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Published on:

September 21, 2023

Harshini

Blog |

Biz with Swipe

Product FAQs

How to create a delivery challan on the web

Step 1: Go to “Sales”, and Select “Invoices”.

Now, click on "Create Invoice” from the top right-hand corner of the screen.

You can select existing customers from the drop-down list or add new customers by typing in their details manually.

(And fill in the necessary details like due date, reference number, etc.)

You can select existing products from the drop-down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

‍Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.

Your Invoice with your choice of invoice number is ready, and you can share it via WhatsApp, SMS, or Email with your customer.

Click on the drop-down menu at the end of the invoice column. Select the “Delivery Challan” option from the drop-down menu.

Congratulations! You have successfully created a delivery challan, and you can now share it via WhatsApp, SMS, or email with your customers.