Sales Invoice

An Invoice, also known as a Sales Invoice, is a document issued by the seller to the customer after goods are delivered or services are completed. It serves as a formal request for payment and records the final details of the transaction.

The invoice includes important information such as customer details, billing, invoice number, invoice date, product or service details, quantity, price, applicable taxes, discounts, total payable amount, payment terms, due date, and any additional notes for the customer. It helps businesses track sales, manage receivables, and maintain accurate financial records.

In TIGG, users can create a new invoice, edit or approve draft invoices, and manage the invoicing process efficiently. Approved invoices can be used to track outstanding payments, record collections, and ensure proper accounting and reporting of sales transactions

To create a sales invoice, the following items should already be set up in Tigg:

• Customer  
• Product/Service

These records are required because the Invoice must be linked to a customer and must include the products or services being offered.

The Invoice List can be accessed by navigating to Sales → Invoice. This page displays all invoices created in the system and allows users to quickly manage and track them.
By default, the list displays the latest invoice, including both Draft and Approved invoice. These invoices can also be viewed separately through their respective Draft and Approved tabs.

Users can easily locate invoice in the list by using the following options:

• Search – Find Invoice quickly by entering relevant details such as invoice number or customer name.
• Filter – Apply filters to narrow down invoice based on specific criteria.
• Sort – Sort the list based on columns such as date, customer name, or Invoice number

The Export All feature allows users to export the complete sales invoice data from the system, including all detailed information. This is especially useful for reporting, record-keeping, or sharing invoice data.
The Sales invoice can be exported by selecting Options → Export All .

The Import feature is used to add multiple invoices at once, saving time and reducing manual entry. It is especially helpful when migrating invoices from previous software or uploading bulk invoice data from Excel files.
The Sales invoice can be imported by selecting Options → Import.

If your organization is using the E-Billing feature, you will have the option to view Unsynced Invoices.
Unsynced Invoices are invoices that have been created in the system but have not been successfully synced or submitted to the tax authority’s e-billing system. This may happen due to reasons such as internet issues, system errors, or temporary server unavailability.
The system provides a dedicated section to easily identify and track these unsynced invoices.

• By clicking on View Unsynced, the system displays a list of all invoices that have not been successfully synced with the e-billing system.
• Users can select individual invoices and manually initiate the resync process. 

This feature ensures that no invoices are missed and helps maintain compliance with e-billing requirements.

Users can view invoices that have been voided by selecting Options → View Voided. This section displays all invoices that are marked as void. 

When one or more invoices are selected in the list, Bulk Action options become available. Users can perform the following actions on the selected invoice:

• Void Selected – Mark the selected invoice as void.
• Export Selected – Export only the selected invoice

Convert to quick Receipt - The selected Invoice can be converted into a quick receipt.

1. Go to Sales →Invoice.
2. Click Add New.
3. Select the Location at the top of the form if the Billing Location feature is enabled. The selected location will determine the billing location for the Invoice 
4. Select the Customer Name from the dropdown list.
1. If the customer does not exist, click Add New to create a customer.
5. Enter a Reference code or select an existing quotation/sales order by clicking the search icon. If converting from a quotation or order, the items and prices will auto-fill and the reference will be tracked.
6. Enter the Invoice number 
1. The number can be automatically generated if numbering is set to Auto in configuration.
2. It can also be entered manually if numbering is set to Manual.
7. Enter the Invoice date and Due Date

      a.  Invoice date : The Invoice Date represents the date on which the invoice is created and issued to the customer. It is used to determine the transaction recording date, payment terms, and the due date for the invoice.
     b. Due Date: The due date is the date by which the payment for the transaction must be made according to the agreed payment terms.

1. Select the Currency and enter the Conversion Rate if the Invoice needs to be prepared in a currency different from the organization’s base currency.
2. Add the Product or Service lines.
1. Select the item from the list.
2. If the item is not already created, click Add New to create it.
3. Enter the Quantity, Rate, Discount, and Tax details for each item.
4. Product Description :  The Product Description field is used to enter details about the product or service being invoiced. 
5. Warehouse :If your organization uses multiple warehouses, click the Warehouse field that appears (below the items table) and select the appropriate warehouse. This assigns all line items of the invoice to the chosen warehouse. 
6. Transaction Discount :If you want to apply a discount to the total invoice amount, you can use the Transaction Discount option. This reduces the overall payable by the customer.
7. Sales Account : The Sales Account in a sales invoice  is automatically determined based on the selected product. Each product has a predefined sales account mapped to it, ensuring that the appropriate revenue account is credited when the invoice is created.
3. Enter Terms and Conditions if required.
1. These terms will appear on the  invoice document and inform the customer about conditions related to the sale.
4. Add Reporting Tags if required.
1. Reporting tags can be used to categorize or label Invoice  for better tracking and reporting.
5. Add Notes or Custom Fields if additional information needs to be included.
6. Click Save to record the invoice .
7.  The Invoice  can be saved as:

• Draft – Can be reviewed or modified later.
• Approved – Indicates that the sales invoice are finalized and ready to be shared with the customer.

If the approved invoice is selected then the quick action button “Record Payment” will be shown if clicked, then you will be directed to the Customer Payment

If the sale is an export sale, tick the “This is Export Sales” option and fill in the following details:

• Country: Enter the destination country as per the (Pragyapan Patra).
• Document No.: Enter the  Document number as per the (Pragyapan Patra).
• Date: Enter the transaction date as per the (Pragyapan Patra).

When the Add Payment option is selected in the Invoice, the user can directly record the payment at the time of creating the invoice. This helps in reducing additional steps by allowing immediate settlement (full or partial) of the invoice within the same screen. The recorded payment will reduce the outstanding receivable and update the invoice status accordingly.

The user needs to select the Payment Account, which represents the account where the payment is received, such as bank or cash. The Payment Mode defines how the payment is made, for example cash, bank transfer, or cheque, helping in proper tracking and reporting. The Payment Reference Number is used to record any transaction reference such as cheque number or transaction ID for future verification. The Payment Amount field captures the amount received against the invoice, which can be full or partial depending on the transaction.

• Payment Account: The account (cash or bank) where the payment is received.
• Payment Mode: The method of payment such as cash, bank transfer, or cheque.
• Payment Reference : The reference number for the payment transaction (e.g., cheque number or transaction ID).
• Payment Amount: The amount received against the invoice at the time of recording.

The TDS option in Invoice allows you to record tax that will be deducted by the customer at source when the payment is made against the invoice. Enabling this option ensures that the invoice reflects the expected TDS deduction, helping in accurate receivable tracking and tax reporting. The TDS amount will be considered while calculating the net amount to be received from the customer, while the deducted portion is recorded as a tax credit.

• TDS Account: The ledger account (typically a current asset) where the TDS amount is recorded as receivable and later adjusted against income tax payable.
• TDS Type: The applicable tax or revenue code used to classify the nature of TDS for reporting and compliance purposes.
• TDS Amount: The amount of tax expected to be deducted by the customer at the time of payment against the invoice.

Once all fields are completed, proceed to save the invoice

Reporting Tags are labels used to categorize and allocate an invoice to a specific project, department, or reporting category, making it easier to track and analyze expenses in reports. This field appears only if reporting tags have been configured in the system and is optional, meaning an invoice can be saved without selecting any tags. Proper use of reporting tags helps streamline reporting, improve transparency, and support more accurate financial analysis.

Additional fields configured for invoices to capture extra information as required by the organization. These fields appear only if they have been set up in the system configuration and are not mandatory for saving the invoice.

Once a sales invoice is created, several actions are available through the Options menu.

Once a sales invoice is created, several actions are available through the Options menu.

Edit

Allows you to modify the Sales invoice details such as products, pricing, taxes, or customer information.

Note : If the case is for E billing the invoice cannot be edited due to compliance reasons.

Make Duplicate

Creates a copy of the selected sales invoice. This is useful when preparing similar sales invoices for different customers.

Void Sales invoice

Marks the Sales Invoice as invalid. Once the Sales Invoice is voided, it cannot be reversed.

Create Credit Note 
If clicked upon, the selected invoice will be directed into a credit note. You can edit the details and save a new credit note.

Preview / PDF / PrintYou can preview, print, or export the sales invoice as a PDF.
Tigg provides default printing templates, which can also be customized from:
Configuration → Printing Templates.
The system provides an option to print the General Ledger (GL) transaction for each invoice separately. This feature allows users to view and generate the detailed accounting entries associated with a specific invoice, showing its impact on relevant accounts such as receivables, revenue, and taxes. 

Email Sales Invoice 

The Email option allows you to send the sales invoice directly to the customer from Tigg. When this option is selected, an email is generated using the predefined email template, which helps maintain a consistent and professional communication format.

The sales invoice is automatically attached to the email as a PDF document, allowing the customer to easily review or download the sales invoice. You can also review or modify the email content before sending it to ensure that the message includes any additional information if required.

Tasks
Tasks can be created and linked to a specific sales invoice to track follow-ups or required actions related to that sales invoice. Each task may include details such as the task title, description, assigned user, due date, and status. This helps teams coordinate activities and ensure that sales invoice–related actions are completed on time

Documents

The Documents section allows users to upload and attach supporting files related to the sales invoice. These documents remain linked to the sales invoice and can be accessed whenever the sales invoice is opened, making it easier to store and reference relevant files such as specifications, approvals, or supporting agreements.

Activity
The Activity section maintains a record of all actions related to the sales invoice. It includes an audit log of user activities, user comments or notes, and email logs generated from the sales invoice. This provides a clear history of updates, communications, and changes made to the sales invoice.

👉 Next Step

If an invoice needs adjustment, the next step is to issue a Credit Note.

Credit Notes help correct billing errors or record returns, ensuring accurate accounts.

➡️ Learn more: Credit Notes