Expand Required Field Invoice For Free

Create a custom field In Grid view, select Add column > New field. Choose a field Type: Important: A custom field's type cannot be changed after it's created. If a custom field is the wrong type, delete the field, then create it again using the correct type. Enter a Field name, then select Create.

The list of compulsory fields under e-invoicing under GST: Sl no.Mandatory FieldSample3Code for the Document typeInvoice / Credit Note / Debit Note4Document number(Max length:16) Sa/1/20195Document Date(DD/MM/YYYY)6Supplier InformationLegal Name, GSTIN, address, Place/City/Town, State, PIN Code11 more rows ?

Here's how: Click the New Icon (+). Choose Invoice. From the bottom portion of the Create Invoice window, click the Customize link. Select the invoice template you want to use. Enter the invoice details. Click the Save and Close button.

8 Essential Elements Each Invoice Must Include The word Invoice. Seller's name and address, contact details and company registration number. Buyers name and address. Date: invoice issue date, payment due date, delivery date. A unique invoice reference number.

Once you have it, here's how to add columns on the invoice template: Go to the Gear icon. Select Account and Settings. Choose the Sales menu. Select the Sales form content. Put a checkmark on the Custom fields section. Click Save, and hit Done.

Step 1: Verifying the details of the invoice on receipt Date of the invoice. General details of the supplier. GSTIN of the supplier. Description of the goods or services provided. Value of goods or services provided. Taxes to be paid on the same. Mode of payment and related information. Date by which payment has to be made.

Once you have it, here's how to add columns on the invoice template: Go to the Gear icon. Select Account and Settings. Choose the Sales menu. Select the Sales form content. Put a checkmark on the Custom fields section. Click Save, and hit Done.

The five mandatory sections are basic details, supplier information, recipient information, invoice item details, and document total. The two mandatory annexures are details of the items and the document total.

Create custom fields Go to Settings ?.Select Add custom field.Give your custom field a name. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list.Select the category the custom field belongs to: Customer, Transaction, or Vendor.

Here are the steps for invoice processing: Capture, general ledger (GL) code, and match supporting documents such as a purchase order and/or delivery receipt. Send invoices to authorized approvers to approve or reject invoices. Authorize and submit invoices for payment in a financial system.