CaptainBiz Video Sales Module

Welcome to CaptainBiz, your ultimate destination for seamless billing solutions. In this comprehensive tutorial, we’ll walk you through the process of creating a Sales Invoice on your CaptainBiz account. Whether you’re a seasoned user or just getting started, this guide will ensure you can effortlessly navigate the invoicing process. Let’s dive in!

How you can register yourself on Logo CaptainBiz business software.

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How to do document sequence & settings in Logo CaptainBiz business software.

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How to Add Product in Logo CaptainBiz business software.

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How to create Purchase Order in Logo CaptainBiz business software.

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To initiate the process, navigate to the 'Sales' dropdown menu and select 'Sales Order.' On the subsequent page, click on 'New Order.' Depending on your GST registration status, choose between 'New Tax Exclusive Order' and 'New Tax Inclusive Order.' For this illustration, we'll opt for 'New Tax Exclusive Order.'

In a 'Tax Exclusive Order,' the tax is calculated at the end of the invoice after the final value, whereas in a 'Tax Inclusive Order,' the tax is included in the invoice value.

Step 1

Creating Sales Order

Select the customer, enter the 'Customer Order Number,' and provide additional information such as 'Place of Supply' and 'Reverse Charge' if applicable. Scroll down to add products and use the blue slider button for efficient tax calculation. You can turn off this button while adding multiple products and turn it back on once all products are added. Include product descriptions and, if necessary, specify a different shipping address.

Step 2

Selecting the Customer and Adding Products

Enhance your invoice by attaching relevant files using the 'Upload File' option. Save your sales invoice and leverage the options on the top right for actions like 'Copy,' 'Edit,' 'Print,' 'Share,' 'Delete,' and 'Generate.'

Step 3

Adding Files to the Invoice

Click 'Share' to send the invoice via email or WhatsApp. Opt for 'Generate' to create the invoice or a proforma if needed. When you click 'Print,' choose from options like 'Proforma Invoice,' 'Estimates,' or 'Quotation.'

Step 4

Share Invoice and Print Options

To offer discounts, scroll down, enter the discount percentage for specific items or an overall discount below 'Subtotal.' Save and print the invoice based on your preferred templates. Explore additional features under 'Other,' including 'Collection Slip,' 'Related Order,' 'Sales Return,' and 'Credit or Debit Note.'

Step 5

Providing Discounts

Alternatively, you can create a sales invoice directly by clicking 'Sales Invoice' in the 'Sales' dropdown. Follow the same steps as before. Utilize 'Excel Export' to download a 'Summary Report' or 'Detailed Report' of the sales invoice for your records.

Congratulations! You've successfully created a Sales Invoice on CaptainBiz. For more tutorials and assistance, visit our help center. Captainbiz - Digital Bill Banao, Business Badhao.

Step 6

Create Sales Invoice Directly

Mastering the art of creating sales invoices is key to efficient business operations. 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 a sales order after it's been saved?

Absolutely! CaptainBiz allows you to edit saved sales orders, providing flexibility in managing your orders.

Is there a limit to the number of products I can add to a sales order?

No, CaptainBiz allows you to add as many products as needed to meet your business requirements.

How can I track the status of a shared invoice?

You can track the status of a shared invoice by checking the 'Share' option, where you'll find information on sent invoices.

Can I customize the appearance of my invoice templates?

Yes, CaptainBiz provides customization options for invoice templates, allowing you to align them with your brand identity.

What options are available under 'Other' in the sales invoice menu?

The 'Other' section provides additional functionalities, including 'Collection Slip,' 'Related Order,' 'Sales Return,' and 'Credit or Debit Note' for comprehensive invoice management.