How to create Auto And Manual invoice?

 

Generating Invoices with AntMyERP

AntMyERP makes generating invoices simple and efficient, offering three types of invoices like automated, manual and semi-automated. To get started, navigate to the Finance Module and click on Sales Invoice. Here, all previously generated invoices are displayed across multiple tabs, including Accepted, Pending and Pending MPS. The accepted tab shows invoices that have been approved, while pending invoices are awaiting invoice numbers from the finance team. Cancelled or deleted invoices can also be viewed separately.

To generate an automated invoice first click on Generate Invoice on the right hand side. The system will automatically create invoices based on your sales data. Once the finance team approves them, they move to the accepted tab and are assigned an invoice number. Automated invoices can include types such as sales after, unit before or unit after. Clicking on an invoice lets you view product details, amounts, descriptions and GST information.

For a manual invoice first click Add Invoice and select Tax Invoice. Fill in customer details, invoice number, date, company, and the products being invoiced. Manual invoices are completely independent of the product master, making them suitable for custom tax invoices.

Semi-automated invoices combine both methods. Select a contract, and the system automatically fills in associated products and pricing. You can adjust pricing if needed, but new products not in the contract must be added in the contract first. This ensures accuracy while allowing partial customization.

By using AntMyERP, you can efficiently manage all your invoices, track which are auto-generated, manual or semi-auto and maintain a clear, organized record of your sales transactions.

Start generating your invoices today with AntMyERP and simplify your finance operations with ease and accuracy!