InvoiceΒΆ

Click on the menu Accounts Receivable -> Documents -> Invoice.

This will show the Invoice Collection.

../../_images/invoice-collection.png

You can create a new Invoice by clicking on newImage. This is wizard.

Step 1 : Select Income Type, Document Date and Txn Ccy.

../../_images/invoice-wizard-step1.png

Final Step :

../../_images/invoice.png

The fields are explained in the following table:

Field Name Required Description
Voucher No No This is a system generated field. (Format - VoucherAlias/Branch Alias/FinYear Alias/Sequence Number)
Date Yes The Voucher Date. By default, the system date is taken as Voucher Date. Note : The date should be within the constraints of the Financial Year.
Customer Yes Customer Name
Txn Ccy Yes Trasaction Currency. Default is Local. If Txn Ccy is not Local, enter the exchange rate for the selected currency.
Income Type Yes Income Type (From Step 1)
PO NO No Purchase Order Number.
PO Date Yes Purchase Order Date. By default, the system date is taken as PO Date.
Bill Amount/Bill Amount FC Yes Bill Amount
Account Yes  
Description Yes  
Amount/Amount FC Yes  

Click selectTaxImage to apply Tax.

../../_images/select-tax.png

Advance

../../_images/invoice-adv-alloc.png

Click on saveImage to save your changes and close. The Invoice Collection will now display the newly created Invoice.