Sales Invoice Setup Guide

Before You Start: First Invoice Setup (Important)

Invoice Settings pop-up (First-Time Only)

When you create your first sales invoice, LedgerX shows a popup to configure invoice preferences.

Why this matters:

These settings control how your invoices look and what information appears on them

You can:

• Set Invoice Heading(Invoice/ Bill of Supply)
• Enable or disable:
• Company Logo
• CIN / PAN
• Customer details
• Dispatch details
• Payment terms
• Review the print preview on the right

Click "Update Invoice Settings" to continue

Or choose "Later" to proceed with default settings

Open Sales Invoice Screen

• Navigate to: Sales ? Sales Invoice ? Add New

Select or Create Customer (From Invoice Itself)

Option A: Select Existing Customer

• Click the Customer Name dropdown (top-left)
• Choose an existing customer

Option B: Create Customer Instantly (Without Leaving Invoice)

• Click ? Add Customer inside the dropdown
• A Customer Creation popup opens

You can enter:

• GST category & GSTIN
• Customer legal & ledger name
• Billing & shipping address
• Contact person details
• Click Save

Fill Invoice Header Details

Complete the top invoice section:

• Place of Supply
• Invoice Date
• Customer Order Number & Date (optional)
• Credit Period / Due Date
• Billing Currency
• Enable Invoice Sharing Popup (optional)

These details ensure GST-compliant invoicing.

Add Items (Item-wise Entry)

Item-wise Entry (Quantity Wise)

• Click Add New Line
• Select:
• Item Code / Item Name
• Price Type
• Quantity
• Unit
• Rate
• Discount(if any) is applied automatically
• Net amount is calculated in real time

Non-Item Wise Entry (Optional)

• If you want to invoice services or ledger-based sales:
• Open Non Item-wise Entry
• Select Income / Sales Account
• Select Income / Sales Account
• This is useful for:
• Professional services
• Adjustments
• Miscellaneous income

Review Total & Tax Calculation

• Subtotal
• Discounts
• Net invoice amount

Journal Entry & Invoice Amount Summary

At the bottom section:

• Review Journal Entry
• Debit & Credit accounts
• Apply:
• Additional Discount
• TCS (if applicable)
• Round-off (+ / -)

Dispatch Details (If Applicable)

Expand Dispatch Details section to enter:

• Transportation mode
• Vehicle number
• Dispatch date

Add Invoice Description & Documents

• Add Invoice Description (Optional)
• Upload supporting documents (PDF / image)

Save & Share Invoice

Click Save (Ctrl + S)

After Saving:

• Invoice is created
• You Can:
• Share via WhatsApp/Email
• Print or download PDF
• Continue editing if needed