3. Invoices

Invoices

How to Add an Invoice in Sky Books:

  1. Navigate to the Invoice Section:

    • Go to the Transactions section from the sidebar.
    • Click on Invoices to view existing invoices or add a new one.

  2. Add New Invoice:

    • Click on Add Invoice to create a new invoice.

  3. Fill in Invoice Details:

    • Invoice Type: Select the appropriate invoice type (e.g., Sales Invoice, Service Invoice).
    • Invoice No: Sky Books will auto-generate the invoice number (e.g., INV0084), but you can customize it if needed.
    • Customer Name: Select the customer from your contacts list.
    • GST IN: Enter the customer’s GST Identification Number.
    • Due Date: Set the due date for payment (e.g., 28/02/2025).
    • Invoice Date: Set the issue date for the invoice (e.g., 28/02/2025).
    • Place of Supply: Enter the place of supply (this can vary based on your country’s GST regulations).
    • Tax Type: Choose the tax type (e.g., GST).
    • Sub Type: Choose the sub-type of the tax if applicable.
    • Based On: Select whether the invoice is based on an order, quote, etc.
    • Agent / Broker: If an agent or broker is involved, specify their details.
    • Commission (%): Enter the agent/broker commission percentage if applicable.

  4. Tax Calculation & Item Details:

    • S.NO: Serial number for each item listed.
    • Item: Select the product or service being sold (e.g., iPhone, Fresh Milk).
    • QTY (Quantity): Enter the quantity of each item sold.
    • Rate (Exclusive of Tax): Enter the rate per unit for each item, excluding tax.
    • Tax: Select the applicable tax rate (e.g., GST 18%).
    • Amount: The system will calculate the total for each item (rate x quantity).

  5. Terms & Conditions:

    • Add any relevant terms and conditions for the invoice.

  6. Additional Information:

    • Our Notes: Add any notes to the customer, if necessary.
    • Sub Total: Sky Books will automatically calculate the subtotal for the items listed.
    • CGST & SGST (Tax Calculation): Sky Books will calculate the CGST and SGST based on the tax rate selected (e.g., CGST 9%, SGST 9%).
    • Others: Add any extra charges (e.g., shipping or handling fees). Enter the name and amount of the extra charge.
    • Round Off: The system will round off the total amount if needed.

  7. Final Total:

    • The system will display the final Total, including taxes, additional charges, and any adjustments for rounding.

Benefits of Using Sky Books Invoice Feature:

  • Tax Calculation: Automatically calculates CGST, SGST, and other taxes.
  • Comprehensive Invoice Details: Track all the details from the customer, items sold, tax rates, and additional charges.
  • Customization: Add notes, terms, and customize commission and other charges.
  • Easy Tracking: View and manage all your invoices in one place for easy follow-up and payment management.