Customizing Invoices

In Billclap, customization options for invoices are designed to help users tailor the appearance and content of their invoices to reflect their brand identity and meet specific business needs. Here’s a detailed explanation of the customization options typically available in Billclap invoices:

Navigate to Sales Column:

Log in to your BillClap account.
Go to the Sales or Invoices section.

Access Tax Invoice Settings:

Find and click on the option Tax Invoice settings. This is usually located under settings or configurations within the Sales section.

Fill in Document Name:

Enter a suitable Document Name for your tax invoices. This could be "Tax Invoice", "Invoice", or any specific name you prefer.

Configure Tax Invoice Sequence and Prefix:

Locate the settings for Tax Invoice Sequence and Prefix.
Enter a Prefix if needed (e.g., "INV-").
Specify the starting Sequence Number for your tax invoices.

Enable/Configure Optional Settings:

Check or fill in the following optional settings as required:

Show Party Balance in Tax Invoice: Enable this option if you want to display the customer's current balance on the tax invoice.
Show Due Date in Tax Invoice: Enable this option to display the due date of the invoice.
Enable Free Item Quantity: Check this box if you want to include free item quantities on the invoice.
PO Number: Enter a field for Purchase Order numbers if relevant.
E-way Bill Number: If applicable, enter the E-way Bill Number field.
Vehicle Number: If shipping goods, enter the Vehicle Number field.
Shipping Address: Specify if you want to show the shipping address on the tax invoice.
Show Balance Amount: Display the balance amount on the invoice.
Show Received Amount: Display the received amount on the invoice.
Show Free Item Quantity: Display the quantity of free items on the invoice.
Terms and Conditions: Enter any terms and conditions that should appear on every tax invoice.

Notes:

If there's a specific Notes section or field, fill it out with any additional information or instructions relevant to the tax invoice.

Save Settings:

After filling out and configuring all the necessary settings, make sure to save your changes. This is usually done by clicking on a "Save" or "Update" button at the bottom of the settings page.