Invoice Dashboard

Overview

The Invoices Dashboard provides a comprehensive overview of all invoices made on a specific day. This page allows users to view, search, and analyze transactions at a glance. It serves as the main hub for monitoring and managing invoices records.

Key Features

1. Invoice Table

   • Displays a detailed list of all invoices.

   • Columns include: Products Quantity, Date, Bill Number, Customer Name, Invoice by, Payment Type, Amount Received, Balance Amount and Profit Amount

   • Users can sort and filter invoices by customer, bill number, invoice by, payment type and date.

2. Search and Filter Options

   • Quickly locate specific invoices using advanced search and filter tools.

   • Filter by customer, bill number, invoice by, payment type and date.

3. Export Invoices

   • Export the invoices report as a CSV file.

   • Print directly for record-keeping or sharing purposes.

4. Print Bills

   • Generate and print detailed invoices bills directly from the list.

   • Includes all necessary details such as products name, quantity, bill number, customer name, tax, total amount, and balance amount.

   • You can print the separate bills for all invoices

5. Navigation to Create Invoice

   • A prominent New Invoice button redirects users to the form page for adding new invoices transactions.

New Invoice Creation

Overview

The New Invoice page is designed for quick and efficient entry of invoices transactions. It features an intuitive form to capture all necessary details of a invoice, ensuring accuracy and completeness.

Key Features

Invoice Entry Form

• Invoice Date
• Invoice By
• Due Date
• Customer Name (After selecting a customer, the previously pending amounts from that customer are shown below the field.)
• Products Name
  • Quantity
  • Purchase Cost
  • Sale Price
  • Tax
• Loading, UnLoading and Transport Charge
• Tax
• Discount

• Round Off (You can round off the total amount by selecting increase or decrease)

• Payment Type
• Amount Received
• Notes

• Users can enter and save details easily with real-time validation for required fields.



1. Automatic Tax Calculation

   • Automatically calculates the separate tax amount based on products and quantity

   • Displays the sum of tax amount for calculating total amount.

2. Calculation Assistance

   • Automatically calculates the total amount based on product count and price, loading charges, transport charges and discount.

   • You can round off the total amount by selecting increase or decrease.

   • Displays the balance amount (if any) after entering the paid amount.

   • If there is a pending amount, it will be displayed in the Pending Bills list on the Dashboard and in the customer View.

   • If you add an extra amount to the invoice, it will be recorded as a customer transaction. This extra amount will be shown as the balance amount (extra amount received from the customer) in customer view.

3. User-Friendly Design

   • Organized layout for quick data entry.

   • Dropdowns and auto-suggestions for fields like Product Name and Customer Name.

   • Also you can create invoice by scanning the product QR Code.

4. Save and Redirect

   • Save invoices details with a single click.

   • Redirects back to the Invoices Dashboard for immediate verification of the new entry.

5. Edit or Update Records

   • Option to edit the invoice details in case of errors or updates.

   • If there is a balance amount, an option is provided to add the remaining amount seamlessly.

   • Changes are reflected instantly across the system.

Overall Features of the Invoices Module

Comprehensive Invoice Management

• Record and maintain details of all invoices transactions, including product name, date, bill number, customer name, amount received, and balance amount.

• Centralized system to store and manage invoices data for easy access and analysis.

Automated Calculations

• Automatically calculate total invoices amount, discount, amount received, balance amounts, and profit amount

• Reduces manual errors and speeds up transaction processing.

Print Bills

• Generate and print detailed invoices bills directly from the list with selected bill Templates.

• Includes all necessary details such as products name, quantity, bill number, customer name, tax, total amount, payment status, and balance amount.

• You can print the separate bills for all invoices




Seamless Data Export

• Export invoices data in CSV formats for reporting, record-keeping, or sharing with stakeholders.

Real-Time Insights

• View and analyze invoices performance at a glance on the Dashboard.

• Track cash flow and balance amounts to ensure smooth financial operations.

• Generate daily, weekly, or monthly invoices reports.

• Gain insights into top-selling products, customer trends, and overall revenue.