User Manual

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
 ====== Create New Sales Invoice ======

 ===== Workflow =====
  * Create Full Invoice or Deposit Invoice
  * Print the Invoice


 ===== Scenario 1: Create Deposit Invoice =====

  * Go to **Sales** order menu
  * **Search** for the sales order for which invoice is required
  * **Open** the Sales Order
  * Go to the bottom of the screen, and under the summary find the button labeled **Deposit Invoice** and **Full Invoice**
  * Click on **Deposit Invoice**

 ==== Deposit Invoice Detail ====

  * A popup will open
  * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
  * You can change the billing name as required for the invoice
  * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name
  * Provide the amount that the customer is paying as advance
  * Click **Confirm**

 ==== Print the Invoice ====
  * The invoice number is auto generated and displayed in the sales order screen
  * Only last invoice created is visible on the sales order screen
  * Click on the **Print icon** to print the invoice 


 ===== Scenario 2: Create Full Invoice =====

  * Go to **Sales** order menu
  * **Search** for the sales order for which invoice is required
  * **Open** the Sales Order
  * Go to the bottom of the screen, and under the summary find the button labeled **Deposit Invoice** and **Full Invoice**
  * Click on **Full Invoice**

 ==== Full Invoice Detail ====

  * A popup will open
  * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
  * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name
  * You can change the billing name as required for the invoice
  * Click **Confirm**

 ==== Print the Invoice ====
  * The invoice number is auto generated and displayed in the sales order screen
  * Only last invoice created is visible on the sales order screen
  * Click on the **Print icon** to print the invoice 


 ===== Scenario 3: Modify Existing Invoice =====
  * Go to **Customer Invoice** menu
  * **Search** for the invoice
  * **Open** the invoice

 ==== Note on search ====
There are various **search filters** available, choose the search option as per the information you have
You can **search** using Sales order number, or customer name, or date, or invoice number.


 ==== Example: Modify Billing Name ====
  * Click on **Edit** button on the Invoice Header
  * Scroll to the label Billing Name
  * Choose an **existing billing name** if it already exists
  * Or **create + button** next to the billing name label to add a new billing name 

 ==== Example: Modify Tax Info or Contact Info ====

Note: System will automatically get the Tax ID, Email or Mobile number from the master whenever the billing name is changed in the Invoice header.

Modify the Tax ID, Email or Mobile number in the invoice by following the below steps only if it is missing in the customer master or if the customer master was modified after the invoice was generated

  * Go to the section Additional Info in the Invoice
  * Scroll to the label Tax ID Vat / GST 
  * Provide the Tax Number of the customer that is applicable
  * Scroll to the label Email
  * Provide the email address
  * Scroll to the label Mobile
  * Provide the Mobile number