Hi, this post is the continued part (Part 3) of Service Invoicing in Saral which covers the Transaction creation in Service Invoicing Module. Previously, we have covered the following:
To begin with, After the creation of Transaction formats, the different transactions can be viewed in the Transactions section of the module.
Now, we can start creating the transaction. Here, we have created transactions of Service Quotation, Service Order, Service Invoice, Service Receipt, Service Debit/Credit Note with basic information’s.
To start with Service Quotation, click on the Service Quotation icon. The format will be auto-selected depending on the configuration done in Transaction formats. Enter the required details and save the transaction.
Next, we will go for Service Order. Here, select the customer and click on From – From Quotation.
This option can be used only if the format of Service Quotation, Service Order and Service Invoice are same.
In the window, select the quotation for which the order is received and add the same.
On addition, the details will be taken for order screen. Here, the same can be saved or if required to change, change and save the details.
Any updates made in Service order will be updated to the relevant Quotation too.
Similar to Service Order, Service Invoice can also be created. Here, the option is given to create from Quotation as well as Service Order.
After the details are added, the service invoice will be created. The invoice can be mailed to the customer, in case of email configuration is made.
In case, Payment mode is select as Cash, then a receipt for such invoice can be generated by clicking on Auto Receipt.
To generate a receipt for a customer, click on Receipt option. In the screen, select the customer and the balance against the customer will be displayed. Enter the amount of receipt and select the bill against which it is being received. If any TDS or Write off is done, enter the same in the relevant fields. With this, enter the payment type information (Cheque/DD/NEFT) and save the receipt.
Similarly, enter the Debit Note and Credit note is available.
Finally, This completes the process of entering Transactions in Service Invoicing module of Saral.