Create Invoice

Creating a sales invoice is very simple. It requires adding a customer and adding the products. That is all it takes.

How to create Invoice / bill using Veepan ERP

Steps to create an Invoice

1. Go to Left Menu -> Invoices

2. At top App Bar, click on Add icon, and select Sales Invoice.

3. On the new page, add Invoice Date.

4. In Customer section, add customer details.

   • If the customer is already added to database, Search for your customer and add to the invoice.

   • If the customer is new, click on New Customer checkbox and add customer details like name, company name, gstin number (if any), contact, address, state, etc.

5. In Items section, add product / service details.

   • If the product / service is already in database, Search for your product / services and add it to the invoice.

   • If the product / service is new, click on Add Item icon, and add item details like Item name, Description, HSN / SAC, GST, Quantity, Rate ( Including tax or Rate before tax), etc.

6. Click on Update.

Using the above steps, the new invoice is successfully created.

Review and Approve the Invoice

If the Invoice details are correct, meaning the customer and product entries are correct, click on Review and Approve.

Before Approving the invoice, it can be deleted.

Once the Invoice is approved, it can not be deleted, but YES it can be cancelled.

After Invoice is Approved, the Invoice Number is generated.