📋 Creating an Invoice
To create a new invoice, go to Invoices in the left sidebar and click "Create New Invoice".
The New Invoice screen has three areas:
- Left panel — Product Search & Product Categories
- Top right — Customer Information
- Bottom toolbar — actions, payment method and notes
🛒 Left Panel — Products
Searching for Products
Use the Product Search bar ("Search by name, ID, group…") to find products by:
- Name
- Product ID
- Category name
- Barcode
Product Categories
Below the search bar, products are organised under Product Categories, each showing a count of how many products it contains (e.g. Laboratory 8, Pharmacy 7, Electronics 3). Click a category to expand its products, then click a product to add it to the invoice.
Each product card shows:
| Detail | Description |
|---|---|
| Product name | Name of the product |
| Stock status badge | IN STOCK, LOW STOCK, OUT OF STOCK, or CRITICAL |
| Price | Unit price in ₹ |
| Stock quantity | Current available stock count |
👤 Customer Information
Add the customer at the top right:
| Field / Button | Description |
|---|---|
| Search Existing Customer | Find and select a saved customer by name, phone or email |
| Customer Name | Type a name to create a new customer inline |
| Phone (+91) | New customer's phone number with country code |
| More… | Expand extra customer fields (email, address, tax ID, etc.) |
| Save | Save the entered customer |
🔧 Bottom Toolbar
The toolbar fixed at the bottom of the screen provides all actions.
Action Buttons
| Button | Action |
|---|---|
| 🖨 Print settings | Choose the print/paper format (A4, A5, Letter, Legal, Thermal 80mm / 57mm) |
| 👁 Preview | Preview the invoice before saving |
| Print the invoice | |
| 💾 Save Invoice | Save and finalise the invoice |
| 📄 Save Draft | Save as draft to edit later |
Payment Method
Select the payment method directly on the invoice:
| Method | |
|---|---|
| 💵 Cash | Physical cash |
| 💳 Card | Credit or debit card |
| 📱 UPI | UPI apps (PhonePe, GPay, Paytm, etc.) |
| 🏦 Bank Transfer | NEFT / RTGS / IMPS |
| 📝 Cheque | Bank cheque |
Enter the Amount given in the field next to the payment methods for cash change calculation. Use the ✕ button to clear the entered payment.
Additional Fields
| Field | Description |
|---|---|
| Invoice description (optional) | Add a note or description for the invoice |
| Payment notes (optional) | Add notes related to the payment |
✅ Saving the Invoice
- Save Invoice — Finalises the invoice with the selected payment method
- Save Draft — Saves without finalising; can be edited at any time
Only Draft invoices can be freely edited after saving. Use Save Draft if the invoice is not yet complete.
🎯 Next Steps
- Edit Invoices — Make changes to a saved invoice
- Invoice Payments — Record payments against an invoice