The following Steps describes you how to create, edit, print and download Tax Invoice.

  • Go to the Sales Part of Billing.
  • Then, click on Tax Invoice List which leads you to new page as shown in figure below.

 

 

  • Here, the list of existing tax invoice can be found.
  • One can search tax invoices according to bill number, store, agents, and customer name within the selected time period.
  • To create new tax invoice, click on button.
  • It leads you to new page as shown in figure below.
  • In this page, click on select items to select items and to add more items on list click on button.
  • To delete items from list, click on button.
  • Items can be added direct by code scanner to scan click on
  • After filling every required input field and adding items.
  • Save invoice by clicking on else Close.
  • Customers can be created directly on tax invoice page by clicking on +Create Customer Beside Select Customer which gives a new page as shown below.
  • Fill up every required input fields and then click on to create else Cancel.
  • To create new Items within the tax invoice page, click on button, which leads you to new page as shown.

 

  • Fill up every required input fields i.e. (*)
  • And give notes, product summary and product details by clicking on those textboxes.
  • Tick all the requirements like taxable, trackable and so on.
  • One must tick the enabled.
  • After filling, click on to create else Cancel.
  • Saving Invoice will lead you to Tax Invoice Receipt Page as shown in figure below.
  • Where you need to select the payment type and fill up every required input fields and if payment is made then click on Receive or for credit else Cancel.
  • Click on button to pay.
  • Click on which leads you to new page as shown in figure below.
  • Here, fill up every required fields and select payment type.
  • Click on Receive if payment is being made or this is credit invoice if payment is made in credit else Cancel.
  • And to go back to the receipt page click on Receipt button.
  • Action on Tax invoice list is used to edit, view, print invoice,
  • Receive payment on action used to receive money that had been settled in credit or unpaid.
  • And partial payment on action used to receive less than full amount that had been settled in credit or unpaid.
  • Clicking on Customer transaction leads you to new page where you’ll get a list of customer’s transaction which can be downloaded in Excel form within the selected time period by clicking on button.
  • You can see there are two icons on top and
  • Where clicking on Customers will leads you to customer page and add transaction leads you to transaction page where you can add deposit, opening or reverse.
  • Add delivery: In this page, one need to fill up every required input fields and select Transporter and Delivery Method.
  • After filling up, one can give discount and
  • Add delivery Charge then click on else Close.
  • Profile: In this page you can edit, view ledgers and add customer payments.
  • Clicking on Return Sale leads you to new page as shown in figure.
  • One needs to fill bill number and click on anywhere on the screen you’ll get the total amount and bill date automatically.
  • Give Cancel Reason and then Click on else Cancel.

 

 

 

 

  • Go to the Sales Part of Billing.
  • Then, click on Tax Invoice List which leads you to new page as shown in figure below.

 

 

  • Here, the list of existing tax invoice can be found.
  • One can search tax invoices according to bill number, store, agents, and customer name within the selected time period.
  • To create new tax invoice, click on button.
  • It leads you to new page as shown in figure below.
  • In this page, click on select items to select items and to add more items on list click on button.
  • To delete items from list, click on button.
  • Items can be added direct by code scanner to scan click on
  • After filling every required input field and adding items.
  • Save invoice by clicking on else Close.
  • Customers can be created directly on tax invoice page by clicking on +Create Customer Beside Select Customer which gives a new page as shown below.
  • Fill up every required input fields and then click on to create else Cancel.
  • To create new Items within the tax invoice page, click on button, which leads you to new page as shown.

 

  • Fill up every required input fields i.e. (*)
  • And give notes, product summary and product details by clicking on those textboxes.
  • Tick all the requirements like taxable, trackable and so on.
  • One must tick the enabled.
  • After filling, click on to create else Cancel.
  • Saving Invoice will lead you to Tax Invoice Receipt Page as shown in figure below.
  • Where you need to select the payment type and fill up every required input fields and if payment is made then click on Receive or for credit else Cancel.
  • Click on button to pay.
  • Click on which leads you to new page as shown in figure below.
  • Here, fill up every required fields and select payment type.
  • Click on Receive if payment is being made or this is credit invoice if payment is made in credit else Cancel.
  • And to go back to the receipt page click on Receipt button.
  • Action on Tax invoice list is used to edit, view, print invoice,
  • Receive payment on action used to receive money that had been settled in credit or unpaid.
  • And partial payment on action used to receive less than full amount that had been settled in credit or unpaid.
  • Clicking on Customer transaction leads you to new page where you’ll get a list of customer’s transaction which can be downloaded in Excel form within the selected time period by clicking on button.
  • You can see there are two icons on top and
  • Where clicking on Customers will leads you to customer page and add transaction leads you to transaction page where you can add deposit, opening or reverse.
  • Add delivery: In this page, one need to fill up every required input fields and select Transporter and Delivery Method.
  • After filling up, one can give discount and
  • Add delivery Charge then click on else Close.
  • Profile: In this page you can edit, view ledgers and add customer payments.
  • Clicking on Return Sale leads you to new page as shown in figure.
  • One needs to fill bill number and click on anywhere on the screen you’ll get the total amount and bill date automatically.
  • Give Cancel Reason and then Click on else Cancel.

 

 

 

 

 

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