Go to Sales: In the left menu panel, click on the Invoices.
Create New Invoice: Click + button at bottom right side.
Add Party: Choose an existing party or create a new party from the dropdown.
Add Items: Select existing items or manually add them with quantity, rate, and tax.
Add Bill Sundary: Add discounts or taxes if needed.
Settlements: Add received payment for this invoice.
Preview & Send: Preview the invoice and then share it via Email, WhatsApp, or print it. You can also Download the PDF.
Go to Settings: Click on the gear icon () in the bottom-left corner to access settings.
Sales: Under Sales Settings.
Navigate to Invoices Number:
Under the Invoice Numbering section, you’ll see the option to set your invoice number format.
You can choose from Automatic numbering (default) or Manual numbering.
If you want to customize, you can specify a prefix, suffix, or starting number for your invoices.
You can allow, warn, or restrict duplicate invoice numbering.
Save Changes: After configuring your preferred numbering format, click Update Settings to apply the changes.
In mazu, users can show or hide columns of the item table by customizing it from the Settings or Invoice screen.
Settings
Click on the gear icon () in the bottom-left corner to access settings.
Under Sales Settings, navigate to the Item Table.
In Configure Default Item Fields, you can enable or disable all available columns.
The changes made will be reflected in the invoice item table.
Invoice Screen
In the item table header on the invoice creation and update screen.
Click on the configuration icon ()
In the pop-up, you can choose which item table columns to show or hide.
Note
If a column is hidden then the data in the column(fetch from existing item) will not be impacting the calculation.
Yes, you can use the last used Bill Sundry through the Add Last Used option available below the item table.
You can activate this feature to quickly add items to the invoice. It's located just above the item table. Once enabled, simply enter the product name and quantity, then click 'Add' to instantly add the item to the invoice.
You can quickly create an Item, Party, or Bill Sundry while creating an invoice using two methods: just by typing the name or from the dropdown. To create an entity by typing, simply enter the name of the Item, Party, or Bill Sundry in their respective fields, and the entity will be created when you move to the next field. Alternatively, you can select from the dropdown options:
For Party, click 'Add New Party'
For Item, click 'Add New Item'
For Bill Sundry, click 'Add New Bill Sundry'
You can receive payment against an invoice under ‘Settlement’ section in following modes
Cash
Bank
UPI
Other modes
You can receive the payment against an invoice either by Settlement or Receipts
Settlement: Open the invoice and under settlement section you can add the received payment under different modes (Cash, Bank, UPI and Others)
Receipts: Under the Sales section, you can create receipts.
When 'Cash' is selected in the 'Bill To' field, the invoice is generated for a one-time or walk-in customer rather than a regular customer. This is a default created party in the company.
You can add or remove the optional fields for invoice by the settings.
This option is available in the 'Sales' section under Settings. Simply enter the 'Name' of the optional fields and select their 'Type,' which can be Text, Number, Yes/No, Date, or Time.
When an item is added in the item table, the price of the item is fetched from the default created item based on the settings. To change the settings following below path:
Path: Settings → Sales → Invoice → Amount Calculated on
In “Amount Calculated on” four options are provided
Sale Price: Fetch ‘Main Unit Sales Price’ from default created item.
MRP: fetch “Main Unit MRP” from default created item.
Item Last Price: fetch the price of that item used last time for invoice creation.
Party Item Last Price: fetch the price of that item used last time for that particular party.
You can enable or disable the Item-wise tax and item-wise discount form settings. Follow the path
