How to create Sales invoice in IOS?

[Jagadish.S]

To create the invoice please follow the steps mentioned below.

Step 1: Go to home page >> Click on Invoice option.

Step 2: Click on Select customer option.

Step 3: Select the customer by Searching with their name.

If you have not added the customer please check the steps from below link to know how to add a new customer.

How to add a new customer in IOS?

To add a new customer please follow below steps. Step 1: Go to Parties section. [image] Step 2: Select the customer section >> Click on Plus icon to add the new customer. [image] Step 3: Add basic details like Customer’s name, Email, and Phone number. [image] Step 4: Add other optional details such as the customer’s TRN, company name, and billing and shipping addresses." [image] Step 5: Click on Add customer to Save the customer. [image]

Step 4: Click on Add Products option.

Step 5: Select the products and add the quantity of the products which you want to sell.

If you have not added any products please check the steps from below link to know how to add new products.

How to add a new product in IOS?

To add a new products please follow the below steps. Step 1: Go to product section. [image] Step 2: Click on Add option. [image] Step 3: Add all the product details like Product name, Selling price, Product tax rate, and HS code. [image] Step 4: Select the unit of the product [image] Step 5: Click on Save and Update option to save the product. [image]

Step 6: Select the Bank and Signature that you want to show on the invoice.

To know how to add a new bank please follow the steps from the below link.

How to add bank details in IOS?

To add the bank details please follow the steps below. Step 1: Go to more options. [image] Step 2: Click on Bank details. [image] Step 3: Click on add new option to add the new bank details. [image] Step 4: Add all the required details of the bank account >> Click on Add New Bank option to add the bank. [image]

To know how to add Signature please follow steps from link below.

How to add a new signature in IOS?

To add a new signature please follow the steps mentioned below. Step 1: Go to More option. [image] Step 2: Select the Signatures option. [image] Step 3: Tap the image to select the signature type >> Add signature by Drawing the signature, or by uploading the image of the signature from camera/gallery. [image] Step 4: Give a name to the signature >> Turn on the Set to default option to make the signature default >> Click on Add signature option to save the signature. [image]

Step 7: Check the added details >> Click on Create option to create the Invoice.