from the menu. ‍ [add your signature] ‍ Step 2: Add a new signature. Click on the “+Add New Signature” option present at the bottom of the screen. A new page appears. Here, enter the signature name and upload the signature image. Note: You can always edit the signature later. ‍ [upload your signature] ‍ Step 3: Click on “Add Signature”. Click on the “Add Signature” option present at the bottom of the screen. Congratulations! You have…

To add an existing signature Click on Select signature >> select the added signature.

Step 8: Add the References, notes and terms.

Click on References to add the invoice references like PO number, E-way bill number, sales person number etc.

To add notes into your invoice click on Notes >> Add the notes >> Click on save.

To add the terms and condition on the invoice Click on Add terms option >> add the terms >> Click on save button.

Step 9: Add additional charges

If the additional charges are applicable on the invoice you can click on Additional charges >> Add the applicable charges.

After adding the applicable charges to add the amount please click on the charges name >> Add the amount.

Step 10: Record TDS and TCS if applicable

Select the TDS or TCS option and select the applicable section to add the TDS or TCS on the invoice.

Step 11: Record payment and create the invoice

If the invoice amount is fully paid Please select the mode of payment >> Select the mark as fully paid option.

If the amount is partially paid, Add the amount >> Select the payment mode >> Click on create invoice to create the invoice.

After the successful creation your invoice will look like this