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Sales Register

Invoice

Invoice is a document sent to your client that indicates the products/services sold by you with the payment information that the client has to make.

A.Create / Add an Invoice
Go toSales and select Sales Register.


Click CREATE NEW INVOICE.




Enter invoice details and click Save.

Add an Invoice

Click add icon to add more invoices.

B. Edit Invoice

Click on to edit existing invoices.


Mark as Sent - If you have not sent the invoice, but have already informed the customer on the quote and they have agreed for the deal then you can manually mark the invoice as sent from selecting the Mark as Sent option from the More dropdown.

Status

• 1. Sent - Invoices when created will be in Draft status before being sent to the customer.
• 2. Overdue - Once the due date for payment is exceeded, it will be shown as Overdue.
• 3. Partially Paid - When the payment for the invoice is made partially, it will be shown as Partially Paid.
• 4. Paid - Once the payment is made by your customer for the invoice raised, it will be shown as Paid.
  Multiple invoices can also be selected (tick the checkbox) and click Mark As Sent.
  
  
  

C. Record Payment

You can record a payment of your invoice manually by clicking Record Payment.


Fill in the required details and click Record Payment.

D. Other Options

• i. Send Email
  Email invoice to required contact person by selecting email option.
  
  
  
  
• ii. Print
  Download invoice as pdf by selecting pdf icon.
  
  

E. More

You can also perform other actions like clone, delete, attach file, reverse and print delivery note from the More dropdown.

• 1. Clone - Create duplicate copy of the invoice.
• 2. Print Delivery Note - View details on the item details delivered to customers.
• 3. Reverse - Reversal entry for your invoice can be created by selecting Reverse from the Moredropdown.
• 4. Delete - Invoice can be deleted by selecting Delete from the More dropdown.
  Multiple invoices can be deleted by selecting the invoices (tick the checkbox) and click Delete icon.
  
  
  
• 5. Attach File - Attach bills, documents, sample files, product photos or any attachment that you need to provide your customers on your invoice.