Graphical user interface, application
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Step 3: Select Type of Invoice
Choose the type of invoice from the dropdown
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Step 4: Add Bill
Add "Bill from" (Your Business Details) and "Bill to" (Customer's Business Details). From the dropdown, you can select existing accounts or add new business & customers manually. To learn more about how to add new customers manually, click here.
When you add the "Bill from" & "Bill to" details, the “ship to” column gets auto populated with the address extracted from customer details
Please make sure the business address line 1 and 2 is between 3 to 100 characters
Step 5: Select Invoice Date and Due Date
Step 6: Add Items
By clicking on the “item name” box you would see a dropdown, where you can add new items or select items added by you previously. To learn more about how to add new items, click here.
Then add the rest of the item details such as quantity, discount etc. Click on “+ Add item” to add new item rows.
Add the rest of the details in the highlighted boxes -
Additional Charges and Discounts
Choose HSN/SAC code correctly based on your product
Step 5: Preview Invoice
After adding all the necessary details, click on “Preview” to view the invoice preview and choose a template before saving.
Step 6: Save Invoice
Choose any of the templates given in the left side of the screen. And click on “Save” to create an Invoice.