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--- erp-manual:cloud:sales:pay [2020/02/13 10:14]
krishnad
+++ erp-manual:cloud:sales:pay [2024/04/27 10:39] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== One Click Payment, Delivery and Invoicing ======
+ ====== Create New Sales Invoice ======
-The payment section is the third section of the sales order screen. In this section, all the payments collected for this sales order are visible, and if there is any pending payment then Collect Payment button is also visible.
+ ===== Start =====
+  * Click on Sales Invoice Menu and then click on Create New button.
-{{ erp-manual:cloud:sales:costbreakupf.png?500 }}
+ ===== Components of Sales Invoice =====
+  * Header
+  * Line Items
+  * Additional Info
+  * Payment Terms
+  * Summary
+  * Save Document
+  * Attachment
+  * Comments
-This payment section has 4 parts - Collect Payment, Create Delivery, Create Deposit Invoice, Create Itemised Invoice. The section are been explained below.
-{{ erp-manual:cloud:sales:invoice.png?500 }}
-This payment section has 4 parts - Collect Payment, Create Delivery, Create Deposit Invoice, Create Itemised Invoice. The section are been explained below.
+ ===== Header =====
-{{ erp-manual:cloud:sales:collection.png?500 }}
- ==== Collect Payment ====
+{{popup>erp-manual:cloud:sales:invoiceheaderview.png?400}}
- * After clicking on Collect Payment, The screen shown above will open.
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
- * Provide the Payment Mode Cash / Credit / Cheque / and more options.
- * If Payment mode is credit card then select the Charge Type. If selected Charge type has %, it will automatically reflect in the Charge % box and Charge Amount is also calculated automatically.
- * Customer, Currency and Voucher Amount will also come automatically based on the Sales Order.
- * Total outstanding of that Customer (for all past sales) will show along with the date of last payment.
-In all the green boxes, You can start typing to filter the available choices or press Shift + * to see first 10 choices.
+    * **Customer Name**: Select the customer for the item.
+    * **Currency**: Provide the currency of the purchase, by default system will show local currency
+    * **Required On**: Specify the date by when the invoice is required, this will help to make priority to complete your invoice
+    * **Order Incharge** or **Requested by**: This is the person who will complete the invoice, by default system will set the name of the person creating the invoice.
+    * **Billing Name**: Select the billing person, if Billing name is different than the one selected.
+    * **Billing Address**: Select the billing address, if Billing address is different than the one selected.
+    * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name
+    * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address
+    * **Comments**: Any comments that will help make the delivery.
- ====Create Delivery ====
+{{popup>erp-manual:cloud:sales:invoiceheaderedit.png?400}}
- * When clicked on Create Delivery, The screen shown above will open.
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
- * It will show the Customer, Delivery Name and Address for delivery, Delivery name will default to the customer name.  Change the Delivery Name and Address as necessary.
-{{ erp-manual:cloud:sales:dispatch.png?500 }}
- ==== Create Deposit Invoice ====
+ ===== Add / Edit Line Items =====
- * This screen is for creating tax invoice for deposit, it will open up when “Create Deposit Invoice” button is clicked.
- * This screen will create the invoice automatically, and it gives an opportunity to change the billing name and address. Amount of invoice will be calculated based on the following formula “Total payment collected” - “Total invoice amount”. This amount can be changed as necessary.
-{{ erp-manual:cloud:sales:depositinvoice.png?500 }}
- ==== Create Itemised Invoice ====
+    * Line Items are automatically added from Purchase Order. You can edit them as required.
- * It will create full tax invoice with actual item details from the sales order.
- * Can change the Billing Name and Address.
- * Imp. Whenever user creates itemised invoice for a sales order, it will mark all past invoice for that sales order as cancelled.
-{{ erp-manual:cloud:sales:salesinvoice.png?500 }}
+**Step 1:** Add line item: To add Line Items follow the below steps:
+     * In Line Items section, click on Purchase Request.
+     * In the __From Doc ID / Code__ field, add the Document Id / Document Code of the Sales Order from which Line Item(s) to be added. Then click on Get Items button.
+     * A list of Line Items of that Sales Order is displayed. Click on the checkbox of the items to be added.
+     * Click on Confirm to add the selected Items.
+{{popup>erp-manual:cloud:sales:invoicelineitemview.png?400}}
+**Step 2:** Item Details will be automatically added from Sales Order. You can edit them if required.
+To edit item details, you can click on Edit button for that item, system will open a popup, and users can provide the following details:
+    * Quantity, Cost, Discount, Tax
+    * Comments, Reference Code, etc.
+    * After editing is done, click **Confirm** to close the popup.
+{{popup>erp-manual:cloud:sales:invoicelineitemedit.png?400}}
+**Step 3:** Cost Breakup will be automatically added from Sales Order. You can edit them if required.
+To edit Cost Breakup, Click on Action button "..." to open menu specific to the item and select the option "Cost Breakup", a popup will open to provide budget details, and users can provide the following details:
+    * Click Add Record to add Cost, specify Purpose, Cost amount, comment.
+    * Repeat the above step for each additional cost
+    * After cost is provided, click Confirm to close the popup
+**Step 4:** Tax Breakup will be automatically added from Sales Order. You can edit them if required.
+To edit Tax Breakup, Click on Action button "..." to open menu specific to the item and select the option "Tax Breakup", a popup will open to select tax template, and users can provide the following details:
+    * Select the tax template that is applicable for that item.
+    * System will auto calculate the tax breakup and show it on the screen
+    * Instead of coming to the Tax Breakup popup, users can also select the Tax Template directly from the Line Item Edit screen.
+To add items from multiple Sales Orders, repeat the Steps 1, 2, 3 and 4.
+===== Payment Terms =====
+**Step 1:** Click edit Terms. System will open a popup to edit the information of the terms. following information is required:
+    * Payment date, Credit Days, Payment Terms and Mode of Payment
+    * After editing is done, click **Confirm** to close the popup.
+{{popup>erp-manual:cloud:sales:invoiceterms.png?400}}
+===== Summary =====
+This section will show the following key information
+  * Values: Total value of the transaction, including tax, discount, total payable
+  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
+  * Status of the document
+{{popup>erp-manual:cloud:sales:invoicesummary.png?400}}
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+===== Attachments =====
+Note: Attachments can be added only after document is saved.
+**Step 1:**
+After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:attachment.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one attachment can be uploaded.
+===== Comments =====
+Note: Comments can be added at any time, even if the document status is pending or closed.
+To add comment click on Add button and provide the comment in the popup.
+{{popup>erp-manual:cloud:comments.png?300}}
+Note: User can edit only their own comment, eg: User A cannot change comment of User B

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