Invoice Management

Login to GIDDH.

To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search “New credit note”

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Select the existing customer or click on "Add Customer' to add a new customer

Fill all the required customer details 

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Fill the product or service information

Now click on 'generate Credit Note' to successfully generate a credit note

Login to GIDDH

To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),

or use the search icon at the top of the page.

Search Invoice 

Click on the Invoice number, and you can see the preview of it.

Now to print the invoice click on the Print icon

Log in to your Giddh account.

• To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
  or use the search icon at the top of the page.

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Search for the Bank Account or Cash Account ledger from which you want to generate the receipt or Advance receipt

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In the bank ledger, on the Debit (Dr) side, Select the account and add amount 

Click on more details > select Voucher type as Receipt or Advanced receipt 

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Now check the checkbox to adjust the receipt or advance receipt. 

Now select a voucher for that you want to adjust the payment and save it

Receipt is adjusted and click on the save button to save the Entry

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• Log in to your Giddh account.

• To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
  or use the search icon at the top of the page.

Search for “Debit note”

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Select the existing Vendor or click on "Add Vendor" to add a new vendor.

​Fill the product or service information

Now click on 'generate Debit Note' to successfully generate a debit note

• Log in to your Giddh account.

• To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
  or use the search icon at the top of the page.
  
  Search Invoice

Click on the Invoice number and you can see the preview of it

To download the Invoice in PDF format, click on the download icon

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• Log in to your Giddh account.

• To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
  or use the search icon at the top of the page.
  
  Search Estimate

There you click on the new estimate option, Select the existing customer or click on "Add Customer' to add a new customer 

Fill all the necessary customer details 

Fill the product/service information, and to add items in bulk click on "Add Bulk Entries"

Click on the more button if you want Create & Send or Create & Print the estimate

Create & Send - for generate an estimate and promptly send it to a recipient

Create & Print - for generate an estimate and print it immediately

For only creating the estimate click on the "Create" button

To create a new Cash Invoice in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac)

​Press Ctrl+G/ Cmd+G and search Cash Invoice 

Fill the customer name, state (mandatory)  and other required details

Fill the product/service information, and to add items in bulk click on "Add Bulk Entries" 

Click on the Select Account to select a Cash or Bank account in which you are receiving the payment 

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Now to generate cash invoice click on "Generate Invoice" 

• Log in to your Giddh account.

• To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
  or use the search icon at the top of the page.
  
  Search Invoice

Click on the "Date Range" button to select the specific date range for exporting the invoice.​

Here, you can see all your generated invoices for the selected date range

Now click on the Export button

Please select the copy type you'd like to download or email as the invoice.

 you have the option to export the attachments also with the invoices

Change the settings as per the requirement and download.

To edit a generated Proforma Invoice in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac)

Press Ctrl+G/ Cmd+G and search "Proforma" (click on Invoice > Proforma)

Click on the Proforma number and you can see the preview of it

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Click on the Edit icon to edit the proforma 

Here you can edit the customer details 

You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax  

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To update the proforma click on the "Update proforma" button

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search Purchase order

Click on Purchase Order number and you can see the preview of it 

Click on the Edit icon to edit the purchase order

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Here you can edit the Vendor details and delivery address 

You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax   

To update the Purchase order click on the "Update" button.

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search “Estimates”

If you want to change the Status of the estimate, click on the Menu option 

Click on the Estimate number and you can see the preview of it 

Click on the Edit icon to edit the estimate

Here you can edit the customer's details.

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You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax  

Click on the "Update Estimate" button to update the estimate.

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search Debit note

Click on the debit note number and you can see the preview of it

Click on the edit icon for editing the Debit Note

Here you can edit the vendor's details

You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax   

To update the debit note click on the "Update Debit" button

To generate bulk invoices from entries in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac)

Press Ctrl+G/ Cmd+G and search "Pending" 

Here, you will see all the sales entries of the ledger    

Click on the "Date Range" button to select the specific date range for generating bulk Invoices  

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Now select the entries for generating bulk invoice and you will find two option for generating Invoice

1. Generate Multiple

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2. Generate Compound

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Generate Multiple -  To generate individual invoices of all the entries, then select 'generate multiple'.

Generate Compound - To generate the compound invoice of all the entries in bulk then select 'generate compound'. 

Once After generating the invoice, the corresponding entry will be removed from the "pending" page and will be displayed in the "invoice" page

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search Invoice

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Click on the plus icon at the top and select the type of invoice you want to generate that is cash invoice or sales invoice

In case of sales invoice, Select the existing customer or click on "Add Customer' to add a new customer​

Fill all the required customer and Invoice details 

Fill the product/service information, and to add items in bulk click on "Add Bulk Entries"

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Click on the Select Account to select a Cash or Bank account in which you are receiving the payment

Click on the more button if you want Create & Send or Create & Print the sales Invoice

Create & Send - for generate an invoice and promptly send it to a recipient

Create & Print - for generate an invoice and print it i​mmediately

For only generating the sales invoice click on the "Generate Sales" button

Click on the 'Generate Sales & Update A/c' if you have made any changes in the customer's details and would like to update it in the Master account directly

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Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search “Template”

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Select the option for which you want to customize the template

You can customize the template in 2 ways-

1. If you want to make a new template then click on "Add New" button or

2. If you want to edit in the default template click on the "Edit" button

The template is divided into 2 parts for editing-

1. Design- In which you can edit the logo, colour, fonts, printing settings

2. Content- It is further divided into 3 parts : You have to select the part from the template to edit its details

    Part-a. Header- Includes all the basic details related to the company

    Part-b.  Table- Includes all the details related to the product/ services

   Part-c.  Footer- Includes details related to the declaration, thankyou note, signature, etc.

Once you are done with the changes, to update the changes click on "Update Template" button

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search “Proforma”

Select the existing customer or click on "Add Customer' to add a new customer  

Fill all the necessary customer details

Click on “Other” option to add shipping details or adding any note

Click on the more button if you want Create & Send or Create & Print the proforma

Create & Send - for generate an proforma and promptly send it to a recipient

Create & Print - for generate an proforma and print it immediately

For only creating the proforma click on the "Create" button

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Search “Invoice”

Now click on the Invoice number and you can see the preview of it

Click on the Edit button  

Here you can edit the customer details

You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax   

Now click on the Update sales button

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

“Credit note”

Click on the Credit note number and you can see the preview of it 

Click on the Edit icon to edit the credit note  

Here you can edit the customer details

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You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax  

Now click on the Update credit note button  

Log in to your Giddh account.
To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

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Click on the Purchase bill number and you can see the preview of it   

Click on the edit icon for editing the Purchase Bill

Here you can edit the vendor's details and delivery address

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You can edit the Product/Service description like Quantity, Rate, Amount, Discount, Tax   

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To update the bill, click on the "Update Bill" button