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Billing

Create credit bills

Build a credit invoice and annexure at Billing → Create Credit Bills.

Billing → Create Credit Bills (/billing/credit) bills a credit customer for a period. Edit uses ?invoiceId=.

Who can open it: users granted Create Credit Bills.

Create a credit bill

Pick client and period

Choose the credit customer, billing company, bank, and date range. Invoice number fills from customization once orders exist in that period.

Confirm orders

The form lists that customer’s unbilled (or period) orders. Amounts stay locked until those orders exist.

GST and annexure

GST type (if the company bills GST). Include Annexure uses the annexure template. If that template has a RECEIVER column, a nested Show Receiver switch appears (on by default with annexure).

Preview, generate, email

Preview the invoice. Save / generate, then email or print. On edit, client, period, number, and payments stay locked.

If something goes wrong

  • “Available once the selected client has orders in the billing period”: pick a range that contains bookings.
  • RECEIVER missing on print: Show Receiver is off, or the template has no RECEIVER column.
  • Bill To missing on annexure: the annexure template’s Show Bill To is off.

Annexure template

Billing history

Create cash bills

Build a cash invoice at Billing → Create Cash Bills.

Billing history

Find, print, pay, email, and delete invoices at Billing → Billing History.

Create a credit bill
Pick client and period
Confirm orders
GST and annexure
Preview, generate, email
If something goes wrong