Issue Batch Invoice for Delivery Notes
The "Issue Batch Invoice for Delivery Notes" interface allows users to create and process invoices for delivered items. This form is essential for finalizing sales transactions by generating an invoice for the goods delivered to the customer. Below is a step-by-step guide to using this interface:
Customer Details
- Customer: Select the customer from the dropdown list. The customer’s name and associated details will be displayed.
- Customer Branch: Choose the specific branch of the customer if applicable.
- Payment Terms: Specify the payment terms, such as "Cash Only," from the dropdown menu.
Invoice Information
- Reference: The unique invoice reference number is automatically generated but can be edited if necessary.
- Date: The date of the invoice is automatically set to the current date but can be adjusted.
- Due Date: Set the due date for payment of the invoice.
- Sales Type: Select the sales type, for example, "Retail," from the dropdown options.
- Currency: The currency is selected based on the customer’s preference or location. In this example, it is set to INR.
Payment Details
- Bank Account: Choose the bank account where the payment will be received. You can add a new bank account by clicking the "+" button.
- Payment Type: Specify the payment type, such as "Savings Account."
Shipping Information
- Shipping Company: Select the shipping company responsible for delivering the goods. A new shipping company can be added using the "+" button.
- Choose File: Optionally, attach any relevant documents or files to the invoice by clicking the "Choose File" button.
Invoice Items
This section lists all the items that are being invoiced:
- Delivery: Information related to the delivery note.
- Item Code: The code for each item delivered.
- Item Description: A brief description of the delivered item.
- Delivered: The quantity of items delivered.
- Units: The unit of measurement (e.g., pieces, kg).
- Invoiced: The quantity of items being invoiced.
- This Invoice: The current quantity being invoiced in this document.
- Price: The price per unit of the item.
- Tax Type: Applicable tax type for the item.
- Discount: Any discount applied to the item.
- Total: The total amount for the item, considering quantity, price, tax, and discount.
Invoice Summary
- Shipping Cost: Enter the shipping cost associated with the delivery.
- Sub-total: The system calculates the subtotal automatically based on the items listed.
- Invoice Total: The total amount due for the invoice, including shipping costs and any discounts.
Memo
- Memo: You can add any additional notes or information relevant to the invoice in this field.
Actions
- Update: Click this button to save any changes made to the invoice without processing it yet.
- Process Invoice: Click this button to finalize and process the invoice. This action typically records the transaction and may trigger further workflows, such as sending the invoice to the customer.