How to Add a New Vendor in Rednote Online Invoicing Software:-

1.Select vendor option under purchase in left side of Rednote page.

2.To add a new vendor click New option.

3.Enter Vendor name in the given vendor name field (Which is mandatory).

4.Select the state from the given drop down (Which is mandatory).

5.You can fill the given other fields like website, landline phone, GSTN, Address Line1, Address Line2, Industry, Office email, Mobile, Pan, Pincode and country.

6.Click Save your vendor detail will be saved successfully.

7. To import vendor  from excel, click the arrow near New option and select import vendor option.

8.Download the import vendor  excel file from right corner of the page.

9.Fill all the vendor detail in excel file,Vendor Name and State are mandatory field. State code should be filled in State column with the help of the detail given in second sheet of excel file.

10.Upload the file in below given link and click import vendor.

11.Vendor details will be imported successfully

12.If  you click the Action option, you can delete a vendor, export the vendor  to excel file and convert the vendor  into client  by selecting create as client.

How to Add a PO Acknowledgement in Rednote Online Invoicing Software :-

1.Select PO Acknowledgement under sales in Rednote page.

2.Click New to add a new PO Acknowledgement in Rednote invoicing software.

3.Select client name from the client name drop down box (Which is mandatory).

4.Select the order Ack date  for the PO Acknowledgement (Which is mandatory).

5.You can enter other fields given if needed like contact name, mobile, Email, shipping address, Quote No, Quote date, PO No, PO Date and sender details.

6.Select product from the given drop down box in product, change the quantity if needed and click save. Your  PO Acknowledgement will be saved successfully.

7.Select the PO Acknowledgement  you want to make changes and click Action button, you can delete the PO Acknowledgement which is selected then you can create similar PO Acknowledgement then you can export the PO Acknowledgement in excel file.

8. In crop symbol  in right side of the page you can filter the PO Acknowledgement by client name and click apply.

9.In filter symbol in right side of the page you can filter the PO Acknowledgement  with date range. 

10.Click the setting symbol in right top of the page to change the setting for PO Acknowledgement.

11.You can add prefix, suffix, invoice header for your PO Acknowledgement under settings option.

12.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, editAck no, letter head (you can set the margin in the below given box).

13.You can enter your remarks in the given box to be displayed in the PO Acknowledgement.

14.You can display your signature in PO Acknowledgement by uploading it by the given link.

15.You can enter your terms in the given box which will be displayed in your PO Acknowledgement.

16.You can enter notes in the given box which will be displayed in the PO Acknowledgement.

17.In the given template you can select any one template according to your wish, the PO Acknowledgement will be displayed in selected template format.

18.After making your changes in the settings options, click update. Your  PO Acknowledgement will be updated with the changes.

How to Add a Delivery challan in Rednote Online Invoicing Software :-

1.Select Delivery challan under sales in Rednote page.

2.Click New to add a new Delivery challan in Rednote invoicing software.

3.Select client name from the client name drop down box (Which is mandatory).

4.Select the delivery date  for the delivery challan (Which is mandatory).

5.You can enter other fields given if needed like Delivery Challan type, Shipping Address, PO No, PO Date.

6.Select product from the given drop down box in product, change the quantity if needed and click save. Your  delivery challan will be saved successfully.

7.On the same page you can define the status of the delivery challan as sent, delivered and returned in status option.

8.Select the delivery challan you want to make changes and click Action button, you can delete the delivery challan which is selected then you can create similar delivery challan then you can export the delivery challan in excel file.

9. In crop symbol  in right side of the page you can filter the delivery challan by client name and click apply.

10.In filter symbol in right side of the page you can filter the delivery challan with date range. 

11.Click the setting symbol in right top of the page to change the setting for delivery challan.

12.You can add prefix, suffix, invoice header for your delivery challan under settings option.

13.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit DC no, enable price, shipping address, letter head (you can set the margin in the below given box).

14.You can enter your remarks in the given box to be displayed in the delivery challan.

15.You can display your signature in delivery challan by uploading it by the given link.

16.You can enter your terms in the given box which will be displayed in your delivery challan.

17.You can enter notes in the given box which will be displayed in the delivery challan.

18.In the given template you can select any one template according to your wish, the delivery challan will be displayed in selected template format.

19.After making your changes in the settings options, click update. Your  delivery challan will be updated with the changes.

How to Add a Proforma Invoice in Rednote Online Invoicing Software :-

1.Select proforma invoice under sales in left side of the Rednote page.

2.Click New to add a new proforma invoice in Rednote.

3.Select the client name from the drop down given in the client name box (Which is mandatory).

4.Select the date to raise the proforma invoice to the client (Which is mandatory).

5.Select the currency from the given drop down box of currency (Which is mandatory).

6.You can fill other fields given like PO No, PO Date, select name from the given drop down, valid till date, Mobile & Email and sender details.

7.Select product from the given drop down box in product, change the quantity if needed and click save. Your proforma invoice will be saved successfully.

8.Select the proforma invoice you want to make changes and click Action button, you can delete the proforma invoice which is selected then you can revise the proforma invoice selected then you can create similar proforma invoice then you can export the proforma invoice in excel file.

9. In crop symbol  in right side of the page you can filter the proforma invoice by client name and click apply.

10.In filter symbol in right side of the page you can filter the proforma invoice with date range.

11.Click the setting symbol in right top of the page to change the setting for proforma invoice.

12.You can add prefix, suffix, invoice header for your proforma invoice under settings option.

13.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit proforma no, product group, letter head (you can set the margin in the below given box), display GST.

14.You can enter your remarks in the given box to be displayed in the proforma invoice.

15.You can display your signature in proforma invoice by uploading it by the given link.

16.You can enter your terms in the given box which will be displayed in your proforma invoice.

17.You can enter notes in the given box which will be displayed in the proforma invoice.

18.In the given template you can select any one template according to your wish, the proforma invoice will be displayed in selected template format.

19.After making your changes in the settings options, click update. Your proforma invoice  will be updated with the changes.

20.Select and open a proforma invoice and click more option to save the proforma invoice in pdf format then you can send the proforma invoice in pdf format then you can generate the proforma invoice into invoice.

21.Select and open a proforma invoice and select print option to take a print copy of your proforma invoice.

How to Add a Quotation in Rednote Invoicing Software :-

1.Select quotation option under sales in Rednote page.

2.Click New option to add a new quotation.

3.Select client name from client name drop down box (Which is mandatory field).

4.Select quotation date from the given box (Which is mandatory field).

5.Enter client name in the given box or you can add the contact details by clicking the drop down option in name box.

6.Select till date from the given box(Which is mandatory field).

7.If needed you can add other details like sender details, mobile & Email and currency.

8.You can add the subject of the quotation and content of the quotation in the given box to be displayed in the quotation.

9.Select product from given drop down in product box, if needed you can change the quantity.

10.Click the settings symbol in right top of the page and enter the terms and condition which will be displayed in the quotation.

11. Click the settings symbol in right top of the page and enter the notes which will be displayed in the quotation. 

12.Click save, your quotation will be saved successfully.

13.In Action button, you can delete the invoice then you can revise the invoice then you can create similar quotation then you can export the quotation details in excel file.  

14.In crop symbol  in right side of the page you can filter the quotation by client name and click apply.

15.In filter symbol in right side of the page you can filter the quotation with date range.

16.Click the setting symbol in right top of the page to change the setting for quotation.

17.You can add prefix, suffix, invoice header for your quotation under settings option.

18.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit quotation no, product group, letter head (you can set the margin in the below given box), display GST.

19.You can enter your remarks in the given box to be displayed in the quotation.

20.You can display your additional image in the quotation by uploading it by the given link.

21.You can display your signature in quotation by uploading it by the given link.

22.You can enter your terms and conditions in the given box which will be displayed in your quotation.

23.You can enter subject and content in the given box which will be displayed in the quotation.

24.You can enter terms and notes in the given box which will be displayed in the quotation.

25.In the given template you can select any one template according to your wish, the quotation will be displayed in selected template format.

26.After making your changes in the settings options, click update. Your quotation will be updated with the changes.

27.Select the quote you want to edit then click status option where you can save the status of the quotation as accepted, declined, draft and sent.

28.Select the quote you want to edit then click more  option where you can save the quotation in pdf format, then click send pdf to send the quotation in pdf format, then select generate proforma to generate the quotation into proforma and then select generate invoice to generate you quotation into invoice.

29.Click print to take a print copy of your quotation.

How to Add a recurring Invoice in Rednote Invoicing Software :-

1.Select recurring invoice option under sales in Rednote page.

2.Click New to add a new recurring invoice.

3.Select the client name from the drop down in client name box which is  mandatory.

4.Select the payment terms from the drop down in given box.

5.You can change the currency if needed in the given currency box.

6.Select any one option in given Repeat every box which is mandatory.

7.Start date and End date must be select in given box which is mandatory.

8.Enable sent to client option which you want to send notification for your client.

9.Select Invoice type (B2B or B2C).

10.Select product from the drop down in given product  box, if want to change the quantity you can change it and to add next product  select Add item.

11.Click save in the top of the page your recurring invoice will be saved.

12.In the Action Button, you can delete the recurring invoice, create similar recurring invoice and you can export the recurring invoice in excel file.

13.In the crop symbol option you can filter the recurring invoice by client name, Invoice status, payment status and click apply.

14.In the filter symbol option you can filter the recurring invoice by date range and click apply, your recurring invoice will be filtered.  

How to Add Credit Note in Rednote Invoicing Software

1.Select credit note option under sales in Rednote page.

2.Click New to add a new credit note.

3.Select the client name from the drop down in client name box to whom to you want to raise the credit note.

4.Select the invoice number from the drop down in invoice no box to which invoice you want to raise the credit note.

5.Select a reason for raising a credit note from reason box drop down.

6.Select the date for which you want to raise the credit note.

7.Select the product from the dropdown in product box for which you want to raise to credit note, to add next product click add item.

8.Click save, your credit note will be added against the selected client and invoice.

9.Select action option to delete the credit note, create similar of the credit note and export the credit note to excel file.

10.Select the funnel symbol in the right side where you can filter credit note with date range.

11.Click the setting symbol in right top of the page to change the setting for credit note.

12.You can add prefix, suffix, invoice header for your credit note under settings option.

13.You can enable the given option (Yes/No) under settings like signature,remarks,reset number,water mark logo,enable logo,edit credit no,letter head (you can set the margin in the below given box for letter head).

14.You can enter your remarks in the given box to be displayed in the credit note.

15.You can display your signature in the credit note by uploading it by the given link.

16.You can enter your notes in the given box which will be displayed in your credit note.

17.After making your changes in the settings options, click update. Your credit note will be updated with the changes.

How to Add a receipt in Rednote Invoicing Software

1.Select Receipt under sales option in Rednote page.

2.Click  New to add a new receipt.

3.Select Client name and Payment date which is mandatory in receipt.

4.If needed payment mode and payment reference number can be filled.

5.Fill the amount in the pay box to make payment for the required invoice and the total will be calculated and displayed in the bottom.

6.You can add advance receipt by clicking the arrow button beside New and add client name and payment date which is mandatory and fill the amount in the Advance amount box.

7.Click Save, your advance receipt will be added successfully.

8.You can delete the receipt by clicking the delete option in action button.

9.Click the crop symbol to filter by client name and invoice number and click apply, your receipt will be filtered.

10.Click the funnel symbol to filter with date range and click apply, your receipt will be filtered.

11.Click the setting symbol in right top of the page to change the setting for receipt.

12.You can add prefix, suffix, invoice header for your receipt under settings option.

13.You can enable the given option (Yes/No) under settings like signature,remarks,reset number,water mark logo,enable logo,edit receipt no,letter head (you can set the margin in the below given box for letter head).

14.You can enter your remarks in the given remarks box to be displayed in the receipt.

15.You can display your signature in the receipt by uploading it by the given link.

16.You can enter your notes in the given notes box which will be displayed in your receipt.

17.After making your changes in the settings options, click update. Your  receipt will be updated with the changes.

How to add new invoice in online invoicing software

1.Select Invoice under sales in left side of the Rednote page and click New.

2.Select client from the dropdown given, Invoice date will be automatically updated(Client name and invoice date is mandatory field for creating invoice).

3.You can add Shipping address by clicking dropdown under shipping address and select Add shipping address.

4.You can fill other field like due date, payment of terms, DC No,DC Date, Del Through, Del Destn, Order No, Order Date, Vehicle No, LR No.

5.Select product from the dropdown,you can change the quantity if needed. If you want to add another product click add item.

6.Click Save and your invoice will be saved.

7.If you click the dropdown in Action button, you can select delete option to delete the invoice.

8.If you click the dropdown in Action button, you can select create similar option to create a similar invoice.

9.If you click the dropdown in Action button, you can select export option to export  the invoice in excel file.

10.You can click the crop symbol to filter by client name, invoice status and payment status and click apply to get the detail.

11.You can click the funnel symbol to filter by date range and click apply to get the detail.

12.Click the setting symbol in right top of the page to change the setting for invoice.

13.You can add prefix, suffix, invoice header for your invoice under settings option.

14.You can enable the given option (Yes/No) under settings like signature,remarks,TDS,shipping address,reset number,water mark logo,enable logo,editable invoice no,preserve previous price,letter head (you can set the margin in the below given box).

15.You can enter your remarks in the given box to be displayed in the invoice.

16.You can display your signature in the invoice by uploading it by the given link.

17.You can enter your terms and conditions in the given box which will be displayed in your invoice.

18.In the given template you can select anyone template according to your wish.

19.After making your changes in the settings options, click update. Your invoice will be updated with the changes.

How to add client in Rednote online invoicing software

1. Select the client under sales on the left side of the Rednote page.

2.To add a new client, click New in the client detail screen.

3.In the client detail page fill the mandatory field like Organization Name, State and GSTN type.

4.If needed you can fill the other field given in the client detail page.

5.To import clients from excel, click the arrow near New option and select import client option.

6.Download the import client excel file from the right corner of the page.

7.Fill all the client detail in excel file, client Name and State are mandatory fields. State code should be filled in the State column with the help of the detail given in the second sheet of excel file.

8.Upload the file in the below link and click import client.

9.Client detail will be imported successfully.

10.If you click the action button, you can delete a client, export the client to an excel file and convert the client into vendor by selecting create as vendor.