CaptainBiz Video E- Invoice

Welcome to CaptainBiz, your trusted billing solution. Today, we embark on a journey to demystify the process of creating an E-Invoice on your CaptainBiz account. Whether you’re a seasoned user or a newcomer, this step-by-step guide will make E-Invoicing a breeze. Let’s dive in!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

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How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

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How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

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How to add new user in Logo CaptainBiz business software.

First things first, log in or register to your CaptainBiz account. Once logged in, find yourself on your CaptainBiz dashboard, poised to streamline your billing process.

Step 1

Navigate to 'Sales' on the left-hand side menu and click on 'E-Invoice.' Select 'Create New E-Invoice.' You'll be directed to a page with steps to link your E-Invoice to your account.

If you have 'GST Portal registered IRP details,' click 'Login.' If not, choose 'Register.' The GST number will be auto-populated from the company settings. Enter your registered email and mobile number used for GSTN registration, click 'Get OTP,' enter the received OTP, and click 'Verify OTP.'

Step 2

Start E-Invoicing Feature

After OTP verification, create a new username, enter and confirm your password, then click 'Register and Login.' These credentials will be your gateway to connect to the government E-invoice portal from CaptainBiz. Save them securely, and a welcoming message will appear; simply click 'Close.'

Step 3

Create Username and Password

Navigate to 'New E-Invoice' on the top right corner. Choose between 'Tax Exclusive Invoice' and 'Tax Inclusive Invoice.' For this example, let's select 'Tax Exclusive Invoice.'

Step 4

Create E-Invoice

Click on 'Select/Create Customer.' If your customer is already listed, it will appear; otherwise, click 'Add.' A new box named 'New Party' will open.

Step 5

Select/Create Customer

Enter the party's GST number, and details like 'Party Name,' 'PAN Number,' etc., will auto-populate. Click on 'Billing Address' to view or edit the address, Zipcode, city, etc. If you don't have a GST number, enter details manually and click 'Save.'

Step 6

Enter Party Details

Once the party is created, click on 'Common' and add details such as 'Delivery Date,' 'Payment Date,' 'Invoice Number,' 'Place of Supply,' and 'Applicable tax rate.'

Step 7

Add Common Details

Scroll down, add the product from the dropdown or click 'Add' for a new product. Enter details like 'Product Type,' 'Product Code,' 'Product Name,' 'GST Rate,' 'Unit Type,' 'Unit Price,' etc. Click 'Save.' Enter quantity, and calculations will auto-populate. Scroll down, check and add the invoice category, description if needed. Click 'Save,' and you'll see a notification: 'E-Invoice generated.'

Step 8

Add the Product

After generating the E-Invoice, click 'E-Invoice Detail' to view details like 'IRN' and 'QR Code on the E-invoice form.'

Step 9

See E-Invoice Detail

On the top right, you'll find options like 'Copy,' 'Print,' 'Share on email or WhatsApp,' and other features, including canceling the E-Invoice.

Step 10

E-Invoice Features

Navigate to 'Sales' and click on 'Sales Invoice.' Create a new invoice by selecting 'New Invoice,' choose 'Tax Exclusive/Inclusive,' and save. You'll get a notification to create an E-Invoice. Choose 'Yes' to directly create an E-invoice or 'No' to skip.

Congratulations! You've successfully created an E-Invoice on CaptainBiz.

Step 11

Create E-Invoice from Sales Invoice

You can also cancel the E-Invoice within 24 hrs of creation. Open the E-invoice, click on 'Others,' and then click on 'Cancel E-invoice.' Enter the reason for cancellation and click on Submit.

After 24 hrs, you cannot cancel the E-invoice. In that case, go to the E-invoice portal to cancel or create a Credit Note.

Step 12

E-Invoice Cancellation

You can disable the E-invoice from CaptainBiz. Go to Settings, then click on 'Disconnected.' The E-invoice will be disabled from CaptainBiz.

That's everything about E-invoice. Stay tuned for more tutorials on how to use Captainbiz- Digital bill banao business badhao.

Step 13

Disable E-Invoice from CaptainBiz

Mastering E-Invoicing is crucial for efficient business operations, and with CaptainBiz, the process is not only simplified but also equipped with powerful features to meet your invoicing needs.

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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 an E-Invoice after it's been generated?

No, once an E-Invoice is generated, it cannot be edited. Ensure all details are accurate before confirming.

How can I track the status of a generated E-Invoice?

You can track the status of a generated E-Invoice by viewing details in the 'E-Invoice Detail' section.

Can I share an E-Invoice with my customers directly from CaptainBiz?

Yes, CaptainBiz provides options to share E-Invoices via email or WhatsApp directly from the platform.

What if I forget my E-Invoice portal credentials created through CaptainBiz?

If you forget your E-Invoice portal credentials, you can use the 'Forgot Password' option on the E-Invoice portal login page.

Is there a limit to the number of E-Invoices I can create in CaptainBiz?

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