INVOICE CREATE

An Invoice is a document issued to a customer to request payment for goods or services provided. It includes details like items sold, quantities, prices, taxes, and total amount due.

The Create screen allows users to generate sales invoices by selecting a customer, adding item details, and applying taxes or charges. Totals are auto-calculated, and multiple items can be added using linked Delivery Orders.

  1. Click on Finance from the main menu.
  2. Under Invoice, select Create.
    Steps for Invoice

You will be taken to the Create Invoice form:
Invoice Form

Customer Details Section

This section captures basic information about the customer and company.

  • Customer Name: Dropdown to select the customer.
  • Company Name: Dropdown to select the company linked to the customer.
  • Customer Alias Name: Optional field for entering a short name or internal reference for the customer.
  • Remarks: Text area to enter any additional notes related to the invoice.

Items Section

Used to input and manage invoice line items. Each item appears as a row, and you can add multiple items using the “Add Row” button.

Step-by-step Fields:

  1. Delivery Order No (DO No): Dropdown to link the invoice to an existing Delivery Order.
  2. FG Item No / Description: Enter the finished goods item number or description.
  3. CS Item No: Enter the customer-specific item number.
  4. Balance DO Qty: Read-only field showing the remaining quantity from the DO.
    • Auto-Populated Fields (based on selected DO and Item):
      • UOM – Unit of Measure (e.g., pcs, boxes).
      • Unit Price – Price per unit.
      • UOC – Internal or custom code if applicable.
  5. Invoice Qty: Enter the quantity being invoiced.
    • System-Calculated Fields:
      • Total Value = Unit Price × Invoice Qty
      • Total Value with Tax = Total Value + applicable taxes
  6. Discount Type & Amount: Choose between percentage or flat rate, then enter the discount value.
  7. Taxes:
    • SGST / CGST / IGST / UTGST: Tax fields auto-calculated based on selected state/region.
  8. Serial Number: Optional field or button to enter serial numbers (if required).
  9. Actions:
    • Delete Row: Remove the current row.
    • Add Serial Numbers: Add serial number details.

      Use the Add Row button to invoice multiple items within the same invoice.

Other Charges Section

  • SO Number: Enter or select the Sales Order linked to this invoice.

Save Button

  • The Save button is disabled by default.
  • It becomes enabled only when all mandatory fields are filled correctly.
  • Clicking Save submits the invoice and stores it in the system.

Icons

Icons

  • Refresh: Refreshes the displayed data.
  • Home: Navigates to the application's home screen or dashboard.
  • Back Arrow: Navigates back to the previous screen.