Step 1: Go to "More".
Choose the “Discount Settings” option from the menu.
Step 2: Select the Discount type
Click on the box below "Discount Type” and select “Unit Price” from the pop-up.
Now, click on the “Update Discount Settings” option present at the bottom of the screen.
Congratulations! You have successfully updated your discount settings and a pop-up appears at the bottom of the screen informing the same.
Step 3: Click on “Invoice”.
Go back to Home and click on the "Invoice" option under the Create section.
Step 4: Fill in the customer’s details
Click on “Select Customer” and select the customer you want to create the invoice for or create a new customer profile by clicking on the “Add customer” button.
Step 5: Fill in the product details.
Click on “Add Products” and select/ 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 6: Fill in the discount details.
Click on the “Extra Discount / Apply Coupon” option.
A pop-up appears. Here, select the type of discount, enter the amount or percentage, and click "Save”.
Also, add additional delivery or packaging charges (if applicable) and create or edit the notes, as well as the terms and conditions.
Step 7: Add your signature and click on “create”.
Your invoice is ready, and you can share it via WhatsApp, SMS, or email with your customer by clicking on “Send Bill” at the bottom of the page.
