How to create an invoice?

You can create an invoice in BizPilot by going through the following steps

Click on the (+) plus sign at the top of the screen to begin invoice creation. 

Select Add a new invoice/ Record new sale. 

Choose the customer from the dropdown that displays your existing customers' lists. You can add a new customer if it is not on the list by clicking add a new customer at the bottom of the dropdown. 

Enter the billing and the shipping address in their respective slots.

 

Then, BizPilot will automatically give invoice date and number to the invoice.

Select the payment term or invoice date from the calendar, and the invoice number will be automatically generated.

(Note: You can use any future date to schedule the invoice.)

Turn on the GST inclusive rate toggle if the invoice includes the same; if not, turn it off. 

The next is the item; you can choose the item from the already existing list OR add a new item. You can also describe the item in the next section. This information will be displayed in the invoice preview. 

Select Add another item if you are making an invoice for multiple items. You can add as many items as you want.

To remove items added mistakenly from the invoice, click x at the right corner. 

BizPilot will display you the total credits available (if any), you can apply for these credits in the invoice, and the respective amount will be deducted from the total amount in the invoice. 

Add suitable billable expenses to charge for the amount you want to recover from the customer.  

You can attach the invoice of billable expenses by clicking on add attachment. You can select the correct invoice from your device and attach it to the one you are preparing. 

You can find this attachment in the invoice preview, and you can also download them. 

Click on eye button to view the billable expense.

At the bottom, you can find the amount sum, including taxes applicable to the respective transaction. 

Click save and create the invoice to finish making a new invoice. The pdf version of the invoice will be downloaded to your device. 

Click on Save and create an invoice

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