How to Use — Step by Step
1
Enter the order number and unit number — item details load automatically
2
Adjust selling price and discount if needed
3
Click "+ Add Item" to add to cart — multiple units per invoice
4
Switch to Payment tab — select payment mode
5
For ADVANCE_SETOFF — enter the order number to set off advance paid
6
Click "+ Add Payment" — total must match invoice amount including VAT
7
Switch to Customer tab — verify customer details, enter salesman
8
Click "Submit Invoice" — invoice generated, SMS sent if configured
Important Notes
ⓘ
All items in the cart must have the same VAT type — mixed VAT is blocked
ⓘ
Advance setoff cannot exceed the available advance balance on the order
ⓘ
Below cost check applies unless bypassed by admin
ⓘ
Invoice back-date controlled by Branch Config
Configuration Settings
| Allow Back-Date Invoice |
Branch Config → Invoicing |
| Allow Below Cost |
Branch Config → Invoicing |
| SMS on Order Invoice |
SMS Programs → Order Invoice |