:::info ಅನುವಾದ ಟಿಪ್ಪಣಿ ಈ ಡಾಕ್ಯುಮೆಂಟ್ ಪ್ರಸ್ತುತ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿ ಇದೆ. ಶೀಘ್ರದಲ್ಲೇ ಕನ್ನಡಕ್ಕೆ ಅನುವಾದಿಸಲಾಗುವುದು. :::
📋 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
🛒 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:
| 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 |
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:
| Option | Description |
|---|---|
| Search Customer | Search by name, phone, or email from existing customers |
| Select from List | Browse and pick from the full customer list |
| New Customer | Create a new customer directly from the invoice form |
🔧 Bottom Toolbar
The toolbar at the bottom of the screen provides all actions:
Print Format
Select the paper format from the dropdown before printing:
- A4 (210mm × 297mm)
- A5, Letter, Legal
- Thermal 80mm / 57mm
Action Buttons
| Button | Action |
|---|---|
| 👁 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.
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