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Harshini Harsthavaram

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August 22, 2023

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Product FAQs

How to select a bank account on Web

How to select a bank account on Web

‍

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

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

Step 2: Fill in the customer's details.

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.)

‍Step 3: Fill in the details of the products.

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.

Step 4: Select the bank account

Go to “Add Payment” section and click on the drop down box below “Select Bank”

You can select an existing bank account from the drop down list or add a new bank account by typing in their details manually.

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

Step 5: Add your signature and click on save.

Your Invoice is ready, and a pop up appears at the top of the screen informing the same.

You can now share it via WhatsApp, SMS, or Email with your customer.

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