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Invoicing & Receipts
Learn about How to raise Invoice, How to create an estimate, How to record payments, and import customers list.
How to create an Invoice?
How to Create an Invoice in ProfitBooks?
How to setup InstaMojo Payment Gateway?
How to set up Instamojo Payment Gateway in ProfitBooks?
How to create an Export Invoice ?
How to create an Export Invoice in ProfitBooks?
How to Import Customers List?
How to import customers in ProfitBooks
How to add Customer notes / Terms and Conditions on Invoice?
How to add Customer notes / Terms and Conditions on Invoice? ProfitBooks offers facility to print certain information which will be printed permanently on each invoice. This feature can be used for printing: Bank Account Details for receiving money Payment Terms and Conditions Late Payment Fees Delivery Details Warranty Terms Return or Replacement Policy Or any other details which you feel will make your terms of sale more clear. You can read this detailed article to [Writ
How to create an Estimate or Quotation?
How to Create an Estimate or Quotation in ProfitBooks?
How to record receipts against Invoice?
How to record receipts against Invoice in ProfitBooks?
How to create a new Customer?
How to add new customer?
How to delete an Invoice?
How to delete an Invoice in ProfitBooks?
How to create a Sales order?
How to create Sales order in ProfitBooks?
How to round off amount on Invoice?
How to round off amount on Invoice in ProfitBooks?
How to add Payment Link to Invoice?
How to add Payment Link to Invoice in ProfitBooks?
How to add bank details on Invoice?
How to add bank details on Invoice in ProfitBooks?
How to create Cash Invoice?
How to create Cash Invoice in ProfitBooks?
How to apply Discount on Invoice?
Let's see how to apply discount on an Invoice There are two ways where you can apply discount on an invoice Case 1 - Discount to a specific product: Go to Income > Invoice Apply Discount in Percentage in front of that product Discount on product Case 2 - If you want to apply an overall discount/deduction to the Invoice: Go to Income > Invoice > Add other charges Select adjus
How to settle or write off invoice payments?
How to settle or write off invoice payments? To settle the invoice there are two ways: First is to settling invoice through payment and Second way is to settle it through expense accounts. Case 1: Let's see how to settle or write off invoice payments. Go to Income > Invoices Step 1: Click on the Invoice for which you want to settle the payment. Step 2: Click on the Add Payment option on the top right side. ![Add payment](https://storage.crisp.chat/users/helpdesk/website/853f70a6
How to create invoice in different currency?
Creating Invoice in different currency Invoices can be created in any currency. Lets see how to create the same via following steps : Firstly, user needs to create customer in the same currency as he needs in invoice, for that Go to Income > Customers, click on add customer Fill in the details and mention the currency of invoice eg. INR, USD, AUD etc. Now , for invoicing: Go to Income > Invoices >
How to record advance from Customers?
Advance from customer is a liability account, in which is stored all payments from customers for goods or services that have not yet been delivered. Once the related goods or services have been delivered, the amount in this account is shifted to a revenue account. #How to record Advance from Customers? There are two types of payment received from customer namely Against Invoice and Advance Receipt. Go to Income > Receipts > Advance Receipts Option 1: Advance payment received from c
How to add Free Products on Invoice?
How to add Free Products/sample on Invoice? Lets see how to add free product/sample on invoice in ProfitBooks: Go to Income > Invoice, and click on add New Invoice Fill in the details like customers, invoice date, place of supply, etc. Add the products by selecting the product from items drop-down menu Add quantity on invoice and mark the price as zero, this will ensure inventory is adjusted and goods are offered free on invoice. you can enter the details in description box. Cli
How to copy the same Invoice?
Let's see How to copy the same Invoice in ProfitBooks: Go to Invoices, click on the action button of the invoice you want to copy, Click on Copy into New to make a copy. A same Invoice will appear as shown above. The data will come as it is. th
How to change Estimate name to Sales Quotation?
How to change Name of Estimate to Sales Quotation? Under ProfitBooks, there are predefined names given for the ease of use. For eg. Clients are called as Customers, Seller are called as vendors,and etc. However the user can change such name as per there convenience through the settings page of ProfitBooks. One of such changes in this article is about changing name of estimate to Sales quotation. To change the name first you have to go to Settings page > Customs Fields & Preferences > Other P