Differences

This shows you the differences between two versions of the page.

--- invoicing [2025/02/26 01:10] – yong
+++ invoicing [2025/02/26 03:21] (current) – [2.4 New Invoice] yong
@@ Line 3: / Line 3: @@
 ===== 1. Introduction =====
-This guide provides a comprehensive overview of managing invoicing processes efficiently and accurately. It outlines the essential steps for generating and managing invoices to ensure smooth financial operations. Follow the instructions in this guide to streamline your invoicing records, and maintain clear and organized billing information.
+This guide provides a  step-by-step instructions of managing invoicing processes efficiently and accurately. It outlines the essential steps for generating and managing invoices to ensure smooth financial operations. Follow the instructions in this guide to streamline your invoicing records, and maintain clear and organized billing information.
 ===== 2. Invoicing =====
-This section outlines the tools and features available for generating invoices correctly. From entering accurate client and payment details to formatting invoices professionally and setting appropriate payment terms, each step is designed to help you create clear, error-free invoices that facilitate timely payments and effective financial management.
+This section an overview of the tools and features available for generating invoices correctly. From entering accurate client and payment details to formatting invoices professionally and setting appropriate payment terms, each step is designed to help you create clear, error-free invoices that facilitate timely payments and effective financial management.
 ==== 2.1 New Consumption Tax Types ====
+Go to **Settings > Consumption Tax Types > New Consumption Tax Type > Fill in details > Add**
+Details include:
+  - Code
+  - Description
+  - Default Consumption Tax Rate (%)
-==== 2.2 New Products ====
+|   {{ :i1.png?nolink |}}  |
+==== 2.2. Add New Stock Group ====
+Go to **Settings > Product > Groups > New Stock Group > Fill in details > Add**
-==== 2.3 New Invoice ====
+Details include:
+  - Name
+  - Stock Group Code
+  - Remark Description
+|   {{:posstock.png?nolink|}}  |
+==== 2.3. Add New Item ====
+Go to** Settings > Product > Item >  New Product Item > Fill in details > Add**
+  * **Goods:** Physical items that can be owned and used.
+  * **Services:** Actions or activities performed to fulfil needs or desires.
+Details include:
+  - Choose either item is Good or Service
+  - Item Name ,Code & Cost Price
+  - Product Group
+  - Selling Price
+  - Item Barcode
+  - Remark
+  - Item Details
+  - Apply Tax amount created in Consumption Tax Types
+  - Whether to List this item for sale on POSERVA Point of Sale App ( If left unchecked , this item will still be available for selection when creating a new invoice )
+  - Choose a color for the text of the Item Name
+|  {{ :i2.png?nolink |}}  |
+|  {{:positem.png?nolink|}}  |
+==== 2.4 New Invoice ====
+Go to **Invoicing > New Invoice > Fill in details > Generate**
+|   {{ :i3.png?nolink |}}  |
+Details include:
+.Customer Information
+  * Name
+  * MyKad
+  * Tax Identification Number
+  * Phone no
+  * Email
+  * Address
+|   {{ :i4.png?nolink |}}  |
+.Invoice Line Item(s)
+Type Name of product added
+|   {{ :i5.png?nolink |}}  |
+After the invoice is generated, scroll to the bottom of the invoice and click on the **‘Pay’** button to proceed with the payment.
+|   {{ :i6.png?nolink |}}  |
+**Select Payment method > Click Comfirm Pay**
+|   {{ :i7.png?nolink |}}  |