3811 views Overview
The Quick Invoice feature allows you to create a Sales Invoice without first creating a customer account manually.
Key Benefits
- No need to create a customer before invoicing
- Customer account is created automatically
- Customer details can be fetched using GSTIN/UIN
- Faster invoice generation process
How Quick Invoice Works
When creating a Sales Invoice, simply enter customer and product details. If the customer does not exist, the customer account automatically gets created when the invoice is saved.
Create a Quick Invoice
Step 1: Open Sales Invoice
- Go to the Sales module.
- Click Sales Invoice.
- Click Create Invoice or press Alt + N.
Step 2: Enter Customer Details
- Enter the customer’s name in the Select Customer field.
- If the customer does not exist, simply enter the name.
_Note: A new customer account will be created automatically when the invoice is saved.
Step 3: Enter GSTIN/UIN (Optional)
- Enter the GST number in the GSTIN/UIN field.
- Customer details will be fetched automatically.
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Step 4: Add Product Details
- Select products or services.
- Enter quantity and pricing details.
Step 5: Save the Invoice
Click Save to generate the invoice.
Important Notes
- Customer creation is automatic for new customers.
- GST details can be fetched using a valid GSTIN/UIN.
- Verify invoice details before saving.
Result
- Sales Invoice is created successfully.
- Customer account is created automatically (if required).
Need Assistance?
For any assistance with Quick Invoice, please contact the support team.
