Invoice

An invoice is a document issued by a seller to a customer that records the details of a sale transaction. It includes information such as the products or services provided, quantity, price, VAT, total amount payable, payment terms, due date, and the final cost that the end user must pay.

Click on the Invoice Module. 

After clicking on sales, there is a subsection, i.e., invoices. Click on the invoices section; it shows you a new page. 

Once you click on the invoice option, a new window opens in front of your screen.

This page shows the Invoices section, where users can view and manage all created invoices. This page also allows you to track issued invoices through date and company filters. The below table will display the list of all invoices along with their key details, allowing users to easily review invoice information and track payment status. The table will show you summarized information of the following fields. 

• Invoice No.—Displays the unique identification number assigned to each invoice. 

• Company Name – Shows the name of the customer or company for whom the invoice was generated. 

• Invoice Date – The date on which the invoice was created. 

• Due Date – Indicates the payment deadline for the invoice. 

• Currency – Shows the currency used in the invoice transaction. 

• Invoice Amount – Displays the total amount of the invoice. 

• Paid Amount—Shows how much amount has already been paid by the customer. 

• Balance Amount – Displays the remaining unpaid amount. 

• VAT Amount – Shows the tax amount applied to the invoice. 

• Status – Indicates the current payment status of the invoice (e.g., paid, unpaid, partially paid). 

Filters 

At the top, there are two filters given. One is a date and the other is a company. These filters will allow you to select the date and choose the company name from the drop-down menu. These filters at the top help users quickly search and locate specific invoices instead of scrolling through the entire list by clicking on the find button.

E.g., to view the invoice, set the date accordingly. Click and choose the company name from the company filter. Once you set the filter, then click on the find button. It gives you that specific data.

There is a button located on the top right side of the table list, i.e., the Add the invoice button. There is an icon given with the button. Click on it. 

It will show you options such as 

1. Add Invoice – This is a basic and standard invoice used for trading or general business transactions. It is suitable for regular product or service sales. 

2. Add Real Estate Invoice – This type of invoice is designed specifically for real estate businesses to manage property-related transactions. 

3. Add Gold Invoice – This invoice type is used for gold-related businesses, where pricing may depend on weight, purity, or market rates. 

4. Progressive Invoice – This invoice is mainly used in construction or project-based businesses, where billing is done in stages according to project progress. 

When you create the invoices, each type will be tagged with a different icon. This allows you to easily identify which invoice belongs to which category, such as  

• For real estate invoices, they will be tagged with  an icon. 

• For Gold Invoice, it will be tagged with  an icon. 

• For progressive invoices, it will be tagged with  an icon. 

These icons will help users to quickly recognize and better manage records.