🚨 Redesigned Invoice Creation Screen

Platform: 🌐 Web

What’s New

1. Focused, Full-Screen Billing Experience

Creating an invoice now opens in a dedicated full-screen mode.

The side menu stays hidden while users create the invoice, helping them focus on billing without distractions. Once the invoice is complete, users can click Exit to return to the rest of the app.

2. Preview the Invoice Before Saving

A new Edit / Preview toggle lets users instantly switch between:

• Entering or editing invoice details

• Checking how the final invoice will appear to the customer

This helps users identify missing details, formatting issues, or incorrect information before saving or sharing the invoice.

3. Rearrange Items Using Drag and Drop

Users can now drag and drop invoice items to rearrange their order directly on the invoice creation screen.

This makes it easier to organize invoices without deleting and adding items again.

4. Cleaner and Better-Organized Layout

The invoice creation screen is now divided into clear sections:

• Bill To

• Ship To

• Invoice Details

• Item Table

Secondary fields such as notes, discounts, and additional information are available through simple + Add actions, keeping the main screen clean and uncluttered.

5. More Fields Under Invoice Details

Users can now add more information directly to an invoice, including:

• PO Number

• E-Way Bill Number

• Vehicle Number

• Due Date

The Due Date field is optional.

6. All Invoice Settings in One Place

A new Quick Settings panel brings invoice customization options together in one organized place.

Users can open Quick Settings using the settings icon available near:

• Invoice Details

• Party Details

• Item Table

Settings are grouped into:

• Invoice

• Party

• Item Table

From this panel, users can control fields, columns, display options, invoice prefix, and sequence number.

They can also create:

• Invoice custom fields

• Party custom fields

🚚 Generate e-Way Bills for Delivery Challans

Platform: 🌐 Web
Status: Already Live

Help Article - https://knowledge.mybillbook.in/en/help/articles/9141249-how-to-use-the-new-e-way-bill-and-e

What’s New

1. e-Way Bill Generation for Delivery Challans

Users can now generate an e-Way Bill directly for a Delivery Challan.

This helps businesses track goods being transported under a Delivery Challan and maintain the required GST-compliant movement records.

2. Select Supply Type and Sub-Supply Type

While generating the e-Way Bill, users can select:

• Supply Type

• Sub-Supply Type

This allows users to choose the transaction type that matches the reason and direction of goods movement.

3. Fields Based on Transaction Direction

The e-Way Bill form automatically displays the relevant fields based on the selected transaction direction.

This reduces unnecessary fields and helps users enter the correct dispatch, shipping, receiving, and transportation details.

↩️ Generate e-Way Bills for Credit Notes and Sales Returns

Platform: 🌐 Web
Status: Already Live

What’s New

1. e-Way Bill Support for Returned Goods

Users can now generate e-Way Bills for:

• Credit Notes

• Sales Returns

This helps businesses record and track the physical movement of goods being returned by a customer.

2. Automatically Selected Transaction Details

For Credit Notes and Sales Returns, myBillBook automatically sets:

• Supply Type: Inward

• Sub-Supply Type: Sales Return

This reduces manual selection and ensures that the transaction is recorded as the inward movement of returned goods.

Note

Unlike Sales Invoices, users cannot generate an e-Invoice and e-Way Bill together for a Credit Note or Sales Return.

When both documents are required, the e-Invoice and e-Way Bill must be generated separately.

🧾 Generate e-Invoices for Sales Returns

Platform: 🌐 Web
Status: Already Live

What’s New

1. Generate an e-Invoice from a Sales Return

Users can now generate an e-Invoice directly from the Sales Return preview screen.

A new Generate e-Invoice option is available after the Sales Return has been created and saved.

2. Simplified e-Invoice Cancellation

The Sales Return preview screen now includes a single Cancel e-Invoice button.

This makes the cancellation option easier to find and simplifies the overall cancellation flow.

3. Updated Cancellation Flow for Sales Invoices

The e-Invoice cancellation modal for regular Sales Invoices has also been updated.

Users must now select the mandatory:

“I have cancelled e-Way Bill”

checkbox before completing the e-Invoice cancellation.