Invoice Journal Setting

Specify the right journal for the invoices.

Manage Payment Instructions

You can define wire trnasfer details for the overseaes invoices. Go to Accounting --> Configuration--> Payment Swift Details. Create as many entries as you want depending your trading currency and correspondant banks.

Product HSN/SAC code for GST compliance

If your business is based out of India, you need to configure the HSN/SAC code for your product. Navigate to the Customer --> product menu. Specify HSN/SAC code, description and save.

Setting income account

Go to Accounting --> Receivable section on product screen. Set the income account to be used for the product.

Project product configuration

Invoice is generated based on the product specified on timesheet entries. You can configure products at project level. User can choose any of these products in timesheet. If user doesn't select any product, it will pick the first product specified in the list. Once a product is specified by a user in timesheet entry, for subsequent time entries, the selected product is used.

Customer configuration

Set GST treatment, currency, payment/wire instruction (Payment swift detail) and payment terms in customer screen. Make sure you create customer in company in which you want to generate the invoice.

Customer configuration

Make sure you have configured account payable, account receivable and taxes.

Change Product of Timesheet

Everyone like adjustments!! Be it a wrong product set by the employee while filling the timesheet or a new product. Utilize the bulk update feature, modify the product in multiple time entries at once.

Change product Pop up box

The system will display a comprehensive list of all products that have been added and configured within the project configuration.

Change Product Validation

If you select timesheets from different projects, the system will show a warning to let you know that you can't change them together. This is to prevent any mix-up of data between different projects and to keep everything organized.

Approve Timesheet

Upon selecting this option, the system will proceed to approve all the timesheets that have been chosen.

Generate invoice Pop up

Upon clicking the "Generate Invoice" option under the customer menu, a pop-up will appear. Fill in the requisite details, including Invoice name, Project, Client, Recipient bank, Invoice line type, Date Format and, Discount specifics. After providing the necessary information, click on the "Pricing Detail" button to next step.

Pricing Detail as per Empoyee

The pricing information displayed here is based on selected 'Invoice Line Type'. Opting for the "Employee Wise" option triggers the presentation of invoicing data that is grouped by employees. It will allow you to enter hourly price for the employee. Once you set and genearte the invoice, it will remember the pricing for the subsequent invoices.

Pricing detail as per Product

When the "Product Wise" option is selected, the system calculates and presents the invoicing data based on individual products.

Invoice Outcome

Below is an exemplary invoice generated following the completion of the designated process, providing a breakdown of billed items, pricing details, and any applicable taxes or discounts.

Free Support

We will provide free support for any issues,queries and bug fixing
upto 90 days from the date of purchase of this application.