erp-manual:cloud:sales:sales-invoice
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erp-manual:cloud:sales:sales-invoice [2026/01/18 09:00] Kalpesh Popat |
erp-manual:cloud:sales:sales-invoice [2026/01/18 09:13] (current) Kalpesh Popat |
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| * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order | * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order | ||
| * You can change the billing name as required for the invoice | * You can change the billing name as required for the invoice | ||
| - | * Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name | + | * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name |
| * Provide the amount that the customer is paying as advance | * Provide the amount that the customer is paying as advance | ||
| * Click **Confirm** | * Click **Confirm** | ||
| Line 25: | Line 25: | ||
| ==== Print the Invoice ==== | ==== Print the Invoice ==== | ||
| * The invoice number is auto generated and displayed in the sales order screen | * The invoice number is auto generated and displayed in the sales order screen | ||
| + | * Only last invoice created is visible on the sales order screen | ||
| * Click on the **Print icon** to print the invoice | * Click on the **Print icon** to print the invoice | ||
| Line 40: | Line 41: | ||
| * A popup will open | * A popup will open | ||
| * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order | * Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order | ||
| - | * Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name | + | * Billing name should be selected from the master, if it is not there then **click on the + button** next to the billing name and **Add a new** billing name |
| * You can change the billing name as required for the invoice | * You can change the billing name as required for the invoice | ||
| * Click **Confirm** | * Click **Confirm** | ||
| Line 46: | Line 47: | ||
| ==== Print the Invoice ==== | ==== Print the Invoice ==== | ||
| * The invoice number is auto generated and displayed in the sales order screen | * The invoice number is auto generated and displayed in the sales order screen | ||
| + | * Only last invoice created is visible on the sales order screen | ||
| * Click on the **Print icon** to print the invoice | * Click on the **Print icon** to print the invoice | ||
| - | ===== Additional Notes ===== | + | |
| - | * Only last invoice | + | ===== Scenario 3: Modify Existing Invoice |
| + | * Go to **Customer Invoice** menu | ||
| + | * **Search** for the invoice | ||
| + | * **Open** the invoice | ||
| + | |||
| + | ==== Note on search ==== | ||
| + | There are various **search filters** available, choose | ||
| + | You can **search** using Sales order number, or customer name, or date, or invoice number. | ||
| + | |||
| + | |||
| + | ==== Example: Modify Billing Name ==== | ||
| + | * Click on **Edit** button on the Invoice Header | ||
| + | * Scroll to the label Billing Name | ||
| + | * Choose an **existing billing name** if it already exists | ||
| + | * Or **create + button** next to the billing name label to add a new billing name | ||
| + | |||
| + | ==== Example: Modify Tax Info or Contact Info ==== | ||
| + | |||
| + | Note: System will automatically get the Tax ID, Email or Mobile number from the master whenever the billing name is changed in the Invoice header. | ||
| + | |||
| + | Modify the Tax ID, Email or Mobile number in the invoice by following the below steps only if it is missing in the customer master or if the customer master was modified after the invoice was generated | ||
| + | |||
| + | * Go to the section Additional Info in the Invoice | ||
| + | * Scroll to the label Tax ID Vat / GST | ||
| + | * Provide the Tax Number of the customer that is applicable | ||
| + | * Scroll to the label Email | ||
| + | * Provide the email address | ||
| + | * Scroll to the label Mobile | ||
| + | * Provide the Mobile number | ||
erp-manual/cloud/sales/sales-invoice.1768726826.txt.gz · Last modified: 2026/01/18 09:00 by Kalpesh Popat
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