Description:
Learn how to create a new sales invoice in the Bill program in minutes.
Steps to create an invoice #
Step 1: Go to the billing page. #
From the home page, select:
Click the “Add New Invoice” button.
Step Two: Selecting the Client #
Click on the customer field, then:
- Select an existing client.
- Or click “Add New Customer” if they are not registered.
Step 3: Adding Products #
Click on “Add Product,” then:
- Select the product.
- Enter the quantity.
- Modify the price if you have the authority.
The system will automatically calculate the total.
๐ท Image for adding products.
Step Four: Choosing a Payment Method #
Select the appropriate payment method, such as:
- in cash
- card
- Bank transfer
- Okay
๐ท Photo of the payment method.
Step Five: Review the invoice #
Make sure to:
- Client Name
- Products
- Quantities
- Prices
- Discounts (if any)
- Tax
- Final Total
๐ท Image for invoice review.
Step 6: Save the invoice. #
Click Save.
The system will generate the invoice directly.
After saving the invoice #
You could:
- ๐จ๏ธ Print the invoice.
- ๐ Download it in PDF format.
- ๐ฑ Send it via WhatsApp.
- ๐ง Send via email.
- โ๏ธ Edit it (subject to permissions).
comments #
๐ก If tax is enabled, it will be calculated automatically based on the system settings.
๐ก Ensure sufficient stock is available before saving the invoice.
๐ก You can use the barcode scanner to quickly add products.
Common problems #
The client does not appear. #
Ensure that the customer is registered in the system and has not been disabled.
The product is not showing. #
Ensure the product is added to the inventory and is not archived.
I cannot save the invoice. #
verify:
- Customer’s choice.
- Add at least one product.
- Fill in all mandatory fields.
