Features/Billing and invoicing
The bill a customer receives, and all behind it.
GST tax invoices and bills of supply, credit and debit notes, the quotation-to-invoice order cycle, the purchases you receive, and the printed page, on the stationery you already buy.
All on menu 8 Bill and Purchase
Tax Invoice
G73
Menu 8 A
| Bill G73 | Amount | how |
|---|---|---|
| Taxable value | 44,710.00 | from the lines |
| IGST at 18% | 8,047.80 | another state |
| Round off | 0.20 | to the rupee |
| Invoice total | 52,758.00 | e-way bill due |
On menu 8A
Bills you raise.
The right document for the sale, and the right words on it.
- Tax invoice or bill of supplyAn exempt sale prints a bill of supply, and a business with no GSTIN prints an invoice, as the law says.
- Place of supply, worked outCGST and SGST inside the state, IGST across it, decided from the bill-to party.
- Credit and debit notesReturns and rate differences against the bill they correct.
- A manual bill bookFor a sale whose printed bill already carries its own number.
The order cycle
From the first price to the bill.
Every document in the cycle has its own screen, and each one carries forward into the next.
Selling
- Quotation
- Sales order
- Delivery challan
- GST tax invoice
Buying
- Purchase order
- Goods receipt note
- GST purchase
- What is still owedA sales order shows what the customer agreed to buy and what has not been billed yet.
- Purchases, read off the billA supplier's PDF or a photo becomes the purchase. Purchase Bill Import
- Price listsA wholesale rate beside the counter price, on sheets of their own.
- TransportersThe carriers goods are handed to, with their GSTIN.
On paper
The printed page.
Choose a design once and every bill prints that way: a full A4, half a page, an 80 mm till roll, or paper that already carries your name.
- Fifteen designsEach one shown, as printed, on the invoice designs page.
- Your letterhead and termsColumns, copies and numbering set once in Invoice Print Setup, 8D.
- Sent from the billPrinted, saved as a PDF, or sent to the customer on WhatsApp or by email.
Every screen
The whole Bill and Purchase menu.
Each one opens from 8 and its letter.
Bills you raiseBill and Purchase menu 8
- 8AGST Tax InvoiceCreate invoice — raise a new sale bill
- 8LView All InvoicesEvery bill raised — view, modify, print or delete
- 8KManual Bill BookA sale where the printed bill already has its own number
- 8CCredit & Debit NotesCorrect a posted invoice — returns, and rate differences
Bills you receiveBill and Purchase menu 8
- 8BGST PurchasesRecord a supplier bill and its input tax
- 8RImport a Purchase BillRead a supplier’s PDF and turn it into a purchase, with its stock
- 8MView All PurchasesEvery supplier bill entered — view, modify or delete
Order CycleBill and Purchase menu 8
- 8FQuotationA price offered — nothing is owed until it is billed
- 8GSales OrderWhat a customer agreed to buy, and what is still owed
- 8HDelivery ChallanGoods sent out, against an order or on their own
- 8IPurchase OrderWhat has been ordered from a supplier, and what is to come
- 8JGoods Receipt NoteGoods arrived, before the supplier’s bill is entered
SetupBill and Purchase menu 8
- 8DInvoice Print SetupLetterhead, terms, columns, copies and numbering
- 8EItem MasterGoods and services, with HSN and GST rate
- 8PPrice ListSheets of rates — a wholesale price beside the counter price
- 8QTransporter MasterThe carriers goods are handed to, and their GSTIN
ReturnsBill and Purchase menu 8
- 8NRejection OutGoods returned to a supplier — the record; the debit note moves the stock
- 8ORejection InGoods returned by a customer — the record; the credit note moves the stock
Read next
What a bill touches.
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