Today, we are going to look about invoicing feature available in Shoopy. Shoopy has got very rich invoicing capabilities.
Step 1 : Access Invoicing
To access or to create the invoice, you first have to click on the invoice section from Desktop/laptop.
Step 2 : Invoicing Listing
Then you see an invoice listing. You can see all the previous invoices created. There are certain filters also you can use and you can also search the invoice by name or mobile number. Now you see two options at the right top, where you see the manage setting and create invoice.
Step 3 : Invoice Templates (A4, A5, Thermal)
Shoopy has got a rich invoice setting options, where you can configure the templates.
Shoopy have got 4 templates, one is A4 and then we have A5 thermal invoices out there. So primarily thermal invoices are used when we are using some sort of point of sale device or we have point of sale printer. So we can connect that and we can print thermal invoices. Otherwise, with normal printer, we can use A4 and A5 invoices.
Step 4 : Invoice Branding
You can also customize or choose your color. For example, red, orange, depending on your brand value, you can choose a color. Then there are prefix settings. Prefix is very important, especially from branding perspective. For example, if the business name is Little Crocodile, so I want to start with LC. But if my business name is something else, then I can change that to maybe INV. So those things are possible over here. And then just to identify the invoice month and year, you can also include invoice year and the month. Someone later on comes back with the invoice, you can quickly find it out on which month and which year it was created. So that's how we use the prefix feature.
Step 5 : Invoice Additional Settings
There are a couple of other settings, such as discount, shipping charges, round off or packaging charges. Depending on your business usage, you can activate these settings. For example, if you are dealing in shipping charges, then you can keep disabled. If you're not using packaging charges, then you can keep disabled it. Then we have notes in terms of services. So depending on your business value, you can configure these settings. And then there's a signature option also. So you can upload the signature of the authority, which is like the signing authority in your business. So that's how you can customize your invoice.
Step 6 : Create invoice
Now to create the invoice, you first click on create invoice. Then you see on the top, there's an invoice ID being automatically assigned. This is LC 2024, then 8 is the August month, and then 0014. You can also edit this number if you want to edit. So you can edit this number, especially the time with parts. For example, I want to have a 15 invoice number, I can edit it to 15. Then we have built-in. So this is the party for which we are creating the invoice. So I can quickly search for the party.
Step 7 : Add item to invoice
Now to add the item, we can quickly type the one item which we want to add. If the item is not present here, you are also provided an option to add it. An entire process can be done using keyboard. You don't need to even use the mouse, which actually reduces your productivity. you can quickly change the quantity by pressing up or down arrow. If you have bulk quantity, then you can quickly edit it also and then enter 10. And the item is added to your invoice. save it.
Step 8 : Save
It will create one invoice and show the print dialog also because this option is selected, print invoice after save. So it will happen. So this print option has been shown here. If the printer is printed, then you can quickly select the printer and then do the printing. So that is about the creating the invoice. Once the invoice is created, you can come back and see the invoice is being shown here. However, this has got some unpaid status, so you can quickly go in the invoice and you
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