Invoicing
- 1. Introduction
- 2. Invoicing

Invoicing

1. Introduction

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 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. Add New Stock Group

Go to Settings > Product > Groups > New Stock Group > Fill in details > Add

Details include:

Name
Stock Group Code
Remark Description

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