Let’s see how to set up Taxes in Envoici for other Taxes. 1) Go to Accounting > Taxes 2) Click on New Tax to add a new tax rate if applicable. 3) Please fill out the details. 4) Filing frequency: Select the option from the drop-down namely Monthly, Quarterly, Half Yearly or Yearly. 5) Tax …
Please follow the steps :1) Settings > Invoice > Templates You need to select the Retail template to get the Authorized Signatory option on the Invoice. Select and Save. The Invoice is ready to use.
Go to Income > Customers On the right side, you will see an Action Button. Click on Action and you will get two options:1) Edit: This allows you to add or change customer information.2) Delete: This option allows you to delete a customer.
A delivery challan is issued to acknowledge the delivery of goods to a party; it will result in decreasing the inventory stock. Once the party has acknowledged receipt of items the next step would be to issue an invoice. Step 1: Please go to Income > Sales Order Step 2: Select the Sales Order for …
Please go to: Items > Products/ Services. You will see following screen. You can see all the products listed. Click on the product name that you want to delete. You will get a delete button on the top right. Click on delete to remove the product. Note: For deleting any Product/Service, first you need to …
To see Customer Statement please go to Invoices > Customers 1) You will see the screen with all your customers listed. You can also create new Customers through +New Customer. 2) Click on the Customer Name to see their statement. 3) The Customer screen showing the Customer Name, Email, Website, Billing & Shipping Information, Tax …
It can be done via following steps: Go to Profile > Settings > Invoices. Click on Other Settings Option. You will get the below screen. You can use the “Terms and Conditions” box to print any static data to be printed on each invoice. Kindly enter your Bank Account Details such as Bank Name, Account …
Let’s see how to apply discount on an Invoice. There are two ways you can apply discount on an invoice: Case 1 – Discount to a specific product: Go to Income > Invoice Apply Discount in Percentage in that product row. Case 2 – If you want to apply an overall discount/deduction to the Invoice: …
Advance from customer is a liability account, in which is stored all payments from customers for goods or services that have not yet been delivered. Once the related goods or services have been delivered, the amount in this account is shifted to a revenue account. There are two types of payment received from customers, namely, …
How to record advances from Customers in Envoici Read More »
There are two ways to settle accounts in Envoici 1. Setting invoice through payment 2. Settle it through expense accounts. Case 1: Setting invoice through payment Go to Income > Invoices Step 1: Click on the Invoice for which you want to settle the payment. Step 2: Click on the Add Payment option on the top …
How to settle or write off invoice payments in Envoici Read More »
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