Invoice

1. Go to Sale → Invoice from the left menu.
2. Tap "Create Invoice" to start a new invoice.
3. Select an existing customer, or add a new one.
4. Add items from your catalogue, or type them in manually.
5. Check the totals and save.

mazu fills in the invoice number, date, and tax calculation for you.

• 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
• Path: Settings → Sales → Item Table → Item Wise Tax / Item Wise Discount
• • Item Wise Tax: on enabling the toggle
  • Item Wise Discount:

• Global Filter: Search directly by Name, Invoice No. or Amount
• Advance filter:
• Suggested Filter:
• Date Filter:
• Quick Filter:
• Sorting:
• Customization:
• View:

• If tax is applied item-wise, then you cannot use a tax-type Bill Sundry.
• If tax is applied through Bill Sundry, then the following rules apply:
• • When the billing and shipping states are different, IGST will be applied.
  • When the billing and shipping states are the same, CGST and SGST will be applied.

Invoice numbers are generated sequentially by default, and you can also enter them manually.

To change the format, go to Settings → Sales → Invoice Settings and set your prefix and starting number (for example, prefix "INV-" starting from 1001).

If your business isn't GST-registered, every invoice is non-GST automatically, no setting needed.

If you are GST-registered but need a one-off non-GST invoice, set the tax rate on that item to 0% while creating the invoice.

mazu calculates totals automatically, so the difference is almost always in the input data. Open the invoice in edit mode and check, line by line:

1. The rate entered for each item.
2. The GST rate applied to each item.
3. Whether a discount has been applied at item or invoice level.
4. Rounding. Small differences usually come from round-off on the total.

It depends on whether the customer has seen it.

• Not yet shared or paid: open the invoice and edit it directly.
• Already shared or paid: don't edit it. Raise a credit note against the incorrect invoice, then issue a fresh, correct one.

This keeps your records matching the copy the customer holds.

Go to Settings → Sales → Invoice Settings and set the next invoice number you want. mazu continues sequentially from there.