🛠️→📄 What is Order Invoice?
Order Invoice is the final step in the custom order journey. Once the craftsman has completed the piece and it has been brought into stock, the customer comes to collect — and this screen is used to invoice them. The advance they paid earlier is automatically deducted.
📋
Order Placed
Customer orders, advance paid
🛠️
Craftsman Makes It
Item custom made to spec
📦
Brought to Stock
Tagged, entered into orderstock
📄
Order Invoice
Customer collects, pays balance
✅
Complete
Order fully settled
Key difference from Stock Invoice: Instead of scanning a Tag Number, you enter the Order No and Unit No. The system fetches the item from the
orderstock table, where completed orders are held waiting for collection.Admin setting — Order Advance Validation: If
conf.order_advance = Y, the system strictly checks that all order line items are present in orderstock before the advance can be applied. This prevents invoicing partial orders with the full advance.📦 Step 2: Adding Order Lines to Invoice
Enter the Order Number and Unit Number of the completed item. The system verifies it is in orderstock and ready for collection, then auto-fills the customer details from the original order. The advance is automatically deducted.
When you enter the Order No, the system automatically fetches the customer's name, address, and phone number from the order record. You don't need to re-enter customer details — they are pre-filled from when the order was originally placed.
From the customer's order slip
Which piece in the order
Automatically deducted as LESS_ADVANCE
All items in one invoice must use the same VAT setting. The system rejects mixed VAT types in a single invoice.
💳 Step 3: Recording Payment
After order lines are added, record how the customer is paying the remaining balance. The advance already paid is automatically set off — you only collect the difference.
ORDER TOTAL
Rs. 0.00
ADVANCE (AUTO)
- Rs. 0.00
BALANCE TO COLLECT
Rs. 0.00
PAID SO FAR
Rs. 0.00
💵 Cash
💳 Card
📄 Cheque
📱 Online Transfer
🔄 OGP Credit
↩️ SR Credit
🎁 Gift Voucher
🔒 LESS_ADVANCE (auto)
| Mode | Reference | Amount (Rs.) | |
|---|---|---|---|
| Add payment entries above | |||
The LESS_ADVANCE entry is already in the payment list from when you added the order line. It represents all advance payments the customer made (1st advance + further advances). You only need to collect the remaining balance in cash, card, or other modes.
👤 Step 4: Customer Details & Finalise
Customer details are pre-filled from the original order. Verify they are correct, add the salesman code, and click Finalise to generate the invoice.
Name, address and phone are automatically loaded from the order record when you added the order line. You can edit them if needed.
If the total payment (including LESS_ADVANCE) does not match the invoice total, the system will not allow finalising. Make sure all payments are correctly entered.
✅ Order Invoiced — Customer Collects!
The invoice is saved and the order is marked as complete. The item leaves the shop with the customer. An SMS confirmation is sent if enabled.
📱 Customer SMS
If SMS is enabled, the customer receives:
"Dear Customer, Your order has been invoiced…"
"Dear Customer, Your order has been invoiced…"
The complete order journey is now finished — from order placement, through advance payments, craftsman making the item, bringing it to stock, and now invoicing the customer on collection. All records are fully linked by the Order Number.
Voice Guide
Press Play to hear an explanation of this step.
Invoice Summary
Order No—
Customer—
Items0
Order TotalRs. 0.00
Less AdvanceRs. 0.00
Balance CollectedRs. 0.00
Invoice No—
Key Differences
• Uses Order No + Unit No
• Checks orderstock table
• Customer details auto-filled
• Advance auto-applied as LESS_ADVANCE
• GP% not enforced (below-cost only)
• Temp table: gst_ord_temp
• Checks orderstock table
• Customer details auto-filled
• Advance auto-applied as LESS_ADVANCE
• GP% not enforced (below-cost only)
• Temp table: gst_ord_temp
Quick Tips
• Tab — navigate fields
• Enter — submit
• Customer auto-loaded from order
• Check total = advance + balance
• All units must match VAT type
• Enter — submit
• Customer auto-loaded from order
• Check total = advance + balance
• All units must match VAT type