How to make Amendment of Export Invoice?

Books -> Sales

In this page, you will be able to see list of all Invoices that you have already added into the software and you can also create Sale Invoice, Export Invoice, Bill of Supply, Repeating Invoice, Credit Note, Amendment Invoice, Export Amendment, and Amendment Credit Note.

By default after clicking on sales, Invoice listing page will appear.

You can also navigate to the other listing pages to view:

• Advance and Adhoc Receipt
• Credit Note and
• Repeating Invoice.

You can view Invoices which are:

• Draft
• Awaiting Approval
• Awaiting Receipt
• Received and
• Void

From the listing page you can check the following information about each invoice that have been entered into the software:

• Customer Name
• Invoice Number
• Invoice Date
• Due Date
• Amount
• Received
• Due
• Doc Type
• Status of Invoice i.e. Draft, Submit for Approval, Awaiting Receipt etc.

You can make amendment of invoice one by one by clicking on "Export Amendment".

After clicking on "Export Amendment" - New Export Amendment form will be opened.

You are required to fill following fields:-

• Company GSTIN
• Branch
• Category
• Invoice Date
• Invoice Number
• Due Date
• Original Invoice Number
• Original Invoice Date
• Original Invoice GSTIN
• Export Type
• Shipping Bill Number
• Shipping Bill Date
• Shipping Port Code
• Customer
• Place of Supply
• Country of Supply
• License No
• Billing Address
• Shipping Address
• Currency
• Default Account
• Amounts Are

Fill the Item Details such as:-

• Item
• Description
• Item Code
• Batch Number
• Expiry Date
• Item Type
• HSN/SAC
• Unit of Conversion
• Quantity
• Conversion UOM
• Equivalent Qty
• Unit of Measurement
• Sale Type
• MRP
• Unit Price
• Discount (%, Flat)
• PTR/Unit
• Add. Discount (%, Flat)
• PTS/Unit
• Subsidy
• Freight/Unit
• Delivery/Unit
• Item Custom Fields
• Account
• Cost Centre
• Taxable Amount
• Tax Rate
• Tax Amount
• GST Rate
• IGST
• CGST
• SGST/UGST
• Cess (%, Flat)
• Add. Cess
• Nil/Exempt Rate

Advanced Settings Details such as:-

• Reverse Charge
• Income Tax TCS
• GST TDS
• GST TCS
• Document Level Discount
• Apply Rounding

Fill Bank Details such as:-

• Bank Name
• Account Number
• Branch Name
• IFSC Code

Other Information such as:-

• Customer Notes
• Terms and Conditions

For creating the Export Amendment you are required to fill some mandatory fields such as:-

• Invoice Number
• Date
• Due Date
• Original Invoice Number
• Original Invoice Date
• Original Invoice GSTIN
• Customer
• Place of Supply
• Country of Supply
• Billing Address
• Billing Zip Code

You can save the Export Amendment into following three types:

• Save as Draft
• Save as Submit for Approval
• Save as Approve

1. Navigate to Draft listing from All Invoice listing and select the Export Amendment which you want to move in "Submit for Approval", "Approve", "Void" or "Delete".

2. Navigate to Awaiting Approval listing from All Invoice listing and select the Export Amendment which you want to move in "Approve", "Void" or "Delete".

3. Navigate to Awaiting Receipt listing from All Invoice listing and select the Export Amendment which you want to move in "Receive Payment", "Void" or "Delete".

4. Navigate to Void listing from All Invoice listing and select the Export Amendment which you want to "Delete".

There are three ways to receive payment.

1. Create an Export Amendment and click on Approve button then it will navigate to Invoice Listing Page. In the Invoice listing page, open the Export Amendment for which status is Awaiting Receipt in View Mode. Enter following fields and click on Add Payment:
   • Amount Receipt
   • Date Paid
   • Paid To
   • Reference/Description

2. Navigate to Awaiting Receipt listing page from All Invoice listing and select the single or multiple Export Amendment against which are you want to "Receive Payment"

Click on Receive Payment then it will redirect to Batch Receipt. Enter following fields and click on Save.

• Receipt Date
• Reference
• Receipt Account
• Payment

3. Create an Export Amendment and click on Approve button then it will navigate to Invoice Listing Page. In the Invoice listing page, open the Export Amendment for which status is Awaiting Receipt in View Mode and click on Invoice Option -> Payment Link -> HB Elite.

Click on Open.

After that click on Pay and receive the payment through Credit Card, Debit Card, Net Banking or UPI.

There are 6 types of Advanced settings, out of which Reverse charge and Document Level Discount will auto appear while creating Amendment invoice and rest Income Tax TCS, GST TDS, GST TCS, Apply Rounding will appear after checking the check box in Customization Settings.

1. Create an Export Amendment and click on Reverse Charge then it is auto calculate the reverse charge amount

2. Create an Export Amendment 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.

3. Create an Export Amendment 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.

4. Create an Export Amendment 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.

5. Create an Export Amendment and click on Document Level Discount then Description, Account, Rate & Discount Amount input fields are enabled.

6. Create an Amendment Invoice and click on Apply rounding then it will round off the Total amount.