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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.