Purchase/Sale Invoice

Invoices are legally binding document between customer and supplier about price, quantity and payment conditions. GNUKhata supports generation of Sales Invoice and Purchase Invoice.

GNUKhata supports GST, VAT and CESS in the invoice. Corresponding tax value will be auto calculated for each taxes. GNUKhata also supports adding E-Way bill to the invoice. Discounts can be added per item (excluding tax).

Invoice related documents can be attached and uploaded as JPG, PNG images.

Screenshot

Creating purchase invoice

  1. Go to Purchase Invoices under Purchase section
  2. Click on create (+) button at top of list
  3. Select customer/supplier in Seller Details section, click on the (+) button to add new customer/supplier.
  4. Update customer/supplier details if required using edit button.
  5. Update Invoice Details section. Invoice number will be auto-generated and is editable. Place of supply and from godown are mandatory. GST nature (IGST, CGST, SGST) will be auto adjusted as with respect to place of supply.
  6. Use shipping address as same as organization address given in Organization Profile by keeping the Use Organisation Address switch button on or turn it off to update shipping address in the Shipping Details section.
  7. If you enabled gst and vat through Organization Profile, select between GST and VAT, default is GST.
  8. Create item(s) for purchase if you haven't already and add item(s) to item list, refer Products and Services.
  9. Select quantity and product discount.
  10. Click on the "-" icon on right if you want to remove an item from the list.
  11. Click on the Round Off Total Value button if you want to round off the grand total and select payment details. If the mode of receipt/payment is bank, add account number and IFSC. Clicking on the search button next to the IFSC code will verify the same and can be used to autofill bank name and branch.
  12. You can add payments in the Payment Details section, you can pay partial amount or full amount.
  13. Update Transport Details, a Delivery Note will be auto generated with respect to the invoice. Specify if it is reverse charged.
  14. Add comments in the Invoice Comments section.
  15. Attach relevant documents (support only JPEG, JPG, or PNG images) in the Attachments section, the uploaded images will be shown in the Attachments section. you can remove the uploaded image by clicking on the trash icon.
  16. Click Reset if you want to reset the Invoice form and start over.
  17. Click Save and select ok to generate invoice, or click Cancel to cancel the invoice creation.
  18. Invoice preview will be shown on successful invoice generation. Click on vouchers to see the transaction details.
  19. Use print button on top right to print the invoice (Original, Duplicate or Triplicate) and close button to close the preview.
  20. Click Back button to go back to the invoice list.

Creating sales invoice

  1. Go to Sales Invoices under Sales section
  2. Click on create (+) button at top of list
  3. Select customer/supplier in Seller Details section, click on the (+) button to add new customer/supplier.
  4. Update customer/supplier details if required using edit button.
  5. Update Invoice Details section. Invoice number will be auto-generated and is editable. Place of supply and from godown are mandatory. GST nature (IGST, CGST, SGST) will be auto adjusted as with respect to place of supply.
  6. Use shipping address as same as organization address given in Organization Profile by keeping the Use Organisation Address switch button on or turn it off to update shipping address in the Shipping Details section.
  7. If you enabled gst and vat through Organization Profile, select between GST and VAT, default is GST.
  8. Create item(s) for purchase if you haven't already and add item(s) to item list, refer Products and Services.
  9. Select quantity and product discount.
  10. Click on the "-" icon on right if you want to remove an item from the list.
  11. Click on the Round Off Total Value button if you want to round off the grand total and select payment details. If the mode of receipt/payment is bank, add account number and IFSC. Clicking on the search button next to the IFSC code will verify the same and can be used to autofill bank name and branch.
  12. You can add payments in the Payment Details section, you can pay partial amount or full amount.
  13. Update Transport Details, a Delivery Note will be auto generated with respect to the invoice. Specify if it is reverse charged.
  14. Add comments in the Invoice Comments section.
  15. Attach relevant documents (support only JPEG, JPG, or PNG images) in the Attachments section, the uploaded images will be shown in the Attachments section. you can remove the uploaded image by clicking on the trash icon.
  16. Click Reset if you want to reset the Invoice form and start over.
  17. Click Save and select ok to generate invoice, or click Cancel to cancel the invoice creation.
  18. Invoice preview will be shown on successful invoice generation. Click on vouchers to see the transaction details.
  19. Use print button on top right to print the invoice (Original, Duplicate or Triplicate) and close button to close the preview.
  20. Click Back button to go back to the invoice list.

Filtering Invoices

  1. Click on the dropdown menu near create button.
  2. Click on the funnel button and select required filters.
  3. Click on reset to remove all filters.

Downloading Invoice List

  1. Click on the dropdown menu near create button.
  2. Click on the download button.

Printing invoice

  1. Select invoice from invoice list.
  2. Click on the print button on top right of Invoice.
  3. Select between Original, Duplicate and Triplicate to print invoice.

Other actions

  1. View attachments and vouchers: To view invoice related attachments vouchers, click on view vouchers on top right and they will be shown under the invoice details.
  2. Cancel Invoice: To cancel invoice, click on cancel invoice button on top right and click ok.