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As an MSME owner, you know the value of time and how it directly impacts your bottom line. One crucial aspect of running a business is invoicing, and it’s essential to streamline this process as much as possible. Traditional paper-based invoicing can be cumbersome, time-
consuming, and prone to errors. Moreover, in today’s digital age, clients and customers expect faster and more efficient transactions. You must learn how to create an invoice online to address all these concerns.

How to create an invoice using CaptainBiz

First things first, you need to sign up for a CaptainBiz account. Head over to www.captainbiz.com and follow the registration process. Once you’ve signed up, log in to your account. You will be redirected to the dashboard. On the left side, you can access the menu.

Steps for Creating Invoice For Sales

You will see three tabs in the Sales option:

Sales Orders: Used to record orders received by customers.

Proforma Invoices: Can also be printed using the quotation or estimates template.

Sales Invoices: Used to create a final invoice, ready to be sent to the customer.

You can create an order or invoice in all three categories. However, it is also possible to directly create Sales Invoices. In both cases, the process is quite similar. All you need to do is follow these steps:

Step 1: Click on ‘new invoice’.

sales invoice

Step 2: Select the type, i.e., tax exclusive or tax inclusive.

create invoice

Step 3: Add the customer’s name, product, quantity and all other required details.

captainbiz sales invoice details

Step 4: Save the invoice. You can also print or send the invoice to the customer via mail.

save sales invoice

Steps for Creating Invoice For Purchase

A purchase invoice can be created automatically after a purchase order is created. You can also create purchase invoices directly. Here are the steps to be used for the first method:

Step 1: Click on ‘new order.’

purchase order

Step 2: Select supplier, place of supply, product and other required details.

purchase invoice details

Step 3: Click on save and generate invoice.

generate invoice

Step 4: Go to ‘new payment’ and add the required details.

new payment

Step 5: You can also print or send the invoice to the customer via mail.

A Purchase Invoice will be created, and details will be fetched automatically. Enter other details as required. If need be, you can make the modifications in the invoice and save it.

Also read: Simplify Your Operations with Computer Billing Software: What You Need to Know

Steps for Creating Invoice For Service Purchase

These are created for the services purchased for a business. To create this invoice, follow these steps:

Step 1: Go to Service Purchase Invoices and click on New Service Purchase Invoice.

new service purchase invoice

Step 2: An invoice page will open where you have to select the supplier.

supplier details

Step 3: Add the document number, name of the service and other required details.

add documet number

Step 4: Check all the details and click save.

save service purchase details

Step 5: The invoice you just created will show up on the invoice page. You can edit or delete this invoice in future.

CaptainBiz offers MSME owners a seamless and efficient way to create invoices online. With its user-friendly interface and powerful features, it’s a game-changer for businesses looking to streamline their invoicing processes. Try CaptainBiz today, and experience the future of online
invoicing for yourself. It’s time to save time, reduce errors, and get paid faster – all with just a few clicks.

author avatar
Aaryan Singh
B.Com degree with finance and accounting Specialisation in Goods and Service Tax (GST) and taxation system Completed certification course on GST from ICAI in 2022 Online GST practitioner course completed in 2023 from Indian Institute of Skill Development and Training.

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