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Phone billing format for client pdf for HighTech

hello and welcome back today we are going to create a new invoice so firstly the screen you can see right now is called as dashboard and for creating any other document you need to first add up a product which you have already seen in our previous video so to create an invoice our dashboard has a shortcut which is this you can click right over here and you would be able to create invoice or else you can go to save and then click on new invoice all right so let's assume that today we are creating a non-gst invoice so if you want to create a gst or non-gst invoice you can always change it from here and then the second option you see here is the invoice number which you can customize it which you can edit it so let me customize it to zero zero one and then the date date can be a back date or can be a future date it will automatically take a present date which is going on with your calendar however if you want to re-change it you can do that then we have option of place of supply wherever you are supplying the product or wherever the client stays and there you are delivering the product you can change the state ingly then we have two options here one says cash account another one say client account cash account means that the transaction or the document which you are generating right now is going to settle there and there they are going to pay uh the bill in cash and it is going to settle right now but if you see in client account client account is something for people who give product in credit so let's assume that i run a general store and there are a lot of clients who come monthly and they give me monthly credit over there so what i'm going to do is i am going to create a client so for creating a client there's a different option on the dashboard here you can see from here they can create up a client and then in the drop down list they can find the name of blind let's assume it's uh this client so as soon as i go to drop down and select the client name i can see client name i can see contact number i can see the address which is mentioned let's take it as also i can edit it anytime all right so if there's a dhca in for the client you can add that too now there's an option of sold by this sold by particularly says that if uh there's a staff who is making a bill and you want to give commission over that bill so that option is for it so let's take sam is my stuff now how to add up a stock on the dashboard you will find a different option just below the client that this is a particular option to create a stuff moving forward you see there are two options here first one say item tag and second one say item code both are there to fetch up your product so if you have already mentioned barcode while adding a product you can mention the barcode here you can scan a barcode here and then just click on enter and your item would be added or if you have given an item code for a particular product you can mention that enter it and it would be here or else ignoring this you can just mention item name so you write any initial and i have just mentioned s and all the items which i which have s in it would be displayed in the drop down so let's take an example of high tech build soft all right so now the unit currently default unit which is being selected is numbers if i want to change it i can quantity let's take one but if someone needs to change it to three or four they can do that too sale price uh if you want to change the sale price yes you can do that at the time of billing so let's take this and then if there's a particular discount which is applicable on the product you can mention that you see there are two calculator just above one is there uh just beside sale price it is a calculator which will help you to min all right and the second one is there to help you with the discount so i go here if uh this particular box is to give discount on purchasing basis if i only know that i wanted to give 10 rupees more discount i'll click i'll mention 10 rupees here and then enter so it will automatically calculate it in percentile and add it up that's that this this space is particularly for description so if there is any description related to the product and you wanted to add it you can add it here a barcode which is there and you want it there to be printed just click here and manually enter it there's a plus icon which you need to click on it to add the product in invoice or else you can click or use a shortcut which is ctrl a okay so now it is added if i want to edit anything i can just go to edit particularly and here you can see i can edit if i want to remove this there you go if i want to change the price over here i can do that too save okay now on this corner you see there are three check box the very first check box says apply discount so if i if there are let's assume there are three or four or more than 10 products in a same invoice and i wanted to give two two percent discount on every product what i'll do i'll directly go to apply discount put to here and then discount would be applicable in all the products which i have added in invoice now the second option the second check box is add a reference if there's a reference number it could be a po number dm number or inquiry number or e-way bill number which you wanted to add up in a invoice you can mention it here and then it would be reflecting then the third option says add shipping if there's a shipping charge which you are going to applicable in your invoice please mention it over here you see there are these small small icons the very first icon says reminder if you want to add a reminder on the same invoice you can add it here if this would be a gst calculator if you want to settle up the sale price you can do it here so there is this two option here add and remove gst ingly you can use the calculator then this option of hold invoice and search invoice so if you want to hold an invoice you can just click on it whichever item or whichever uh services you have added till now would be on hold and i'll give you example let's hold this invoice all right and now i wanted to search my old invoice there are three four invoices which i have kept on hold and now the person is standing right front of me and is asking for a bill what i'll do is i'll go to this search bar okay now you can see all the invoices which i've made and hold i will click on the very first one because that client is in front of me and i will print the invoice then you see reset all form values so if there is one client and he has added three four product in the list and now he's refusing to pay or he's saying no no that's all right i don't want to buy it from now so what i'll do is i'll just click on reset and i'll restart billing with another client all right okay so now you can see there are two more boxes here the very first says delivery term and the second one says remark so here it is mentioned remarks and private use that means it is not going to print whatever you mention here it is not going to be printed in your document now for the delivery terms it could be anything it could be this particular delivery will take two or three days anything which you wanted to be printed and to be shown to your client like that if you want to mention it you can type it over here or else it is optional box now you see payment details over here date can be edited here it could be back it could be in future it's up to you now the mode can be changed mode could be cash check card payment whichever mode is being used to complete the transaction so uh as we have already selected client account it can show us balance but if it is selected in cash account it's need to be settled then and there there is no option of crediting in cash account if you wanted to give credit to any client you need to make a billion client account all right so i have selected mobile wallet given the transaction id and then the amount which needs to be paid so there are two options here save and save and print for save you can use the shortcut of control s for save and print you can use the shortcut of control p okay [Music] all right now we have a printed like a perfect print review which is going to be there for us so the first option you see here is the icon of print you click on it and it would be printed copies how many copies do you want right now two three ingly available printer if the printer you wanted to check if you have three or four printer and you wanted to check which one is currently connected with the system you can check it from here templates we have a variety of templates it could be trend and classic so you can select one of each after that you can see the option of print type so currently by default it has been selected as original you can see here it is mentioned as original copy if you want to change it to duplicate you can select duplicate here or else if it's extra copy or if for a triplicate it's for a transporter you can select ingly print acknowledgement okay okay all right if this is the acknowledgement which should be printed then you have four more icons here the very first icon says pdf if you want this build to be there in pdf format clicker or click over here then this one is specifically to mailing them mailing a client so you can click here and get this bill in your email and mail it to a client directly sms if you want to send a sms onto this on the same number you can send it whatsapp if you have internet connection and you want to whatsapp this file you can do that now you see this highlighted text edit company name address contact gstn as soon as we click on here you will find all the company details which you have already mentioned and you want them to be there in your invoice now you can also add company logo and company signature over here which is going to be printed okay i will save this up all right and here you can see my company details which are there that's that just click on the print icon and you will be getting a sale invoice so this was particularly a non-gst invoice we'll do the same if you wanted to make a gst invoice that's it for today thank you for joining in have a good day