Can I create an Invoice from a Product?

Yes, you can create an Invoice from a Product.

Follow these steps to generate an Invoice:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Inventory > Products. The Products page opens.
4. Select and click to open a record. The record Summary View opens.
5. Click More.
6. Go to the Add or Link section.
7. Select Invoices. A Creating Invoice window opens.
8. Enter or select the following information:
   1. Invoice Details: Enter general information about the quote, such as quote number, date, and status.
   2. Item Details: Enter products or services being quoted, along with quantities and prices.
   3. Address Details: Enter the billing and shipping addresses for the quote.
   4. Terms & Conditions: Define payment terms, validity, and other conditions related to the quote.
   5. Description Details: Enter any additional notes or descriptions relevant to the quote.
   6. Tally Information: Enter accounting details synced with Tally.
   7. e-Invoice Details: Enter information related to the electronic invoice generated for compliance.
   8. e-WayBill Details: Enter information about the e-Way Bill required for goods transportation.
9. Click Save.

To learn more about Product Details and Related Actions, click here.