Simplify your
Jewel Store Management

మీ స్టోర్ నిర్వహణను సులభతరం చేయండి

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How to create and manage invoices in RightERP software?

Description

In a Jewel store day to day operations, invoices are generated for the customers for the purchases he makes or if he uses any services provided by the store.

In this quick tutorial, we will learn about the following

Creating a new invoice.
Viewing the invoice.
Editing the invoice.
Sending the link of the invoice via email/sms.
Printing the invoice.
Deleting the invoice.
Searching the invoice.
Sorting the invoices.
Filtering the invoices.

Steps

1. How create a new invoice ?

In the side menu, click on Finance then click on Invoices then click on new invoice.

Click on item box and select the product from the dropdown.

Again I am adding one more item from the dropdown, like this we can add more items or services for creating invoice.

Select customer from the dropdown or enter new customer name directly in the name field.

Choose sales man from the dropdown.

Choose a payment method, Cash, card, upi or wallet. Enter the amount and click on save.

The invoice will be saved and bill will be generated.

2. How to view an invoice?

You can view the invoice details by clicking on the invoice in the list or by selecting the View option in the action overflow menu .

Click on done button after viewing the details.

3. How to edit an invoice?

In the action overflow menu select Edit option to edit and update the details of an invoice.

Make required changes and click on update button.

A dialog box appears with the message invoice details updated successfully.

4. How to send the link of an invoice via email/sms?

If we want to send the invoice link through email then in the action overflow menu click on send link via in that select Email. A pop-up window appears where we need to give the details and click on send.

If you want to send the invoice link through sms then in action overflow menu click on send link via in that select sms. The invoice will be automatically sent to the given mobile number.

A popup displays on screen with the message staff deleted successfully.

5. How to print an invoice?

In the action overflow menu select print option to print the invoice.

In the employee/staff list, we can search for a employee/staff by employee id.

In the employee/staff list, we can search for a employee/staff by role.

In the employee/staff list, we can search for a employee/staff by mobile no

6. How to delete an invoice?

You can delete the invoice by selecting the delete option in the action overflow menu.

A delete confirmation message will display in a dialog box with two buttons(Yes/No) & I click on ‘Yes’ in this instance.

7. How to search for an invoice?

You can search an invoice by invoice number.

You can search an invoice by customer name.

You can search an invoice by mobile number.

8.How to sort the invoices list?

Here, you can sort the invoices list by invoice number by a click on arrow icon next to invoice number.

Here, you can sort the invoices list by customer name by a click on arrow icon next to customer name

Here, you can sort the invoices list by mobile number by a click on arrow icon next to mobile number.

Here, you can sort the invoices list by date by a click on arrow icon next to date.

Here, you can sort the invoices list by amount by a click on arrow icon next to amount.

8.How to filter invoices list?

In the invoice list you can filter the invoices based on the date you created by selecting from date( from dropdown calendar) and to date (from dropdown calendar).

In the invoices list you can filter the invoices by selecting period from the dropdown list (all, yesterday, today, week, month, quarter, year).

In the invoices list you can filter the invoices by selecting status from the dropdown list (all, saved, billed, quotations).

For Super Admin Role user login, you can view the branch wise invoices list according to the selected branch in the branch name dropdown.

Here you are seeing jubilee hills branch invoices list.

Demo video

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Features

Stores Management

Inventory Management

Invoice Management

Customer Management

Procurement Management

Features

Reports and Dashboards

Ledger System

Payroll Management

Project Management

Bulk Export/Import

License/Pricing

Standard (2021, 2022)

Professional (2021, 2022)

Ultimate (2021, 2022)

Enterprise (2021, 2022)

Add-ons

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Simplify your Jewel Store Management

మీ స్టోర్ నిర్వహణను సులభతరం చేయండి

How to create and manage invoices in RightERP software?

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Simplify your
Jewel Store Management