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Invoices ​

Invoices is one of the core modules of the Invoice application. You can create, manage, and track invoices for your customers from the Invoices menu in the sidebar.

Creating an Invoice ​

To create a new invoice, click the Add New button on the Invoices page. The invoice form opens in a drawer with multiple sections:

Invoice Details Tab ​

Basic Information:

  • Invoice Number - Auto-generated unique invoice number
  • Invoice Date - Date of the invoice (defaults to today)
  • Due Date - Payment due date
  • Customer - Select an existing customer or create a new one using Quick Add
  • Branch - Select the branch (if multiple branches are configured)

Line Items:

  • Add products/services to the invoice
  • Set quantity, unit price, and applicable taxes
  • Add multiple items to a single invoice
  • Automatic total calculation with tax

Additional Fields:

  • Discount - Apply discount (percentage or fixed amount)
  • Shipping Charges - Add shipping/delivery charges
  • Notes - Add internal notes for reference
  • Terms & Conditions - Select from predefined terms templates

Item Table Column Controls ​

The invoice item table supports customizable columns. Click the Column Settings button to configure which columns appear in the product table:

Available Standard Columns (15 total):

  • SKU, Barcode, Description, Unit, Quantity, Price, Discount, Tax, Tax Amount, HSN/SAC, Batch No, Exp Date, Mfg Date, MRP, Wholesale Price

Column Features:

  • Enable/Disable - Toggle visibility of each column using checkboxes
  • Drag & Drop Reorder - Rearrange column order by dragging
  • Custom Columns - Add custom columns (Text, Number, Date, Textarea types) that were created in Product Form Fields settings

The Item Name column is always visible as the first column, and Total is always shown before the action column.

TIP

Column settings are shared with quotations. Custom columns created in Product Form Fields with "Show in Invoice" enabled will also appear here.

Managing Invoices ​

From the invoices list page, you can:

  • View - Open invoice details with full summary
  • Edit - Modify invoice details
  • Delete - Remove an invoice
  • Send Email - Send invoice to customer via email
  • Download PDF - Download invoice as PDF document
  • Print - Print the invoice directly
  • Record Payment - Record a payment against the invoice

Invoice Statuses ​

Invoices can have the following statuses:

  • Paid - Full payment has been received
  • Partially Paid - Partial payment has been received
  • Unpaid - Payment has not been received yet

You can filter invoices by:

  • Date range
  • Customer
  • Status
  • Invoice number (search)

TIP

You can quickly create a customer while creating an invoice using the Quick Add button next to the customer dropdown.