Sales documents

1 The ten documents What each sales document is for, and which one to raise when. 2 Raise a quotation Your first document, start to finish, and what to get right before you send it. 3 Lines, discounts and charges Building the body of a document: items, headings, notes, units, discounts, freight and rounding. 4 How GST is worked out Place of supply, CGST against IGST, the six treatments, cess, and what you never have to choose. 5 Convert to an order or an invoice Moving a document along the chain without retyping, and what decides which routes are offered. 6 Billing a job in parts Five ways to bill part of an order, and how a fraction of a fixed price is shown… 7 Edit, revise, cancel or delete What can be corrected, what cannot, and why the refusals exist. 8 Credit notes Reversing part or all of an invoice, and why it is not a deletion. 9 Debit notes to customers Adding to an invoice that charged too little, and collecting it like an invoice. 10 Delivery challans and e-way bills Paperwork that travels with the goods, and the transport detail an e-way bill needs. 11 Bill of supply The document you raise when you must not charge GST. 12 Exports, SEZ and LUT Selling outside India or to an SEZ, with or without paying tax. 13 E-invoicing and e-way bills What the document does for you, what it records, and what it does not do. 14 Record a payment Taking money against invoices, part payments, advances, and a cheque that bounces. 15 TDS and TCS When a customer deducts tax before paying you, and what the document shows. 16 What you are owed The ageing buckets, the dashboard, and which customers to ring first. 17 Customise how documents print Designs, blocks, columns, logo, colours and a CSS override — making a document look like your letterhead. 18 Email templates Write the covering note once. Four placeholders fill themselves in. 19 Send a document Send opens an email with the PDF attached, your template written, and a button to the document online. 20 Share a document with a customer A link they can open without an account, and answer. 21 Bill the same customer every month A standing arrangement that raises the invoice for you, a page for each one, and a record of… 22 Let customers pay online Connect your own payment gateway. The money goes to your account, not ours. 23 Bring documents in from a spreadsheet Moving from Tally, Excel or another system without retyping a year of invoices. 24 Proposals A designed, Word-like offer for a lead, customer or deal: created in a short window, written in the… 25 Write a proposal in the designer A Google Docs-like editor on A4 pages: your letterhead, header, footer and page numbers on every page as… 26 Charts, text boxes and columns A bar, line or pie chart from a grid of numbers, a boxed note with a fill and… 27 Open a Word document Bring a .docx into a proposal's pages with its headings, fonts, colours, lists, tables and pictures, and on… 28 Proposal templates Letterhead, logo, header, footer, page numbers, cover page and fonts: the organisation's, and each person's own. 29 Signatures on a proposal Your own signature, the organisation's, a manager's shared with the team, and the client signing on their phone… 30 What a proposal offers, and a costing approval List the products and services a proposal offers, from your items or your own lines, and have a… 31 Approve, send and follow a proposal Approval by value, the PDF on the email, the client's page with Accept and Decline, opens, expiry, revising… 32 Convert a proposal to a quotation, sales order or invoice When the client says yes: convert the proposal as you would a quotation, into a quotation, or a… 33 Who can do what Ten actions, four scopes, and nine document types you can set separately.