Process to create “Invoices” in Sanka:
Log In to Sanka
1: Navigate to Sanka and sign in to access your dashboard.
2: Ensure that you are in the correct workspace for Invoices creation and management.
Create a new Invoice
1: Go to Order Management and select Invoices Object. Then click the “New” button at the top-right of the Invoices page.
2: Single Entry will be selected as default if you create new. Fill the information of your Invoices.
3: Select Customer from the lists.
4: Or you can create new by clicking Contact or Company at the Customer property.
5: Select the Currency before select the item. Item lists will only show up if it’s match with the currency entered to the Item in Inventory Management.
6: There are 3 categories in Invoices. First is Invoices Based Tax in which the tax will be applied in one Invoices Records.
7: The second is Item Based Tax in which the tax is set on the item.
8: The last one is No Tax item in which the tax is not set or applied on the items or Invoices.
9: You can add more item from the existing records by clicking “Add Item” button.
10: Or you can add manually by clicking the “Manual Input” button and enter your item information in the required fields.
11: You can add discount by clicking Discount toggle. Enter the discount value and choose how you apply with the tax.
12: The Issuing Date set “Today” as default. But you can change it. Select the date and time then click apply to change.
13: For Payment Due Date is set to D+30 of today’s date as default. You can also change it if necessary.
14: Select the status of the Invoice for easy tracking.
15: Once all the required information are filled, click Create Invoices.
16: Your Invoice record will appear on the record table page.
17: If you click ID, the detailed page will show up for you to edit, download, duplicate, or archive the existing Invoice.
