Invoices, payments and returns

Invoice your customers, record their payments, and handle goods that come back. Everything lands in Ellibo Accounting too.

Invoices

Create an invoice from a sales order, a package or a challan with Create invoice, so the items and quantities are copied in. You can also go to Sales › Invoices and create one directly.

Invoices are the same documents as in Ellibo Accounting. Your books, GST reports and the customer's balance update straight away. See Create a sales invoice for every option on the invoice.

Payments received

Go to Sales › Payments Received, or click Record Payment on an invoice. Choose the customer and enter the amount and how they paid, then settle it against their invoices. See Record payments received.

Sales returns and credit notes

1. Open the sales order and click Sales Return. You can also go to Sales › Sales Returns.
2. Enter the quantities coming back and choose a reason.
3. Save. The goods come back into stock.

To give the customer money or credit for the return, create a Credit Note under Sales › Credit Notes.

On the buying side

Purchases › Bills, Payments Made, Purchase Returns and Vendor Credits work the same way with your vendors. See Bills and landed costs.