erp-manual:cloud:sales:sales-invoice
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erp-manual:cloud:sales:sales-invoice [2026/01/18 09:01] Kalpesh Popat [Full Invoice Detail] |
erp-manual:cloud:sales:sales-invoice [2026/01/18 09:13] (current) Kalpesh Popat |
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| ==== 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 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.1768726877.txt.gz · Last modified: 2026/01/18 09:01 by Kalpesh Popat
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