Go to ledger/Create a bill (record)

You can navigate to the vendor’s ledger page, create an invoice, and send them SMS and email from this page.

To perform any of these actions, do the following:

  1. On the Vendor page, locate the vendor you want to make changes to. If necessary, use the filter options (search, sort, etc.) to find them. 

  2. Hover the cursor over their row. A context menu (the three dots) appears on screen. Click on it.

  1. Now you can:

  • Go to ledger: Clicking on this option takes you to the vendor’s ledger page. It opens in a new window.
  • Generate Invoice: Clicking on this takes you to the new record / bill entry form. Enter the details and generate the record. If the record already exists, a message in this regard is shown on screen.