Transcript

Creating sales invoices is one of the most important parts of running any business. With Vyapar, you can make invoices in minutes, share them with customers, and keep proper records for smooth cash flow. Let’s see how you can create a Sales Invoice in just a few simple steps.

Step 1: Open Invoice Form
Open the Vyapar App and go to Sales → Create Invoice. You can also use the “+” shortcut to start quickly.

Step 2: Add Customer
Select your customer from the list. If it’s a new customer, type the name to create one, and enter details like phone and address.

Step 3: Enter Invoice Info
Check or edit the invoice number, date, and place of supply. Vyapar auto-fills these, but you can update them if needed.

Step 4: Add Items
Select items and fill in details like quantity, unit price, discount, and total amount. Add as many products as required in a single invoice.

Step 5: Add Payment & Extra Details
Choose payment type (cash, bank, UPI, etc.). Add shipping or packaging charges, round off amounts, or attach files and notes if required.

Step 6: Save, Share & Track Reports
Click Save to generate the invoice. You can print it, download a PDF, or share it with customers. Later, go to Reports → Sales Report to track daily, weekly, monthly, or yearly sales. Vyapar also provides graphical reports for better analysis.

With Vyapar, creating and managing invoices is quick and hassle-free. From adding customer details to tracking sales reports, everything is available in one app. Start using Vyapar today to make billing easier and keep your business records accurate.

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