Invoice (Customer)
Window Introduction
Tabs
Invoice Header
Critical Fields: 1. Business Partner: We can select existing/new customers here and this fie...
Invoice line
Critical Fields: 1. Product: To select the product type an item, you can select the mu...
Invoice tax
Note: Once the invoice is complete invoice tax tab is updated automatically.
Payment schedule
Critical Fields: 1. Payment Schedule: To update the schedule details 2. Due Date: The date wh...
Allocation
Once the invoice against payment allocation is complete, the allocation tab is updated au...
With holding
Critical Fields: 1. This field is used to select the different types of Withholding type 2. T...
Invoice Allocation
This window helps us to allocate the Receipt against the invoice customer. Critical Fie...
Document Actions
Process
Copy Lines
Copy Lines: This Process is used to create the same line details from one document to another d...
Post E-Invoice
Post E-Invoice : Process will help you to post the e-invoice & e-waybill to the GST porta...
Add Default Items
Default Items: This process is used to add the default charges to add in the invoice line.