It refers to how the amount of item will be calculated while transaction(invoice, order, quotation) creation. Following are the options available
Sale Price: Display the ‘Sales price’ from the item master.
MRP: Display the ‘MRP’ from the item master.
Item last Price: Display the last used price of that item.
Party Item Last Price: Displays the last used price of the item for that specific party.
Does the invoice numbering work based on the financial year?
Yes, the setting you’ve configured will apply to the selected financial year. To update settings for a different financial year, simply change the selected FY.
How to change the invoice prefix and suffix?
To change the prefix and suffix option is given in settings under the Sales section.
How do item-wise tax and item-wise discount work?
Item-wise tax: When item-wise tax toggle is enabled from the setting then the tax which is applied is calculated at item level only, tax can’t be applied in bill sundry.
Item-wise discount: When item-wise discount toggle is enabled from the setting then only you can apply discount at item level.
How does ‘Default Payment Terms’ work?
When Bill By Bill is enabled in the settings, and the selected party in the invoice does not have credit days defined, the system fetches the credit days from the Default Payment Terms.
What does ‘Bill By Bill’ refer to?
When Bill by Bill is enabled from the settings then you can track payments and outstanding balances invoice-wise (or bill-wise) for each party.
Where is this ‘Conversion Decimal Places’ applicable?
This field is enabled only when either the Alternate Unit or Packaging Unit is activated. The data from this field is used to display the converted quantity in the item table of the transaction.
Is a GSP credential required for E-Way Bill and E-Invoice generation?
Yes, GSP credential (Username and Password) is required to be verified to generate the E-Invoice and E-Way bill.
What is the difference between Detailed and Summary E-Way Bill PDF format?
Detailed format: When ‘Detailed’ is selected, the PDF is generated with all the items and its tax and discount.
Summary format: When ‘Summary’ is selected, the PDF is generated with the limited data.
How to create a new company?
Click on company name: In the top right corner of the screen, click the company name.
View All: click on ‘View All’ from the dropdown.
Company Listing: on the company listing screen, click on ‘+’ icon to create a new company.
How to change the password?
Click on company name: In the top right corner of the screen, click the company name.
My Profile: click on ‘My Profile’ from the dropdown.
Create Password: Click on ‘Create Password’, you have entered the existing password and then the new password.
Does updating your mobile number or email affect your login credentials?
Yes, if you update the email or mobile number in the My Profile section, the login credentials will be updated accordingly.
