How to Create a Sales Invoice on myBillBook

Feature Overview

Sales invoices are a fundamental part of any business transaction. With myBillBook invoicing software, you can generate professional, GST-compliant invoices quickly and easily. Creating sales invoices helps streamline billing, improve cash flow, and maintain accurate financial records.

Business Benefits

• Quick Billing: Create invoices in seconds, saving time and effort.

• Professional Design: Generate clean, GST-compliant invoices to build trust with customers.

• Error-Free Transactions: Automate calculations for tax, discounts, and totals.

Steps to Create Sales Invoice Using myBillBook

Follow these simple steps to create a sales invoice in myBillBook:

Step 1 : Access the Dashboard

• Login to myBillBook web version or app.

• On the Dashboard screen, click on the “+ Bill / Invoice” button.

Step 2 : Select Party Name

• From the dropdown, choose the party to whom you want to issue the invoice.

• If the party is new, you can quickly add their details by clicking on “+ Add Party.”

Step 3 : Add Items

• Click on “Add Item” to include the products or services being billed.

• Fill in the item details, such as item name, quantity, rate, and HSN code if applicable.

Step 4 : Add Charges or Discounts (Optional)

• To apply charges like shipping or discounts:

  • Click on “Add more details”.

  • Enter the necessary fields such as Additional Charges, Discount (percentage or fixed), or Tax details.

Step 5 : Generate the Invoice

• Review the invoice details for accuracy.

• Click on “Generate Bill” to finalize the sales invoice.

Watch How to Create an Invoice Using myBillBook

FAQs on Generating Invoice Using myBillBook