Sales Invoice
The Sales Invoice module in SmartLedger.AI enables businesses to create, manage, and track invoices throughout their entire billing lifecycle. From generating GST-compliant invoices to recording payments and monitoring outstanding balances, the module streamlines the invoicing process while reducing manual effort and ensuring financial accuracy.
Whether you're billing for products or services, SmartLedger.ai helps you create professional invoices, save drafts, edit details before finalization, share invoices with customers, and monitor payment status—all from a single dashboard.
Create & Send Sales Invoices
• Creating a New Sales Invoice
Create professional GST-compliant sales invoices for your customers by selecting products or services, applying taxes, discounts, and payment terms, and generating invoices in just a few clicks.
• Save as Draft
Working on an invoice but not ready to send it? Save it as a draft and continue editing it later without losing your progress.
• Send Invoice
Share invoices instantly with customers through email or download them as PDF for printing and offline sharing.
Managing Your Sales Invoice
• Edit Sales Invoice
Update customer details, invoice items, taxes, discounts, payment terms, or notes before the invoice is finalized.
• Record Payments
Record payments received through bank transfer, UPI, cash, cheque, or any other payment method, and automatically update the invoice status.
• Attach Supporting Documents
Attach purchase orders, delivery challans, contracts, images, or other supporting documents to maintain complete transaction records.
• Download, Print & Share
Download invoices as PDF, print physical copies, or resend invoices to customers whenever required.
• Delete Sales Invoice
Delete draft or permitted invoices when they are no longer required, based on user permissions and business policies.
Invoice Actions
• Duplicate Invoice
Create a copy of an existing invoice to save time when billing customers with similar products or services.
• Credit Note
Issue credit notes for returned goods, billing corrections, discounts, or refunds while maintaining proper accounting records.
• Mark as Paid
Quickly mark invoices as paid after verifying successful payment receipt.
• Record Partial Payments
Support multiple partial payments against a single invoice until the outstanding balance is fully settled.
Customize Your Invoice
• Custom Fields
Add business-specific information such as purchase order numbers, project IDs, delivery references, or internal notes using customizable fields.
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