How to Book expenses in Invoice creation

Giddh allows you to record additional expenses while creating an invoice. This helps you book expenses such as freight, labour, transportation, packing, or any other charges along with the sale, ensuring that the expenses are recorded in their respective ledger accounts.

To add expenses while creating an invoice, log in to your Giddh account and open the Invoice section.

Click on Create Invoice.

Enter the required invoice details, such as the customer name, line items, quantity, rate, and other necessary information. While creating the invoice, you will find the Annexure Charges section.

In the Annexure Charges section, select the entry date for the expense and choose the expense account under which you want to record the charge, such as Freight, Labour, or any other expense account.

If the required expense account is not available, click on Create New, select the appropriate group, enter the account details, and click on Save. Once the account is created, you can select it from the Annexure Charges section.

After selecting the account, enter the expense amount and apply the taxes, if applicable. Once all the required details are filled in, click on Generate Sales to create the invoice.

The expense will be recorded along with the invoice and will automatically be posted to its respective ledger account, helping you maintain accurate accounting records.