Sales Tax Invoice

Click on Create:

Buyer Details

• Buyer Details: Select the buyer for the invoice.

Suppliers

• Supplier: Displays the selected supplier details such as name and address.

Transportation Details

• POC Name: Point of Contact name for transport.

• POC Contact No: Contact number of POC.

• Transporter Name: Select the transporter.

• Transporter GST Number: GST number of the transporter.

• Transportation Document Number: Enter transport reference number.

• Vehicle Number: Vehicle registration number used for delivery.

• Driver Name: Name of the vehicle driver.

• Driver Contact No: Driver’s phone number.

• Inco Terms: Select the applicable Incoterms.

Primary Document Details

• Type: Select document type (Product/Service).

• Customer: Select the customer.

• SO Number: Sales Order reference number.

• Document Series: Select the applicable document series.

• Delivery Challan Number: Reference of delivery challan.

• SO Date: Date of Sales Order.

• PO Number: Purchase Order number from customer.

• PO Date: Purchase Order date.

• Payment Term: Define the payment terms.

• Payment Date: Actual date of payment.

• Bank Details: Bank details for transaction.

• Tags: Add tags for easy tracking.

• Currency: Currency used in transaction.

• Exchange Rate: Exchange rate for foreign currency transactions.

• Delivery Date: Expected delivery date.

• Delivery Note: Enter delivery note details.

• Notes: Additional remarks related to the invoice.

Items

• Item: Select item/product.

• Variation: Select item variation if applicable.

• UOM: Unit of Measure.

• Alternate UOM: Alternate Unit of Measure.

• HSN/SAC: HSN (for goods) or SAC (for services).

• Quantity: Enter quantity.

• Price: Unit price.

• Discount / Discount Type: Apply discount if applicable.

• Total Before Tax: Auto-calculated amount before tax.

• Total Tax: Auto-calculated tax amount.

Extra Other Charges

• Add additional charges like Freight, Packaging, Handling, etc.

• Description: Description of the charge.

• Ledger: Select ledger account.

• Amount: Enter charge amount.

• Tax: Applicable tax on the charge.

• Total Tax: Auto-calculated tax.

Actions

• Draft : Click on Save Draft to save the Sales Tax Invoice as a draft for later editing.

• If in Draft, the Sales Tax Invoice can be updated.

• Submit: Once you click Submit, the Sales Tax Invoice is finalized.

• If in Submit, the Sales Tax Invoice cannot be updated.

• View : Click on the View button to view Sales Tax Invoice details.

• Print : Click on the Print button to print the Sales Tax Invoice.

Update

• Allowed only when the Sales Tax Invoice is in Draft status.

• Not allowed once it is in Submit status.

Workflow Approval

• If Approval Workflow is enabled in setup, only assigned members can approve the Sales Tax Invoice.

• Other members cannot approve it.

Cancellation

• Sales Tax Invoices can be cancelled if they are no longer required.

• If cancellation rules are enabled in setup, only authorized members can cancel the Sales Tax Invoice.