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How to Create and Manage Invoices and Receipts in Gridlex Sky?
Management of invoices and receipts plays a crucial role for any organization. An invoice is a document that indicates the goods/services that a company has provided to a customer. Invoices also itemize the goods or services sold and may include discounts, taxes, and other fees. A receipt is a document that proves that a customer has paid for the goods/services that they have received. Gridlex Sky allows users to manage their invoices and business receipts in a single place. It can help businesses to record all their sales and receipts. Gridlex Sky accounting software is a powerful tool that allows you to easily create and manage invoices and receipts. In this user manual, we will provide step-by-step instructions on how to use the software to create and manage your invoices and receipts. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to Create Invoices and Receipts in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice where you want to create and manage your invoices and receipts. Step 2: Click on the "Revenue" tab in the left navigation menu. Click on the "Add Invoice/SO" button at the top of the screen. Step 3: Here, you can view different types of invoice templates. Click on the invoice template of your choice. Step 4: Enter the necessary information for the invoice, including the customer's name, invoice date and invoice due date, the items or services being invoiced, the price for each item, and add a discount if applicable. Step 5: Once you have entered all of the necessary information, click on the "Save" button to save the invoice. Users also have the option to “Save and Print” or “Save and Send Later.” Step 6: Voila! You have created a new invoice in Gridlex Sky. To manage your invoices, click on the " View Invoices" tab in the top navigation menu. Furthermore, users can select the "Receipt due" option to view the receipt. In addition, users can use the filters and search bar at the top of the screen to quickly find the invoice they are looking for. Step 7: To manage your receipts, click on the "View Receipts" tab in the top navigation menu. This will open a list of all of your receipts. You can use the filters and search bar at the top of the screen to quickly find the receipt you are looking for. To view a receipt, simply click on its row in the table. To edit a receipt, click on the "Edit" button. This will allow you to make any necessary changes to the receipt. With the Gridlex Sky accounting software, creating and managing invoices & receipts is quick and easy. By following the steps outlined in this user manual, you will be able to efficiently manage your invoicing and payment processes. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. Users can click on the “Create an invoice” tab in order to go directly to the Revenue page without having to scroll down and click on other sections.
Published | Aug. 22, 2023, 11:39 a.m.
How to Create and Pay Bills in Gridlex Sky?
With the help of Gridlex Sky accounting software, users can create, manage purchase orders/bills, and record payment against the bills. In addition, users can add vendor credits, vendor advance, refunds at one place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Bill Creation in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Costs” tab. Here, users can view a complete list of all the Bills/Purchase Orders. Step 2: Add Bill/PO by selecting one of the Bill Templates available. Step 3: In the Vendor Section, add/select the vendor and fill the required fields like tax related fields (if any). Fields marked with (*) are to be filled mandatorily in order to get tax reports accurately. Step 4: If the vendor currency is other than Entity’s Reporting, give the conversion rate applicable as on the date. Give the Bill Date, Bill Due date, Invoice Reference (Supplier), Is Reverse Charge Applicable and description (if any). Step 5: In the Item Section, users can add/select the Item from the drop down. Give the quantity and price per unit for the item. Fields marked with (*) are to be filled mandatorily in order to get tax reports accurately. To add multiple items in the bill, click on the “Add Item” button. Step 6: To add taxes, click on “Add Tax” and fill the Tax Line Item Name with Tax Amount. Step 7: Once done, click the “Save” button. Step 8: You have created a new Bill. In order to view a complete list, click on “View Bills/PO”. You can click on any of the Bill ID to view the details of the bill. Step 9: Here, you can edit the bill, pay due and print the bill. Bill Payments in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Costs” tab. Click on “View Bills/PO”. Here, choose the bill to be paid and click on the “Pay Due” button. Step 2: Enter the amount or link the amount from Advances, Credit, Excess payments and Bank transactions. Verify the payment date, select the Payment Mode (Cash/ Debit/Credit Cards/ UPI/ Bank Transfer) and choose Payment Account. Step 3: You can add more taxable items to the bill by clicking on the “Add Tax” button. To make the bill payment, click on the “Save” button. Step 4: To view the complete list of payments, click on the “View Payment” tab mentioned on the top menu of the screen. Here, click on the Payment ID to view the details of the payment. Here, users can edit the payment details by clicking on the “Edit Payment” button. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Create a Bill” under Costs section to create a bill in a single click.
Published | Aug. 23, 2023, 8:50 a.m.