Effortlessly Manage Your Documents with Our Invoice PDF Editor for Human Resources

Invoice pdf editor for Human Resources

hey everyone welcome back now I will walk to the inverse module this model there are multiple features such as customer customer po customer invoice vendor vendor Po and vendor invoice this model deals with the customer invoice and vendor invoices now I'll walk through the customer the customer section we have two options such as ADD customer and View Customer now I will walk through the add customer first I will create the customer as you can see that customer type in the in the customer type there are two types such as India and Foreigner this India is selected by default based on your company profile I'll select the India as you can see country building currency country code has been automatically by default it is selected based on your selections of customer type the native country customer GST and customer p is necessary as you can see it is showing the sample of the GST because I entered the wrong GST so it is uh showing the valid GST example observe that for the native country I'm providing the within the state GST I'll create another customer I'll make this customer as a foreigner observe that GST and P is not uped for the foreign customer new customers has been added I will now I will create the PO for those customers I will select the customer and also I will provide the PO value for them this PO value is uh beneficials in the in the time of creation of the uh invoice for this customer choose the attachment because attachment is required one po has been assigned to the customer I will create another PO for another customer 40 kpo Value the attachments 2p has been created for those customers now I will invoice them I will select the customer I can select uh any items for them infinite items can be also selected I'll Pro the SS number the quantity provided the exceeded amount to invoice for this customer it will show the warning I will show it within a minute can observe that this is the forign customer GP is a foreign customer so GSC is not applied for them I will set the PO number selecting the PO number is not mandatory but selecting the PO number is beneficial in sometimes as you can see because of amount exceeded it is showing the warning your invoice value is greater than po value total po value is 50,000 total invest value till date is 0 rupees cannot invest more than 50,000 so I will alter the amount one invoice has been added to customer now I will select the another customer you can see this is the same native customer within the state so SGS and CGS is applied if this customer is the same country but different state only the igst will be applied for them I will select the PO number invo has been added for those customers now I'll view the in customer invoices as you can see before for the viewing of as you can see here all the records have been uh displayed it here please note that before the view of the invoice letter verifying is not possible if you try to verify before viewing the letter it will show the warning like sorry invoice report has not yet been viewed so first view the letter and then verify the invoice as you can see the inverse letter has been displayed it here now I'll verify it you can observe the status currently it is verified now I will send the letter to the customer we can also add the additional email also has been sent we can observe the status change it to send after the customer has been uh after you received the amount from the customer then you can update the status payment here like uh you can update the payment received note that you can also alter the amount of an amount received and also TDS amount as this is the foreign customer TDs is not applied TDs is 10% of an bill amount I will not alter the amount I will update it you can see the status received I will alter the amount of the TDS for this customer rup [Music] L we can observe the received less status when the actual amount has been received from the customer then we can Rec consolate that in the Recon now section I am reconing it [Music] now changes to the payment status are not possible are sure want to proceed now we can observe that it is reconciled now I will move on to the customer P reconcilation here you can select the customer and also you can select the PO number related to that customer based on the search you can display you can get to know about the reconcillation amount complete invoices related to that customer you can also view in it in detail you'll get to know about complete record and complete history of that invo to related to those customer based on the V number selection now I'll move on to the customer invoice report here I can select the invoice based on the Range as you can see in this sections we will get to know about complete details of invoices of all the customer we will get to know about all these details in this section I can also watch it in the complete details and now I will move on to the vendor I'll create one of the vendor I'll make this as Indian customer but the difference state that I'll Pro the GS for another state V has been created I will create another vendor this v as forign observe that for the foreign vendor GST and P is not applied has been created now I will assign the pr for those vendors p number is auto selected attachment is not required I'll create another P for another customer for PS for those vendors has been created now I will approve it after the approval but please make sure before approv before the approval first view the letter after the approval I will send the p for those vendors VI has been sent to the those vendors now I will create the invoice for those vendors here I will select the vendor based on the vendor selection you can also select the PO number related to those vendor the invoice number the invoice base value as you can see this is the foreign customer so GST is not applied here attachment is required one invoice for the vendor has been created as you can see this is the same native country vendor but the different state vendor so igst is applied I set the PO I will Prov the invers number has been added to the vendor now I can view the invoice now I'll verify it now I'll update the P details I will update the less amount as you can see records has been displayed completely records has been displayed it here now I'll walk through the vendor P Reen selection based on the vendor selection and uh B is related number PO number I can search and I can view it in details as you can see it here I received 1,000 rup less so difference is 1,000 as you can see it has status is paid less here you can uh see the complete history of that vendors po related invo yeah that's it thank you