Billing Settings (Invoice, Receipt and Quotation Settings)
• Go to Settings and open Billing Settings.
• Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status).
• Enable the toggle for 'Enable item wise discount in invoice' if you want to show a discount on the invoice.
• Click on the gear icon under billing entities, next to your company name.
• Enter the title for your billing entities (e.g., Primary, Secondary, GST, No-GST, etc.).
Company Settings:
• Upload your logo.
• Enter your Company Name, GSTIN (if needed), Mobile No., Email, Company Address, State.
• Enable the 'Charge GST in Invoice' toggle if you want to make a GST invoice.
• Upload your Signature or Signature with a stamp.
Invoice Settings:
• Enter Invoice Heading (e.g., Invoice, Tax Invoice, etc.).
• Enable the toggle for 'Auto-generate invoice number' (if needed). The invoice number will be generated serially.
• Enter Prefix.
• Enter the number where to start the invoice number in 'Number starts from'.
• Enter your UPI id; the QR code will appear on the invoice with your UPI id.
• Enter additional details in the Invoice Footer, like bank details, terms, and conditions, etc.
• Enable the toggle for 'Ledger Balance' if you want to show the client’s ledger balance in the invoice.
• Enable the toggle for 'SAC Code' if you want to show the SAC code in the invoice.
Receipt Settings:
• Enter Receipt Heading.
• Enable the toggle for 'Auto-generate Receipt number' (if needed). The Receipt number will be generated serially.
• Enter Prefix.
• Enter the number where to start the Receipt number in 'Number starts from'.
• Enter additional details in the Receipt Footer, like terms and conditions, etc.
• Enable the toggle for 'Ledger Balance' if you want to show the client’s ledger balance in the invoice.
Quotation Settings:
• Enter Quotation Heading like Quotation, Estimate, Quote, etc.
• Enable the toggle for 'Auto-generate Quotation number' (if needed). The Quotation number will be generated serially.
• Enter Prefix.
• Enter the number where to start the Quotation number in 'Number starts from'.
• Enter additional details in the Quotation Footer, like terms and conditions, etc.
Click on save.
○ To add more billing entities, go to Settings > Billing Settings.
○ Click on + Add New Billing Entity and complete all information as per the above-mentioned.
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