Final Invoice

Go to New Invoice --> Select the Cost Sheet on which invoice is to be made.

Select the cost sheet() , Due Date() and Posting Date(*) to proceed.

Note can be given as an optional option to mark any instruction / suggestion.

Double Clicking on the Customer gives you the view of Final Invoice.

Flow Chart

Actions Performed

By right clicking on the column you can do the following,

• Approve
• Print
• Print Bilingual - includes english and your local language
• Customize and Print - Facilitated you the provision to include additional columns if required.
• Email
• Download
• Generate QR Code - Generates Code which can be scanned to get an invoice in your mobile.
• View
• Edit
• Delete
• Disapprove - One needs to disapprove the approved invoice to perform modification.

The following features are available on the top section which ease the operations carried out.

Bulk Approve

All the Invoices Present or Selected Invoices can be approved at a single go. You need to select the invoices that need approval followed by Clicking Bulk Approval.

Book Income

Income can be booked in Bulk using this feature. Make Sure the Invoice is approved before Booking the Income.

Dispatch

Invoices can be dispatched to the customer place with the help of this feature . Click on the Dispatch Option → Customer Name and Dispatch Method (Direct / Courier / Email ) .

Based on the dispatch method selected you need to fill the following,

If the dispatch method is Direct then you need to select the Person who is delivering the Invoice to Customer.

If the dispatch method is Email then you need to select whether the content should be bilingual or only in english / delivery note.

Select the invoices that need to be dispatched and Click Dispatch Invoices. Also you can print the delivery note / Invoice in english and bilingual invoice.

You can view the status of Dispatch in Undelivered , Intransit and Delivered.

Mail

Download

Customize Print

You can select additional columns if required.

The Video inserted below explains you the working of " working of final invoice " to have a better understanding

https://youtu.be/9WTM4J0HmhU

Final Invoices List

Filters that are available to sort the Final Invoice are,

• Date Filter
• Supplier
• Customer
• Jobs
• Status
• Created By

Deleted Invoices can also be viewed by enabling the option "Include Deleted Invoice" .

Bulk Approval can be made through the option available at the right corner of the page. Customize Print helps to include additional columns if required. This can be applied on single invoice and multiple invoices.

Actions Performed

• Approve (if not approved yet)
• Disapprove (if not paid or income booked yet)
• View
• Edit (works on unapproved invoices )
• Delete (works on unapproved invoices )
• Print
• Print Bilingual
• Download
• Email
• Generate QR Code
• Advanced

Updated on: 24/06/2024