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We are pleased to introduce the new Quick Invoice feature, designed to optimise your invoicing procedures and save time. This feature enables rapid invoice generation with minimal effort, making it ideal for efficient invoice creation without extensive personalisation.
Munim’s quick invoice feature allows creating sales invoices without first creating a customer account. The process is easy. The invoice is ready for printing once the customer name and product information are entered on the Create Sales Invoice page. A customer account will be created automatically upon successful generation.
If you know the customer’s GST number, the quick invoice creation is simplified. Entering the GST number on the create sales invoice page will auto-fetch client details: name, state, city, address 1, address 2, and pincode.
Follow the steps below for a quick invoice
- Go to the Sales module and click on the Sales Invoice option in the left sidebar menu.
- Here, click on the Create Invoice button or press the Alt+N key.
- While on the Create New Sales Invoice page,
- Write the customer’s name in the first Select Customer field. Drop-down list showing matching customer names
- If the customer is new and not on this list, then just write the Customer’s name. It will create a new customer automatically.
- Also, you can move to the GSTIN/UIN field. If you have a GSTIN/UIN number, then add the GST number; it will fetch all data from the GST portal and create a new customer.
- Now select the product details and click on the “Save” button to create an invoice.
This demonstrates how you can generate invoices quickly and efficiently with Munim. Begin creating quick and efficient invoices today with Munim!
For any further assistance with Quick Invoices, please contact our support team.
