Purchase View
This option is available to user for creation of the “Purchase invoices”
and “Debit Note” for the customers. This function has two options.
a. Purchase Invoice
This option gives the function to create and send the Purchase
Invoices to the customers as shown in the image 55.
Create Purchase Invoice
Click on the small Plus Button as indicated in the Image 55
and provide relevant basic information like as per Image- 56 .
- Customer > Select Customer from the list
- Issue Date > (dd-mm-yyyy) format
- Due Date > (dd-mm-yyyy) format
- Category > Select Category
- Invoice Number > #BIL00001 (Auto generated)
- Reference Number > Manual Entry for record
- Product & Services (Details) > Add ITEMS > Add ITEMS > Add QUANTITY > PRICE > TAX > (%) DISCOUNT AMOUNT
- Description > Enter the details in the field
User can add multiple items in the Invoice, just by clicking on the
Add Item Button just along with Products and services
section as per image- 56.After entering the information as suggested above,
click create Button at the bottom of the page.
This action will save the Purchase Invoice for system as draft for transaction use.
Search Purchase Invoice in table
With this option, the user can search the Purchase Invoices as per Vendor, date and status
(Draft,Sent, Partially paid and Paid) from the table as per image-55.
This option gives uses the list of all the Invoices in a downloadable format like excel or CSV.
View, manage and Delete Purchase Invoices (By going to the Invoices list in table)
In the Purchase Invoices table, User can;
-
Duplicate Purchase Invoices
(by Clicking Small Duplicate Icon on Invoices List entry)
-
View the Purchase Invoices Page
(by Clicking Small Eye Icon an new Invoices detail page opens)
(Image-57)
-
Edit the details of the Purchase Invoices
(by Clicking Small pencil Icon and relevant Info entry)
(Image-58)
-
Delete the Purchase Invoices.
(by Clicking Small Delete Icon and confirming delete on a page)
(Image-59)
With this option, the user can also search the Invoices as per from the table as per image-55.
This option also gives user the summary of all the Invoices in a downloadable format in excel or in other formats.
( Image -55 )
( Image -56 )
( Image -57 )
(With this page, the user can add the debit note, resend the Purchase Invoice and download the Purchase Invoice.
User can also scan the QR code displayed on the page for Invoice link)
( Image -58 )
( Image -59 )
b. Debit Note
This option gives user the functionality to add debit note to the Purchase Invoices from the system
as shown in the Image-60. User cannot add Debit note to paid Purchase invoice with more than 0
value. It will also list all the Purchase invoices with Debit note on the page as shown in the
Image- 60.
On this page user can also search all the Purchase Invoices with Debit note from search box.
(Image -60)
This option is available to user for creation of the “Purchase invoices” and “Debit Note” for the customers. This function has two options.
a. Purchase Invoice
This option gives the function to create and send the Purchase Invoices to the customers as shown in the image 55.
Click on the small Plus Button as indicated in the Image 55 and provide relevant basic information like as per Image- 56 .
- Customer > Select Customer from the list
- Issue Date > (dd-mm-yyyy) format
- Due Date > (dd-mm-yyyy) format
- Category > Select Category
- Invoice Number > #BIL00001 (Auto generated)
- Reference Number > Manual Entry for record
- Product & Services (Details) > Add ITEMS > Add ITEMS > Add QUANTITY > PRICE > TAX > (%) DISCOUNT AMOUNT
- Description > Enter the details in the field
User can add multiple items in the Invoice, just by clicking on the Add Item Button just along with Products and services section as per image- 56.After entering the information as suggested above, click create Button at the bottom of the page. This action will save the Purchase Invoice for system as draft for transaction use.
With this option, the user can search the Purchase Invoices as per Vendor, date and status (Draft,Sent, Partially paid and Paid) from the table as per image-55. This option gives uses the list of all the Invoices in a downloadable format like excel or CSV.
In the Purchase Invoices table, User can;
- Duplicate Purchase Invoices (by Clicking Small Duplicate Icon on Invoices List entry)
- View the Purchase Invoices Page (by Clicking Small Eye Icon an new Invoices detail page opens) (Image-57)
- Edit the details of the Purchase Invoices (by Clicking Small pencil Icon and relevant Info entry) (Image-58)
- Delete the Purchase Invoices. (by Clicking Small Delete Icon and confirming delete on a page) (Image-59)
With this option, the user can also search the Invoices as per from the table as per image-55. This option also gives user the summary of all the Invoices in a downloadable format in excel or in other formats.
( Image -55 )
( Image -56 )
( Image -57 )
(With this page, the user can add the debit note, resend the Purchase Invoice and download the Purchase Invoice. User can also scan the QR code displayed on the page for Invoice link)
( Image -58 )
( Image -59 )
b. Debit Note
This option gives user the functionality to add debit note to the Purchase Invoices from the system as shown in the Image-60. User cannot add Debit note to paid Purchase invoice with more than 0 value. It will also list all the Purchase invoices with Debit note on the page as shown in the Image- 60.
On this page user can also search all the Purchase Invoices with Debit note from search box.