New
September 19, 2023
By
Harshini

How to record TCS 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.  

click on create invoice

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.)

fill in the customer details

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.

fill in product details

Step 4: Add TCS 

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

add additional charges and notes

Switch on the “TCS Applicable” toggle bar under the “Add Payment” section and select the TCS section from the drop-down menu. 

switch on TCS applicable

Step 8: Add your signature and click “Save”.

save the invoice

Your Invoice is ready.

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