You can create multiple invoices with Twirll platform. To create an invoice, follow the below process
Business Portal > Sales > Sales Order New > Create invoice
When “Create Invoice” is clicked, you are redirected to a new page from where you can create a fresh invoice
Invoice are created by following the below process
- Adding customer : Add a customer to which you want to raise the invoice, Start typing the name of customer in the input provided and your relevent customers will be listed below
- Register Customer : If you don’t have that customer in the list, you can add new customer in the list by clicking on “Add New User” option
An Input form will be visible to you in which you can enter your new customer details which you wish to register
You can also add address details for the customer
Click on “Save” button to register the new customer - Adding Items : Items have to be added to raise an invoice. To add items, start typing the name of item that you wish to have in invoice
You will see that similar items will be listed below,click on one that is to be added and its details will be auto filled in the rest of inputs
To add multiple Items at once, click on “Advanced Search” option to open the list of available itemsSelect as many items you can to add them in invoice and click on “Save” button
This will update your selected items in invoice
- Adding Billing Details : You can attach the billing details while creating invoice too, click on “Add Billing Details” and enter the billing details of the customer.
Once all the details are entered click on “Save” button to update the billing details
You can also add address in the billing details also
Billing details will be updated in the invoice. - Adding Shipping Details : You can attach the shipping details while creating invoice too, click on “Add Shipping Details” and enter the shipping details of the customer.
Once all the details are entered click on “Save” button to update the shipping details
Shipping details will be updated in the invoice. - Adding Discounts and Offers : The final amount can be reduced by adding custom discounts and applying coupons in the invoice. Click on “Apply Discounts” to manually add the discounts
You can add flat discounts on the invoice amount or you can add discounts in percentage
Click on “Add coupon” tab to add the created coupons in the invoice
Click on “Apply Coupon” button to add coupons in the invoice
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Your selected coupon will be applied. - Adding Surcharge Amount : Surcharge Amounts are the additional amounts that can be added to the invoice. Click on “Add Surcharge” option in the sidebar to add additional amount
Fill the inputs provided in the dropdown and click on “Save” button to add this surcharge amount
- Custom Taxes : You can always add new custom taxes even if the taxes are not defined by you. Click on “Custom Tax” option in the sidebar
A pop-up will be opened where you can maintain the taxes to be applied on selected products
Once the taxes are listed click on “Apply” button to apply new taxes on the items - Adding Payment Details : If the customer has already paid for the invoice that is to be raised, click on “Add Payment” option in the sidebar options.
Select payment mode and amount that is received for the invoice
Click on “Save” button to add the payment details
- Once all details are entered click on “Create Invoice” button on the top to create a invoice
- Your Invoice will be created and you’d be redirected to the confirmation page
