INVOICE FOR SINGLE DO

The Create Invoice screen allows users to generate and submit sales invoices by selecting a customer and adding itemized billing details. Invoices can include taxes, discounts, and serial number tracking. The form is divided into key sections as outlined below.

An invoice is a commercial document issued to a customer that lists purchased items or services, applicable taxes, and the total amount payable.

  1. Go to the Finance module.
  2. Click on Create(Single DO) under the Invoice section.

STEPS FOR INVOICE SINGLE DO

a tab will open to create a Single DO Invoice

Form Sections

INVOICE SINGLE DO FORM

  • Customer Name: Dropdown to select the customer.
  • Company Name: Dropdown to choose the associated company.
  • DO Number: Select the relevant Delivery Order number.
  • Customer Alias Name: input for internal or short name.
  • Tally Voucher: input for voucher reference used in accounting software (e.g., Tally).
  • Remarks: Enter any comments or special instructions related to the invoice.
  • DO Value: Displays the value of the selected Delivery Order.

Items

This section captures item-level details linked to the Delivery Order.

INVOICE SINGLE DO FORM

Use the “Add Row” button to invoice multiple items.

Other Charges

This section may contain additional charges linked to the Sales Order.

INVOICE SINGLE DO FORM

  • SO Number: Link the invoice to a specific Sales Order.

Save Button

  • The Save button is disabled by default.
  • It becomes active only after all required fields are completed.
  • Clicking Save will submit the invoice and save the entry in the system.

Icons

INVOICE SINGLE DO icons

  • Refresh: Reload the screen and reset unsaved changes.
  • Home: Navigate to the main dashboard/home screen.
  • Back Arrow: Return to the previous page.