Creating an Invoice

Step-by-Step Guide to Billing

1. Tap Sales Invoices -> Generate Invoice on the dashboard.
2. Select Customer:
   • Choose an existing customer from your search directory OR
   • Enter a new customer’s Name and Phone Number.
3. Add Line Items:
   • Search items from your inventory dropdown.
   • Enter Quantity, Price, Discount %, or Jewelry Specifications (Purity, Gross Weight, Nett Weight, Stone Weight, Wastage, Making Charges).
4. Payment Terms:
   • Select Immediate Cash/UPI/Card Payment or move to Udhaar Ledger (Unpaid / Credit).
5. Invoice Print Preview:
   • Tap Generate & Record Invoice.
   • A high-contrast White Paper Document Sheet preview modal opens showing exact item breakups, taxes, UPI payment QR code, and business details.
   • Review and tap Yes, Save & Print or Cancel / Edit to make adjustments.