In this guide, we show 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 section Config > Setup > Roles & Permissions.
Pre-requisites: None
Related Guides:
To begin, go to Modules > Finance > Finance Home Page > Maintenance > 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 requirements and click Save.
The Sales Invoice/Credit Note Book has now been added and is available to use.