The Packages Module allows you to create and manage packages for billing purposes. Follow the steps below to create a package efficiently.
Steps to Create a Package:
Access the Packages Module: Open the Packages Module and click on the “Add” button.
Fill Out the Required Fields: Complete all mandatory fields marked with an asterisk (*) to save the package.
Title: Enter a name for the package. Ensure it clearly identifies the package for billing purposes.
Cost: Specify the total cost of the package.
CGST, SGST, IGST: Enter the applicable tax rates (%) and the system will calculate the amounts.
Date: Select the date when the package is created or effective.
Documents (Optional): Use the Choose Files button to upload any relevant documents related to the package (e.g., terms and agreements).
Add Notes (Optional): Use the Notes field to include additional information, such as package terms, special conditions, or billing remarks.
Save the Package :
Click the Save button to finalize and save the package.
If you wish to discard changes, click the Close button.
Additional Notes
- Tax Details: Ensure that the correct tax rates (CGST, SGST, IGST) are applied based on your billing requirements.
- Document Uploads: Include any agreements or package descriptions to maintain comprehensive records.
- Package Name: Use clear and specific titles to avoid confusion during billing.
This module ensures the smooth creation and management of billing packages in the DAAI Business Suit!