The Sale Invoice Module in Easy Khata is designed to help businesses quickly and professionally create, manage, send, and track invoices. Whether you’re a shopkeeper, freelancer, service provider, or a growing business, this module ensures a smooth billing workflow with full compliance and customization.
The Sale Invoice Module allows users to:
Generate official invoices for sales transactions.
Track pending payments and due amounts for each customer.
Analyze profitability per invoice or customer.
Stay GST-compliant with auto-calculations and e-invoice options.
Receive payments faster with UPI/QR/payment link integration.
This module minimizes billing errors, boosts professionalism, and ensures accurate recordkeeping for financial analysis and taxation.
The Sale Invoice Module offers a range of powerful features:
A. Invoice Creation:
Create GST or non-GST invoices.
Add custom fields like shipping details, PO number, delivery date, etc.
Add items from inventory with real-time stock sync.
B. Tax and Discount Calculations:
Auto-calculate GST, cess, and other charges.
Apply item-level or bill-level discounts.
C. Invoice Customization:
Multiple template styles.
Add logo, signature, and custom footer.
Choose color themes for branding.
D. Multi-language & Multi-currency Support:
Print/share invoices in local languages (e.g., Hindi, Gujarati).
Generate invoices in other currencies for international clients.
E. Sharing & Export:
Share via WhatsApp, Email, or PDF.
Download or print directly.
Auto-save to party ledger.
F. Recurring Billing:
Automate recurring invoices for repeat clients.
G. Real-Time Status & Reporting:
Track sent/viewed/paid/pending status.
Check invoice-wise profitability.
Integrate with reports like P&L and ledgers.
Follow these steps to make the most of the Sale Invoice Module:
A. Create a New Sale Invoice:
Go to Invoices.
Tap Add Invoice.
Select a customer from your party list, or tap “+” to add a new one.
Add product/service items from inventory (with quantity, rate, unit, discount, tax).
Set invoice date, due date, and payment mode (cash, bank, UPI).
Preview the invoice using the template chooser.
Tap Save — the invoice is now recorded in your books.
B. Share/Download the Invoice:
From the invoice detail screen:
Tap Send via WhatsApp, Email, or Download PDF.
Option to print using thermal, A4, or custom size printers.
C. Manage Existing Invoices:
View all invoices with filters (date, customer, status).
Edit or delete invoices.
Mark as paid/partially paid.
View invoice payment history.
Add payments linked to invoice (auto-reduces outstanding).
D. Track Reports and Profitability:
Go to Reports > Sale Reports.
See party-wise, invoice-wise, or item-wise sales.
Access invoice profitability report showing margin per invoice.
E. Convert or Clone Invoices:
Convert invoice into delivery challan, quotation, or credit note.
Clone an invoice to create a new one with similar details.
To optimize your experience with the Sale Invoice Module:
Always save your invoices with proper dates for accurate reporting.
Use GST-compliant templates to avoid rejection during audits.
Use auto-reminders for pending invoices via WhatsApp/email.
Export monthly invoices to Tally or Excel for CA reconciliation.
The Sale Invoice Module is a complete solution for businesses that want speed, accuracy, professionalism, and compliance in their billing operations. Whether you're a shopkeeper or a growing enterprise, this feature makes invoicing stress-free.
Start using the Sale Invoice Module now in Easy Khata and transform the way you manage your sales billing!
