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Invoice actions

पार्टी से इनवॉइस ऐक्शन — On Party Invoices, each row has Actions: settle (add payment), edit, print, download PDF/Excel, and delete. There is no separate “View Invoice” button — use Print Invoice or Edit Invoice.

What you see on this page

Section titled “What you see on this page”
  • Actions column in invoice table — three-dot menu (⋮) on each row.
  • Actions dropdown — Add payment and settle (₹ icon), Edit Invoice, Print Invoice, Download (PDF/Excel submenu), Delete Invoice.
  • Add Payment dialog — title “Add Payment”; shows Invoice No. and Current Balance; fields: Settle Amount* (with “Remaining balance” helper), TDS % and TDS Deduction, Other Deductions + Deduction Reason, Payment Date*, Payment Method dropdown (Bank Transfer default, UPI, Cheque, Cash, Other), Bank Account* (required for Bank Transfer/UPI/Cheque), Notes (optional); buttons: Cancel, Submit.
  • Success toasts — “Invoice settled successfully.” (if fully paid) or “Payment added successfully.” (if partial).
  • Already settled message — “Amount is settled and no balance is left.” when trying to add more payment.
  • Edit Invoice — opens full invoice edit screen.
  • Print Invoice — opens print preview with “Share on WhatsApp” option.
  • Download — submenu: Download PDF, Download Excel; toasts: “Preparing…” then “PDF downloaded.” / “Excel downloaded.”.
  • Delete Invoice dialog — title “Delete Invoice”; shows Invoice No, Date, Party, Amount, Status; warning: “cannot be undone; linked LRs will be unlinked”; buttons: Close, Delete Invoice.

Steps

Section titled “Steps”

🧾Open Party Invoices

Open a party → tab Party Invoices. Find the invoice row (default filter is often Un-Paid).

Open Parties

💰Settle — Add payment and settle

Action tooltip: Add payment and settle (₹ icon). Opens dialog Add Payment.

  • Shows Invoice and Current Balance
  • Settle Amount * — Remaining balance helper
  • TDS % and TDS Deduction (on taxable amount)
  • Other Deductions + Deduction Reason
  • Payment Date *
  • Payment Method — Bank Transfer (default), UPI, Cheque, Cash, Other
  • Bank Account — required for Bank Transfer / UPI / Cheque
  • Notes optional

Submit → Invoice settled successfully. or Payment added successfully.

If already fully settled: Amount is settled and no balance is left. — you cannot add more payment.

✏️Edit Invoice

Tap Edit Invoice to open the invoice edit screen and change invoice details.

🖨️Print Invoice

Tap Print Invoice to open the print preview. On the print page you may also see Share on WhatsApp.

⬇️Download

Use Download → choose Download PDF or Download Excel.

Toasts: Preparing… then PDF downloaded. / Excel downloaded.

🗑️Delete Invoice

Needs delete-invoice permission. Tap Delete Invoice.

Dialog: Delete Invoice — shows Invoice No, Date, Party, Amount, Status. Warning: cannot be undone; linked LRs will be unlinked so you can bill them again later.

Delete Invoice or Close. Success: Invoice deleted and LR links cleared successfully.

Next: Delete Party

When a party can be removed permanently.

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