How to create Export Invoice on web?

[Pooja_Garode]

To create an invoice please, follow below mentioned steps:

Step 1: Click on Invoices under Sales and Click on the +Create Invoice.

Step 2: Click on the Export/SEZ option.

Step 3: Add Customer to Invoice.

How to add customer on web?

To add customers, please follow below mentioned steps: Step 1: Please go to Customers and click on +New Customer. [image] Step 2: Enter all required details and click on Save. [image] To access the customer page, please click on the link provided- Swipe

While adding the Billing Address, do not forget to select the country.
Select another territory as a state and add the billing address.

Step 4: To add the existing Customer please search the customer’s name and select the customer.

Step 5: Add Other details as shown in the image.

Step 6: Add Export Details:

Select “Export Types” as per your requirements,

Case 1: “Export under bond/LUT” means an export invoice raising without IGST. Businesses need to take a Letter of Undertaking (LUT) from GST department.

Case 2: “Export with IGST” mean businesses can raise an invoice with IGST payment and apply for refund after the payment.

Case 3: “SEZ with IGST payment” apply to businesses who exporting to Special Economic Zones (SEZ). The supply of goods to an SEZ is treated as a zero-rated supply, which means the taxes on the export need not be paid.

Case 4: “SEZ without IGST payment” also apply to businesses who exporting to Special Economic Zones (SEZ) but can take LUT certificate and can raise invoice without GST.

Case 5: “Deemed Export” apply to businesses with future trade agreements. All deemed exports are mandatory for IGST payments. Supply cannot be made under LUT/ Bond for deemed exports.

Step 7: Select “Country of Supply.”

Step 8: Enter Export Shipping Details(Optional).

Step 9: Enter Currency details:

Step 10: To Add Products.

To add new product:

How to Add Products in Web?

To Add a new product, Please Go to Product and Services >> Click on New item [image] How to Enter the Product Details Item Name (Mandatory) – Enter the Product Name 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) Primary Unit - Select the Primary Unit according to your products. Custom Field – If you want to add any additional details to your product, you can add …

To add an existing product search the product name in the search bar >> add the quantity >> click on add to bill:

Step 11: To enter the product unit price in another currency selected above, Turn ON the toggle mentioned below.

Step 12: Add Additional Charges:

Click on Add new charges to add new charges or add from existing charges:

How to add custom additional charge on web?

Custom additional charges: Custom additional charges are applied in addition to the invoice to add or deduct from the invoice value, such as delivery charges, packaging charges, etc. To add an custom additional charge on the web. First, Go to “Sales” and select “Invoices”. Now, click on the Document Settings Option. Step 1: Go to “Sales” and select “Invoices”. Now, click on the “Document Settings” Option at the top right corner of the screen. [go to document settings] Step 2: Select “Add C…

Step 13: Add Notes and Terms:

To add notes and terms, please enter the details in the below mentioned field.

Step 14 : Add Bank and Signature:

Select the bank and signature from the option mentioned below and save the export invoice.