Sales Invoice Widgets

Article sections

    Details

    Field name Description
    Invoiced Amount Displays the amount of money the seller needs to pay the buyer
    Paid Amount Displays the amount paid
    Clearance Amount Displays the amount of the unconfirmed receipts for the invoices
    Due Amount The pending amount or due amount on an invoice

    Details

    This section contains the basic details about the invoice

    Field name Description
    Invoice No The invoice number of the order
    Placed On Displays the date on which the invoice is placed or created
    Due Date Displays the due date or last date the payment needs to be made
    Order No The order number for which the invoice is raised
    Ref No Displays the reference number for the invoice
    Ref Date Displays the reference date for the invoice
    DC No The Delivery Challan number for the invoice is displayed
    LoB The LoB (Line of Business) segment of the order
    Payment Type Displays the type or mode of payment for the invoice like cash, credit, cheque etc..
    Payment Term Displays the payment term for the invoice that is the valid period of time before the payment needs to be made
    Sale By The name of the seller (Sales Executive) is displayed

    Items

    Field Description
    Pieces When users enable “pieces” users can provide item details in pieces.
    Quantity When users enable “quantity” users can provide item details with quantity.
    Item Name Name of the item
    Cartons Default quantity item quantity can be viewed in cartons

    Invoice Value Summary 

    Field name Description
    Gross Amount The total amount with Taxes is shown here.
    Assbl. Amount The assess-able amount on the invoice.
    Discount The total discount value given on the item.

    The “Discount on Items” value is loaded automatically.

    Tax amount The tax amount after GST is added.
    TCS Amount The TCS amount applied.
    Adjustment Adjustments made from the wallets.
    Net Total The total amount of the items.

    Tax details

    This section contains the tax amount added of the invoice.

     Billing and shipping address

    Field name Description
    Bill To Billing Address
    Ship To Shipping address (shipment destination address)
    Bill From Seller Address
    Ship From From Address of main branch from where shipment is going to ship

    Transactions

    Field name Description
    Adjusted From Displays the details of the amount that is adjusted from the invoice
    Adjusted To The details of the amount that is adjusted to the invoice
    Connect GRN Displays the Dc Number for the invoice

    E-Invoice

    An E-invoice is an electronically delivered invoice in a specified standardized format. E-invoices contain invoice data in a structured form and can be automatically imported into the buying organization’s accounts payable system.

    Invoice No The invoice number of the order
    IRN (Invoice Reference Number) Displays the Invoice Reference Number (IRN) is a unique number generated by the Invoice Registration Portal (IRP) using a hash generation algorithm, under the e-invoicing system.
    Ack No Displays the acknowledgement number of the order. Acknowledgement number is a unique series of digits that is provided by the Indian government once the quarterly returns are filed
    Ack Date The acknowledgement date on the invoice
    Signed Invoice The signed invoice an invoice is generally considered a one-sided agreement until the client has signed it
    Signed QR Code The signed QR of the invoice is displayed
    Cancel Date The cancellation date of the order
    E-Invoice Status The status of the E-invoice
    e-Invoice Log This widget shows the log entries of the E-invoices created
    Print Preview By clicking on the print icon, the user can print the invoice
    Sales Invoice -Digital Signature Displays the types of invoice format from the list. A digital signature is a validation to the authenticity of the documents sent by you to your customers.
    Is System Locked? User can click on the Toggle to select ‘lock system’ to lock the system, so that only the user can have access to it

     

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