How to create sales invoice on web?

[Jagadish.S]

To create an invoice on web, please follow below mentioned steps:

Step 1: Go to Invoices under Sales and click on the +Create Invoice.

Step 2: Now, Add Customer:

• To add the New Customer while creating the invoice please check the link below.

How to add a new customer on web?

To add a new customer, follow the below mentioned steps Go to Customers >> 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, clic…

• To add the existing Customer please search the customer’s name and select the customer.

Step 3: Add other details in the invoice:

• Invoice date: Add the created date of the invoice.

• Due date: Add the due date of the payment for the invoice.

• References: you can add the PO number, E-way bill number, sales person number etc in the references.

Step 4: If you require any Custom headers, you can easily add them:

• You can add custom document headers to mention the additional details on the invoice. to know how to add custom document headers you can click on the link below.

How to add custom field for the document on web?

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. [image] Step 2: Select “Add Custom Fields”. [image] Here, select “Document” from the navigation bar a…

Step 5: Now, you can Add product in the invoice:

• To add a new product while creating the invoice you can click on the below link.

How to Add Products in Web?

To Add a new product, please follow below mentioned steps: Step 1: Go to Product and Services and click on +New item. [image] 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.

Step 6: Adding discount to the product:

To add the discount to the product select the discount type and add the discount on the product.

Step 7: For Additional charges, please check image attched below:

To add the additional charges to your invoice click on additional charges and click on +Add New Charges to add the applicable charges and mention the amount/percentage of the charges.

Step 8: Add Notes and terms:

Add the applicable notes and terms in the given section to mention notes and terms on the invoice.

Step 9: 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 10: Record the payment:

To record the payment select the bank/cash payment and add the payment amount and add the mode of payment.

• To understand how to add bank details you can click on the link below.

How to add Bank Details on Web?

To add Bank details, please follow below mentioned steps: Step 1 : Please go to Settings. [image] 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. [image] Select the bank to make it as default to show in the invoices. [image]

• If the payment was made through the different modes you can click on split payment and record multiple payments made by the customer.

Step 11: Add signature and Save the invoice.

• To add the new signature please check the steps from the link below.

How to add new signature on Web?

To add new signature, please follow below mentioned steps: Step 1: Go to Settings. [image] Step 2: Go to Signature and click on +Add New Signature. [image] Step 3: Add the signature name, and select the type of the signature add the details and click on Save and Update. [image] ​

• To add an existing signature click on the drop down button and select the signature.

Step 12: Click on Save to create the invoice.

Step 13: After adding all the details, this is how your invoice will look.