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.