How to Create Bill of supply?
How to Create Bill of supply?
You can create Bill one by one by clicking “Bill of supply” from Bill listing page.
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After clicking on “Bill of supply” - New Bill of supply form will be opened.
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What Mandatory fields are required?
For creating the “Bill of supply” you are required to fill some mandatory fields such as:-
- Voucher Number
- Vendor
- Place of Origin
- Vendor Address
- Unit Price
- Account
- NIL/Exempt Rate
How to set Auto-fields?
You can set some auto-fill functionalities for creating the Bill of supply. Such Auto-Fields are:-
- Voucher date: By default current date will be the Voucher Date. You can also change the same.
- Transaction date: By default current date will be the Transaction Date. You can also change the same.
- Due Date: By default due date is also given by the software. However, you can change the same.
- Branch (Auto): You are required to Add Branch in Organization Settings. Those added Branch list will appear at the time of creation of Bill of supply.
For adding Branch - Navigate to Settings → Organization Settings → Location → + Branch.
- Category (Auto): You are required to Add Category in Organization Settings. Those added Category list will appear at the time of creation of Bill of supply.
For adding Category - Navigate to Settings → Organization Settings → Location → + Category.
How to Save Bill of supply?
You can save the Invoice into following three types:
- Save as Draft
- Save as Submit for Approval
- Save as Approve
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How to change the status of Purchase Invoice from Listing?
- Navigate to Draft listing from All Purchase listing and select the Bill of supply which you want to move in “Submit for Approval”, “Approve”, “Void” or “Delete”.
- Navigate to Awaiting Approval listing from All Purchase listing and select the Bill of supply which you want to move in “Approve”, “Void” or “Delete”.
- Navigate to Awaiting Payment listing from All Purchase listing and select the Bill of supply which you want to move in “Make Payment”, “Void” or “Delete”.
- Navigate to Void listing from All Purchase listing and select the Bill of supply which you want to “Delete”.
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How to make payment of Bill of supply?
There are three ways to make payment.
- Open the Bill of supply for which status is Awaiting Payment in View Mode. Enter following fields and click on + Payment:
- Amount Paid
- Date Paid
- Paid From
- Reference/Description
- In the Purchase listing page, open the Bill of supply for which status is Awaiting Payment in View Mode. Click on Pay VIA ICICI
- Navigate to Awaiting Payment listing page from All Purchase listing and select the single or multiple Bill of supply for which are you want to “Make Payment”
- Payment Date
- Reference
- Payment Account
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Click on Make Payment then it will redirect to Batch Payment. Enter following fields and click on Save.
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How to add Agent?
Create a Purchase Invoice and select the Agent check box then Agent column is enabled in Item table. You can select the Agent from drop-down list.
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How to manage Advanced Settings?
There are 6 types of Advanced settings, out of which 2 i.e. Reverse charge and Document Level Discount will auto appear while creating invoice and rest of 4 i.e. Income Tax TCS, GST TDS, GST TCS, Rounding off will appear after checking the same in Custom Configuration.
- Create a Purchase Invoice and click on Reverse Charge then it is auto calculate the reverse charge amount
- Create a Purchase Invoice and click on Income Tax TCS then Rate & Amount input fields are enabled. You can enter the Income Tax rate and it will calculate the amount automatically.
- Create a Purchase Invoice and click on GST TDS then Rate & Amount input fields are enabled. You can enter the GST Rate and it will calculate the amount automatically.
- Create a Purchase Invoice and click on GST TCS then Rate & Amount input fields are enabled. You can enter the GST TCS and it will calculate the amount automatically.
- Create a Purchase Invoice and click on Document Level Discount then Description, Account, Rate & Discount Amount input fields are enabled.
- Create a Purchase Invoice and click on Rounding off and it will calculate the rounding off amount automatically.
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How to view Last 5 Bill of supply issued?
Last 5 Bill of supply issued will appear after checking the same in Customization Settings. After creating the Bill of supply you would be able to see the last 5 Invoice issued.
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