Creating a New Purchase Invoice
1. Navigate to Purchase Invoices
• From the left navigation menu, go to Purchases → Purchase Invoices, then click + Create.
2. Enter Purchase Invoice Details
Fill in the required invoice information:
• Bill No.
• IRN (if applicable)
• Order No. (Optional)
• Reference No. (Optional)
• Invoice Date
• Due Date
• Choose the vendor from the Vendor dropdown.
• Select the Place of Supply.
3. Configure Invoice Settings
From the right panel:
• Select the Status (e.g., Unpaid, Paid, Partially Paid).
• Choose the Currency.
• Specify whether Reverse Charge is applicable.
4. Link and Categorize (Optional)
Organize the purchase by selecting:
• Category
• Subcategory
• Client (if the expense is billable to a client)
5. Add Products or Services
• Enter or select the item name.
• Specify the Unit Price and Quantity.
• Apply any Discount, if applicable.
• Enter the HSN/SAC code.
• Verify the applicable GST, IGST, and CESS values.
• Click Add another item to include multiple line items.
6. Add a Project (Optional)
• If the purchase is associated with a project, click Add Project and select the appropriate project.
7. Review the Invoice Totals
SmartLedger.ai automatically calculates:
• Subtotal
• Discount
• IGST
• CESS
• Extra Discount (if applicable)
• Total Amount
• Amount Due
8. Save or Create the Purchase Invoice
• Click Save as Draft to save the invoice for later.
• Click Create Invoice to record the purchase invoice.
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