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📋 Creating an Invoice

To create a new invoice, go to Invoices in the left sidebar and click "Create New Invoice".

The invoice creation screen is a two-panel layout:

  • Left panel — Product Search
  • Right panel — Customer Information

Invoice Create Form

🛒 Left Panel — Product Search​

Searching for Products​

Use the Product Search bar at the top to find products by:

  • Name
  • Product ID
  • Group name
  • Barcode

Product Catalog​

Products are displayed grouped by their product group (e.g. Electronics, Office Supplies, Software & Services). Each product card shows:

DetailDescription
Product nameName of the product
Stock status badgeIN STOCK, LOW STOCK, OUT OF STOCK, or CRITICAL
PriceUnit price in ₹
Stock quantityCurrent available stock count

Stock status colours:

  • 🟢 IN STOCK — Available
  • 🟡 LOW STOCK — Running low
  • 🔴 OUT OF STOCK — Not available
  • 🔴 CRITICAL — Critically low stock

Click any product card to add it to the invoice.

👤 Right Panel — Customer Information​

Three options to add a customer:

OptionDescription
Search CustomerSearch by name, phone, or email from existing customers
Select from ListBrowse and pick from the full customer list
New CustomerCreate a new customer directly from the invoice form

🔧 Bottom Toolbar​

The toolbar at the bottom of the screen provides all actions:

Select the paper format from the dropdown before printing:

  • A4 (210mm × 297mm)
  • A5, Letter, Legal
  • Thermal 80mm / 57mm

Action Buttons​

ButtonAction
👁 PreviewPreview the invoice before saving
🖨 PrintPrint the invoice
💾 Save InvoiceSave and finalise the invoice
📄 Save DraftSave as draft to edit later

Payment Method​

Select the payment method directly on the invoice:

Method
💵 CashPhysical cash
💳 CardCredit or debit card
📱 UPIUPI apps (PhonePe, GPay, Paytm, etc.)
🏦 Bank TransferNEFT / RTGS / IMPS
📝 ChequeBank cheque

Enter the Amount given in the field next to the payment methods for cash change calculation.

Additional Fields​

FieldDescription
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
warning

Only Draft invoices can be freely edited after saving. Use Save Draft if the invoice is not yet complete.

🎯 Next Steps​