Overview

This user guide provides step-by-step instructions on how to create invoices and make payments in the Bitsila application. Once an order is placed and delivered, the invoice generation process begins. By following these instructions, you can effectively generate invoices, download them in PDF format, and make payments using various payment modes. The guide aims to help you streamline the invoicing and payment processes for efficient financial management.

Steps with Description:

1. Login to the Bitsila application:

   • Access the Bitsila application using your credentials.

   • Once logged in, you will land on the dashboard.

2. Access the Business Module:

   • On the dashboard, navigate to the Business Module.

   • Look for the option B2B Customers and click on it.

3. Choose the customer for invoice creation:

   • Select the customer for whom you want to create an invoice.

   • Locate and click on the Invoices tab.

4. Generate an invoice:

   • Within the Invoices section, click on the Generate Invoice button.

   • Enter the From Date and To Date for the invoice period.

   • Click on the Generate button to create the invoice.

Note: Ensure that all the invoice details are accurate before generating the invoice.

5. View and download the invoice:

   • Locate the invoice number and click on it.

   • A pop-up screen will appear, displaying the invoice details.

   • Click on the Download Invoice button to download the invoice in PDF format.

6. Make payment for the invoice:

   • On the invoice page, click on the Make Payment button.

   • In the payment tab, select the payment mode from the dropdown options (cash, UPI, net banking, available balance, cheque, payment gateway).

   • Enter the paid amount in the Paid Amount field.

   • Add any payment notes, if required.

   • Upload relevant images, if necessary.

   • Click on the Pay button to initiate the payment.

7. Confirm the payment:

   • A pop-up screen will appear, summarizing the payment details.

   • Click on the Confirm button to confirm the payment.

8. Make payment from the payment tab:

   • Alternatively, you can make a payment for the generated invoice by clicking on the Payment tab.

   • Click on the Make Payment button.

• Enter or select the invoice number for which the payment is being made.

• Choose the payment mode from the dropdown options.

• Enter the paid amount in the Paid Amount field.

• Add payment notes, if required.

• Upload relevant images, if necessary.

• Click on the Pay button.

9. Confirm the payment:

   • A pop-up screen will appear, summarizing the payment details.

   • Click on the Confirm button to confirm the payment..