Creating an invoice manually in the DAAI Business Suit is simple. Follow these steps:
- Select Project and Dates:
Project: Choose the relevant project from the dropdown.
Invoice Date: Enter the date for the invoice.
Due Date: Set the payment due date.
- Add Billing Items: Click Add Billing Item:
Fill in the following fields for each item:
Type: Select the type of item (e.g., Service, Product).
Title: Choose the item description from the dropdown.
HSN Code: Enter the HSN (if applicable).
Net Amount: Add the item’s amount before taxes.
The system will automatically calculate CGST, SGST, and IGST based on the entered amount.
- Attach Documents (Optional):
Use the Choose Files button to upload any related documents.
- Add Notes (Optional):
Enter any special instructions or details in the Notes section.
- Save the Invoice:
Click the Save button to finalize and create the invoice.
- Cancel the Invoice (If Required):
If needed, click Cancel Invoice to delete the current invoice. But Once you have created the receipts for the particular invoice that invoice should not be cancelled.
Additional Notes:
- Mandatory Fields: Fields marked with a red asterisk (*) must be filled in before saving.
- Tax Calculations: Ensure the tax percentages (CGST, SGST, IGST) are set up correctly in the system for accurate calculations.
- Multiple Items: You can add multiple billing items using the Add Billing Item button to include all services/products in one invoice.
- Document Upload: Uploaded documents should meet the file size and format requirements. Contact your admin if you face any issues.
- Invoice Review: Double-check all details (dates, amounts, taxes) before saving to avoid errors.
- Invoice List: All saved invoices can be viewed, edited, or downloaded from the invoice list in the system.
- Canceling: Canceling an invoice is irreversible. Use the Cancel Invoice button cautiously.