Direct Invoice Management Made Easy
The Direct Invoice module helps businesses issue sales invoices instantly, apply discounts, and track payment status efficiently.
How it works
How Direct Invoice Module Works?
Invoice Creation
Add a new invoice by selecting a customer, adding products, setting sale and due dates, and applying any discounts or adjustments.
Customer Assignment
Choose the correct customer from your list to ensure the invoice is recorded under the right account.
Discount & Adjustment
Apply custom discounts or additional charges as needed before finalizing the invoice.
Document Upload
Attach receipts or related files to each invoice for future reference and record-keeping.
Invoice Tracking
Filter invoices by customer, status, or date to stay updated on paid and unpaid transactions.
Questions
Frequently Asked Questions
What is the Direct Invoice module used for?
It’s used to create and track invoices for one-time direct sales.
Can I upload supporting documents with the invoice?
Yes, you can upload receipts, bills, or any related file while creating the invoice.
Can I apply discounts to a customer invoice?
Yes, you can apply both percentage-based and fixed-amount discounts.
How do I track invoice payment status?
Each invoice shows real-time status like Completed or Pending.