Step 1: Go to the “Create” section
Select “Invoices” under the Create section.
Step 2: Fill in the customer’s details.
Click on the “Select Customer” option
Now, select or search for the customer you want to create the invoice for.
You can also create a new customer profile by clicking on the “add customer” button.
Step 3: Fill in the product details.
Click on the “Add Products” option and select or search for the product you would like to add. Now click on “+” to add the quantity of the product.
or click on “+ Add New Product" at the top of the screen and type in their details manually.
Step 4: Fill in the other required details.
If applicable, add additional delivery or packaging charges. You can also create or edit the notes as well as the terms and conditions.
Step 5: Add TCS
Switch on the “TCS Applicable” toggle bar and select the TCS section from the pop-up menu.
Step 5: Click on “create”.
Now, add your signature and click on the “Create” option present at the bottom of the screen.
Your Invoice is ready.
You can now share it via WhatsApp, SMS, or Email with your customers.
