SaralInvoice

Quick Business Setup

  • When you first time launch Estimation app. It will ask you for quick business setup.
  • This setup includes like your business name, address and contact details of your business.
  • Once you setup these details, app can reuse in every estimate that will be prepared by app.

App Navigation

  • This navigation menu will provide options to navigate to different screens of the app.
  • The main screen in the app are Estimations, Invoices, Products, Customers and Settings.
  • Estimations screen will have list of estimations that you have prepared.
  • Products screen will have list of products that you are selling.
  • Settings screen will allow you to update the information like business name, address and tax information.

Invoice List

  • Invoice list screen will have all the invoices that you have preapred.
  • In invoice list for each invoice item you will have invoice date, total price.
  • To search invoice you have to tap on search icon from top menu.
  • To edit invoice you have to click on three dot menu from invoice item.

Invoice Detail

  • Invoice detail screen allow you to add/edit products in the invoice.
  • TAX:You can configure the tax type like GST, Flat tax or no tax.
  • Other Charges:You can also add other charges like delivery charges, loading charges
  • Note:If you want to write some special note you can write in text box just above total.
  • Total:At the end you will see final total amount for the estimation.

Invoice Preview

  • In preview screen you can see full preview of invoice.
  • Business Detail: You will see your business name and address detail at top along with date.
  • The table will show you each invoice line item, quantity, rate of the item.
  • Terms and conditions will be loaded if you have added it in settings screen.
  • Finally you will have complete details for the invoice charges like GST, Delivery charges and total.

Send Invoice PDF

  • Share button in preview screen will allow you to share invoice.
  • It will ask for three options: PDF, CSV and Simple Text. Pick the PDF option
  • Select the app through which you want to share invoice PDF.
  • Enter the contact detail and send the invoice PDF.

Invoice Payments

  • SaralInvoice app allows you to save partial payments for the invoice.
  • All the payments received on invoice will shown here.
  • It alow shows what is the invoice amount and how much left as a due after payment.
  • To add new payment entry for the invoice, click on + icon.

Record Payment

  • To add payment entry in invoice screen click on + button in payments screen.
  • A dialog will open to enter payment detail.
  • Add payment amount, payment date, payment method and note.
  • Once you fill the payment detail, click on save.
  • You will see the payment entry on payments screen.

Just ₹500 per month

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