Welcome to the Invoice Application Documentation

Introduction: Your Efficient Invoice Application

Welcome to the comprehensive documentation for the Invoice Application, a versatile solution designed to streamline your business’s invoicing and inventory management processes across multiple platforms. Whether you’re using the desktop application powered by Electron.js, the convenience of the Chrome browser extension, or the portability of the React Native mobile app, this guide will provide you with all the information you need to utilize the application effectively.

Purpose:

The primary purpose of this application is to empower small to medium-sized businesses with a user-friendly tool to manage their sales cycle, track inventory in detail, and generate professional invoices effortlessly. It aims to simplify the often complex tasks of record-keeping, ensuring accuracy and saving valuable time. By providing a unified experience across different platforms, you can manage your business operations from your preferred device, at any time.

Key Features:

This application is packed with features designed to meet the core needs of managing your business and creating invoices:

• Seamless User Management:
  • Easy signup process to get started quickly.
  • Secure login functionality to protect your business data.
• Centralized Business Information:
  • A dedicated section to store essential business details like your shop name, GST or PAN number, and address. This information is automatically used in your invoices.
• Intuitive Dashboard:
  • Upon login, a clear dashboard provides an at-a-glance overview of your business performance, including key metrics like the quantity of invoices, inventory, products, customers, brands, and categories.
  • Visual insights through profit graphs and summaries of your recent inventory and product activity.
• Organized Product Catalog:
  • Categories and Brands Management: Easily create and manage product categories and brands to keep your inventory organized.
  • Detailed Product Creation: Add new products with comprehensive information, including:
    • Icon upload for visual identification.
    • Product name, unique Stock Keeping Unit (SKU), and Harmonized System Nomenclature (HSN) code.
    • GST rate selection (0%, 5%, 12%, 18%, 28%).
    • Barcode value for efficient scanning and tracking.
    • Association with a specific category and brand.
    • Categorization into relevant sections like Grocery, Fruits, Vegetables, Electronics, Clothing, and more.
    • Selection of appropriate product units (Kg, Ltr, Piece, Packet, Dozen, etc.) with support for smaller unit tracking (e.g., grams for kilograms).
    • Entry of product weight.
    • Detailed product description.
  • Product Listing: A table view of all your products with options to edit and delete (deletion is restricted if the product has existing inventory).
• Efficient Inventory Management:
  • Batch Tracking: Create inventory entries by selecting a product and specifying a batch number for better tracking.
  • Essential Inventory Details: Record crucial information such as MRP, buy price, sell price, quantity, manufacturing date, and expiry date.
  • Automatic Stock Updates: The application automatically calculates and displays the total stock for each product by aggregating quantities from different inventory batches.
• Streamlined Invoice Creation:
  • Customer and Address Selection: Easily choose an existing customer and their specific address for the invoice.
  • Product and Batch Selection: Search for products and select specific inventory batches, with real-time visibility of the available quantity.
  • Automatic Calculations: Enter the quantity of the selected product, and the application will automatically calculate the corresponding SGST, CGST, and line price.
  • Invoice Summary: A clear summary section displaying the Sub Total (before tax), Discount, Taxable Amount, cGST, sGST, Total GST (TAX), and the final Total Estimate.
  • Notes and Payment Mode: Option to add notes to the invoice and specify the payment status as PAID or UNPAID (with future support for more payment methods).
  • Real-time Inventory Updates: Upon invoice creation, the available quantity of the selected inventory batch is automatically reduced.
• Comprehensive Invoice Management:
  • Invoice Listing: A table view of all generated invoices.
  • Invoice Actions: Each invoice in the list provides action buttons to:
    • Print PDF: Generate a printable PDF version of the invoice.
    • Cancel Invoice: Cancel an invoice if needed.
  • Inventory Rollback on Cancellation: When an invoice is canceled, the quantities of the products are automatically added back to the corresponding inventory batches.
  • Refund Management: The application indicates the refund amount upon cancellation, and a dedicated “Refund” action fully cancels the invoice.

This documentation will guide you through each of these features in detail, helping you to make the most of the Invoice Application and optimize your business operations. Let’s get started!