1.Invoice

• An invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller.
• It is nothing but a document given to the buyer by the seller to collect payment.

Dashboard

• Invoice dashboard will be shown as below image:
  
  
  
• Click on left side Menu List → Click on Accounts → Click on Invoices tab.
  
  
  

  1.1.Create Invoice:

• Click on the Invoices→ Add Invoice tab by default the display form will open as per the below image.
  
  
  
  
  1.Invoice Type: Select Type using dropdown.
  2.Invoice Template: Select Template using dropdown.
  3.Customer : Select Customer.
  4.Invoice Date: Select Invoice date.
  5.Invoice No: Enter the Invoice no.
  6.Due Date: Select Due Date.
  7.Invoice Sequence No: Enter the Sequence no.
  8.Company bank Account: Select Company Bank Account.
  9.Currency: Select Currency using dropdown.
  10.Currency Rate: Select Currency Rate using dropdown.
  11.PO Details: Select PO Details.
  12.Reference Order/Leads : Select order/leads
  13.Place of Supply: Select Place Using dropdown.
  14.Is RCA: Select RCA using dropdown.

• After filling all the mandatory fields click on the Save button. On click of submit, reports will be added successfully.
  
  

• Once the Invoice is Created it will get stored In the Draft tab with Draft status.
• Click on the Save button → In below, Item Details tab by default display.
  
  1.Item: Enter the Item.
  2.Unit Price: Enter the Unit prize.
  3.Discount: Enter the Discount.
  4.Quality: Enter the Quality.
  5.CGST: Select CGST using dropdown.
  6.SGST: Select SGST using dropdown.
  7.IGST: Select IGST using dropdown.
  8.Amount: Enter the Amount.
  9.Terms And Condition: Select Terms and condition using dropdown.
  10.Terms And Payment: Select Terms and payment using dropdown.
  
  
• Click on the Save button → In below, Click on the Kind Attention.
  
  1.Kind Attention 1: Select Kind attention using dropdown..
  2.Kind Attention 2: Select Kind attention using dropdown.
  3.Billing Address: Select address using dropdown.
  4.Shipping Address: Select address using dropdown.
  
  
• Click on the Save button → In below, Click on the Delivery tab.
  
  1.Challan No: Add Challan No.
  2.Challa Date: Select Challan Date.
  3.Courier Name : Select Courier Name Using Dropdown
  4.Courier Tracking No: Add Tracking Number.
  5.Shipping Bill: Add shipping Bill.
  6.EWay Bill: Add EWay Bill.
  7.Shipping Date: Select Shipping Date.
  8.Delivery Date : Select Delevery Date.

• Click on the Save button →In below, Click on the More tab.
  1.Reference Invoice: Select invoice using Dropdown.
  2.Reference Quotation : Select Quotation using Dropdown.
  3.Remark : Add Remark
  2.Notes To Customer (Delivery, PO, Others): Enter the Notes.
  3.Invoice Tags: Enter the Tags.
  
• After filling all the mandatory fields click on the Save button.
• On click of the Preview Invoice icon, users can preview invoice details.
• On click of the View Invoice icon, users can view invoice details.
• On click of the Edit Invoice icon, users can edit invoice details.
  
  

  1.2.Draft tab:

• Click on the Invoices → Click on the Draft tab form will open as per the below image.
  
• Once the Invoice is saved it will get stored In the draft tab with Draft status.
• On click of the Preview Invoice icon, users can preview invoice details.
• On click of the Edit Invoice icon, users can edit invoice details.
• Insight the Edit option click on Finalize button then invoice show in Invoice tab
• On click of the View Invoice icon, users can view invoice details.
  
  

  1.3.Invoice:

• Click on the Invoices → Click on the Invoice form will open as per the below image.
  
• On click of the Preview Invoice icon, users can preview invoice details.
• On click of the Edit Invoice icon, users can edit invoice details.
• On click of the View Invoice icon, users can view invoice details.
  
  

1.5.Past Due:

• Click on the Invoices → Click on the Past Due tab form will open as per the below image.
  
• On click of the Preview Invoice icon, users can preview invoice details.
• On click of the Edit Invoice icon, users can edit invoice details.
• On click of the View Invoice icon, users can view invoice details.
  
  

  1.4.All tab:

• Click on the Invoice → Click on the All tab form will get open as per the below image.
• Invoices showing with Draft,closed and invoiced Status in All tab
• Once the Invoice is Closed it will display in the All tab with Closed status.
  
• On click of the Preview Invoice icon, users can preview invoice details.
• On click of the View Invoice icon, users can view invoice details.