CaptainBiz Video Adding Service Purchase Invoice

Welcome back to CaptainBiz, your go-to solution for seamless business management. In today’s tutorial, we’ll walk you through the hassle-free process of creating a Service Purchase Invoice. This specialized invoice is designed for recording the purchase of services such as rent, transportation, and more. Let’s dive into the details!

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How to create a Service Purchase Invoice in Logo CaptainBiz business software.

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To initiate the process, head to your CaptainBiz dashboard. Once there, select 'Service Purchase Invoice,' and you'll seamlessly transition to a new page. Click on 'New Service Purchase Invoice' to kick off the creation process.

Step 1

Open Service Purchase Invoice

Now, let's delve into the essential details. Begin by choosing the supplier from whom you're procuring services. Select the 'Document Date,' and rest assured, the 'Invoice Number' is automatically generated for your convenience. Input the corresponding 'Document Number,' which aligns with the service provider's invoice. Specify the 'Place of Supply.'

For the payment status, you have the option to choose between 'Paid' or 'Unpaid.' If 'Paid' is selected, pick 'Cash/Bank' from the dropdown menu. If 'Unpaid,' set the expected payment date. The 'Reverse Charge Applicable' defaults to 'No.'

Step 2

Enter Service Details

Scroll down to add the intricate details of the service. If the specific service isn't listed, no worries—just click 'Add.' A popup window will appear, prompting you to enter the 'Service Name,' select the 'GST Rate,' choose the 'Unit' type, and specify the 'HSN/SAC Code.'

The currency is set to 'INR' by default. Now, add the 'Sales Price' and detail the 'Unit Price,' with options for 'Tax Included' or 'Tax Excluded.' Following this, input the 'Purchase Price,' also with 'Tax Included' or 'Tax Excluded' options. If applicable, select 'CESS,' 'Service Group,' and 'Category.' Finally, click 'Save.'

Step 3

Enter New Service Record

With your service details securely saved, scroll down to review. To provide additional context, you have the option to attach a file. Click 'Upload File,' choose the relevant file from your PC, and hit 'Save.'

For a more elaborate description, continue scrolling and input your text. Feeling creative? You can even enhance your record by uploading an image using the dedicated icon. Once satisfied, click 'Save.'

Step 4

Upload a File/Description

And there you have it! You've successfully navigated the process of creating a 'Service Purchase Invoice' on CaptainBiz. It's crucial to note that this type of invoice is primarily for accounting purposes, so printing is not a mandatory step. Stay tuned for more enlightening tutorials to maximize the potential of your CaptainBiz account. - Digital Bill Banao, Business Badhao.

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Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I edit a Service Purchase Invoice once it's created?

Yes, you can edit a Service Purchase Invoice by accessing the relevant record and clicking on the 'Edit' option.

Is printing necessary for Service Purchase Invoices?

No, printing is not necessary for Service Purchase Invoices, as they are primarily intended for accounting purposes within the CaptainBiz system.

Can I add multiple services to a single Service Purchase Invoice?

Yes, you can add multiple services to a single Service Purchase Invoice by following the same process for each service.

How can I track the payment status of a Service Purchase Invoice?

You can track the payment status by reviewing the details of the Service Purchase Invoice. The status will indicate whether it's 'Paid' or 'Unpaid.'

Is there a limit to the number of Service Purchase Invoices I can create in CaptainBiz?

No, CaptainBiz allows users to create an unlimited number of Service Purchase Invoices based on their business requirements.