To create purchase invoice please follow the below steps
Step 1: Go to purchases >> Click on create purchase.
Step 2: Add the vendor
To add a new vendor you can check the steps from the link below mentioned link.
Step 1: Go to vendors >> Click add + New vendor option.
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Step 2 Add the required details >> Click on Add vendor.
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To add an existing vendor please search the vendor name in the given search bar >> Select the vendor.
Step 3: Add the other details
Supplier Invoice date: You can mention the date on which your vendor has issued the invoice.
Payment by: You can add the payment date for the purchase
Reference: You can add the PO number, E-way bill number, sales person number etc in the references.
Supplier Invoice serial number: You can mention the exact serial number of the invoice given by the Vendor.
Step 4: Custom headers
With custom headers you can add the additional details into your purchase invoice,
To Know how to add a new custom header you can check the steps from the link below.
Document custom field: Document custom field helps to add additional fields for the document, such as salesperson name, vehicle number, etc.
To add custom fields for a document. First, Go to “Sales” and select “Invoices”. Now, click on the “Document Settings”.
Step 1: Go to “Sales” and select “Invoices”.
Now, click on the “Document Settings” Option at the top right corner of the screen.
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Step 2: Select “Custom Fields”.
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Here, select “Document” from the navigation bar and c…
Step 5 : Add the products
To know how to add a new product you can click on the link below.
To Add a new product, please follow below mentioned steps:
Step 1: Go to Product and Services and click on +New item.
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Step 2: To Enter the Product Details, please check below mentioned things:
Item Name (Mandatory) – Enter the Product Name.
Selling Price – Enter the selling price of the product.
Tax % (Mandatory) - If your company having GST Number then You will be able to add the Tax percentage to the Product.
Primary Unit - Select the Primary Unit according to your pro…
To add an existing product search the product name in the search bar >> add the quantity >> click on add to bill.
To upload purchases with AI please follow the steps from the link below.
To upload the purchase file/ Image using AI, please follow the below steps:
Step 1: Go to “Purchases” and click on “+Create purchase”.
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Step 2: Click on " Upload Purchases with AI".
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Step 3: Select the “File/ Image” and click on “Ok”.
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The data will be sync from AI.
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Note:
1.The item which already exists in Swipe will display in yellow and new items will display in green.
2.If you wish to remove any of the items, click on the remove/cancel icon.
You ca…
Step 6: Add additional charge if applicable
You can add additional charges if your vendor has applied for your purchase.
To add the additional charges to your invoice click on additional charges >> Click on add new charges to add the applicable charges >> Mention the amount/percentage of the charges.
Step 7 : Add Notes and terms
Add the applicable notes and terms in the given section to mention notes and terms on the invoice.
Step 8: 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 >> Select the amount on which TDS or TCS is applicable.
Step 9: Record the payment
To record the payment select the bank/cash payment >> add the payment amount >> and add the mode of payment.
To understand how to add bank details you can click on the link below.
To add Bank details, please follow below mentioned steps:
Step 1 : Please go to Settings.
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Step 2 : Click on Banks >> New Bank Details >> Enter the details >> Save & Update.
If you want to show the UPI QR Code in the Invoice PDF, kindly enter the UPI ID in the UPI Section.
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Select the bank to make it as default to show in the invoices.
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Step 10: Add signature and Save the invoice.
To add the new signature please check the steps from the link below.
To add new signature, please follow below mentioned steps:
Step 1: Go to Settings.
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Step 2: Go to Signature and click on +Add New Signature.
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Step 3: Add the signature name, and select the type of the signature add the details and click on Save and Update.
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To add an existing signature click on the drop down button >> select the signature.
Click on save to create the invoice.
