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How to create an e-Invoice on Web

Video Demo

Step 1: Go to Sales and select “Invoices” 

Now, click on create invoice from the top right corner of the screen.

Swipe, e-invoices, Product demo

Step 2: Fill in the customer's details.

Select the customer you want to create the invoice for or create a new customer profile by clicking on the “add new customer” button. 

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

Add customer details

Step 3: Fill in the product details.

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.

Add product details

Step 4: Add your signature and save. 

Add any relevant notes or any special instructions to the customer along with the signature and click on “add to bill” and save.

Additional charges, signature, save Invoice

Step 5: Select “Create e-Invoice.”.

Once saved, click on the drop-down button at the end of the invoice column and select the “Create E-Invoice" option from the drop down menu.

After clicking on the "Create E-Invoice" option, a pop up will appear, with the details of the invoice, such as the document number, HSN codes, seller, and buyer details.

create e-Invoice

e-Invoice, easy share

Step 6: e-invoice is generated.

Click on the “create E-Invoice” option from the pop up at the right corner below the screen. Now, your E-invoice is generated and you can share it via WhatsApp, SMS or Email it to your customer.

How to create an e-Invoice on Mobile

Video Demo

Step 1: Go to Bills

Click on the Invoice you want to create the e-Invoice for under sales section.

Select an Invoice for E-Invoice

Step 2: Go to menu 

Now, Click on the menu button at the top right hand corner of the screen.  Then, a pop up list appears from the bottom of the screen.

Go to Invoice menu

Step 3: Click on the Create e-Invoice

Select the “Create E-Invoice” option from the list.

click on create e-Invoice

Step 3: Your e-Invoice is generated

Congratulations, your e-invoice has been generated successfully and a pop up will appear informing the same at the bottom of the screen.