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  3. How to Create a Sales Invoice/Credit Note Book

How to Create a Sales Invoice/Credit Note Book

In this guide, we will show you how to create a Sales Invoice/Credit Note Book within the Finance Module.

Access: The minimum permissions required to create a Sales Invoice/Credit Note Book are found in the Finance Module of Config>Setup>Roles & Permissions.

Pre-requisites: None

Related Guides

To begin, go to Module>Finance>Books.

Click on the Select Book Types dropdown.

Select Sales Invoice/Credit Note Books and click +New.

Enter the details of the Sales Invoice/Credit Note Book as per your requirements and click Save.

The Sales Invoice/Credit Note Book has now been added and is available to use.

Updated on January 23, 2023

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