Go to All Modules and select Sales or Cash Invoice. (Or, press Ctrl/Cmmnd+G, G and search.)
In the entry form provide the following information:
Invoice Type: You can change the invoice type from here.
Customer Name: Enter the name of the customer (or a few letters of it) and select from the list. Only the registered customers show here. If you do not remember the name, enter any letter, and then click on their name. (For a Cash invoice, you just have to provide a customer name. You don’t have to add them to Giddh.)
Balance Due: This is the amount net due on the customer after adjusting advance payments.
Billing and Shipping Address: Both come prefilled from the customer’s profile. You can change the Shipping Address though.
Attention To: The person to whom the invoice will be addressed.
Email Id and Mobile Number: The invoice is emailed to the address you enter here; a text message is also sent if you have configured the option.
Warehouse: Choose the warehouse for shipping the product. The default warehouse of the company comes prefilled here.
Invoice #: This is the invoice number. It can be auto generated or custom one as per the settings of Custom Invoice field at Invoice Management > Settings > Invoice page.
Invoice Date: It can be either the date of creation of invoice or any other date chosen by you from the date picker.
Due Date: The date by which the customer is requested to make the payment. If the invoice status is not updated after this date, its status shows as overdue.
Product / Service description
Pick items from the inventory or enter new ones here. If the items are picked from inventory, the rate and total are filled automatically; otherwise you must enter them. Other details you must provide here include:
Qty/Unit: Number of units of the product. Leave it empty for services.
Rate: Cost per unit.
Amount: It is the invoice amount before taxes and discounts.
Discount: Apply by absolute value (amount) or percent.
Tax: Choose from the options created in the Tax module.
Total: Calculated automatically (includes discounts and taxes).
Add New Line: To add more individual items, click on the Add New Line button.
Add Bulk Entries:To add multiple items from the inventory, click on the Add Bulk Entries button and pick the items from the popup form.
Other details: It is shipping related information like date, agent, tracking number, etc.
Deposit: This is the advance deposited by the customer.
Create Invoice: Now you can generate an invoice by choosing ay of the following options:
Clear: It removed all information entered in the invoice form.
Generate Sales and Update A/c: Invoice will be generated along with updating the changes made in contact/address information to customer’s profile.
Generate Sales: The invoice will be generated (email/sms will be sent as per options set at Invoice Management > Settings > Invoice).
Create and Send: Invoice will be generated and emailed to the customer.
Create and Print: Invoice will be generated and made available for printing from your computer.
Create and Recurring: This will create a current invoice and schedule future ones. You will be asked for the Start Date and End Date for the schedule. There is also an option for ‘Never Expire’. Choose an interval for the recurring invoice from five options - weekly, monthly, quarterly, half-yearly and yearly.