Invoice creation¶
There are 5 ways to create an invoice
Create a new invoice¶
Creating a new invoice requires invoice number, Invoice Date, Currency & Mode of shipment.
Create Invoice by uploading PDF¶
Uploading an Invoice PDF for OCR Creates new invoice with OCR information from where you can copy paste the invoice information.
Create a new invoice By cloning existing invoice¶
Cloning an existing invoice will create a new invoice with the same data as the original invoice except Invoice items.
Upload Excel File to create a new invoice¶
Uploading an Excel file will create a new invoice with all the Items and buyer related information in DRAFT state.
Note
Creating an invoice with excel upload gives option to create shipment and link it to invoice automatically.
Convert Export/Sales order to invoice¶
Converting an Export Order to invoice creates new invoice with the same data as the original export order and link it automatically to export order.
