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Invoices
CA Cloud Desk empowers you to manage your invoices efficiently with a comprehensive suite of features.
- In your partner dashboard select billing.
- In the Billing, dashboard click on the invoice, and you will be redirected to below dashboard
Invoice Section
This Invoices section within the CA Cloud Desk Billing Module provides a central hub for managing all your invoices. This section displays all your invoices and you can:
1. Apply Filters: View invoices as per services, customer, Type or for a specified duration.
2. Send Invoices via Email/WhatsApp
3. Download the PDFs of the invoices.
How to create Custom Invoices in CA Cloud Desk
To create Custom invoices, click on Add Custom Invoice Option on the invoices Section, and you will be redirected to the below screen
To create an invoice add:
Invoice Date: The date the invoice was created.
Expected Payment Date: The date by which you expect payment from your client for the invoice.
Branch: If you manage multiple branches, please select the branch for which you are creating this invoice
Customer: The name of the client associated with the invoice.
If the customer is not present, you can add a new customer using the Add new customer option.
Once you select the customer, the below screen will starrt displaying items section.
Add:
Service: Specify the service rendered by the client.
HSN (Harmonized System Nomenclature Code): If applicable, enter the HSN code for the product or service. This code is used for product classification and may be required for tax purposes.
Amount: Enter the unit price of the service or product.
Quantity: Indicate the number of units of the service provided to the client.
Discount (Optional): If you’re offering a discount on the service enter the discount here.
Tax Amount: Depending on your tax configuration, the platform might automatically calculate the tax amount
Add remarks, if the remarks are for your internal team you can uncheck the box and the remarks will not be shown to your customer.
Click save or Save and Add Another if you want to create another invoice simultaneously.
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