Create New Billing Order

With the help of the Billing module, you can create, bill, and thereby finalize an order made by a customer.


Please Note
This functionality is available only for users who have Retail Pack activated.

1. From the Homepage, click on Billing.

2. From the Billing landing page, enter the product or service in the given modal or choose from the drop-down list while typing for a product.

3. Upon entering the product, its pricing details are displayed.

4. If you want to create a new product or service that you intend to sell, click on Add Product / Service.

Click to know more about adding a new Product or Service.


Note

While adding a product that is sold as packed and loose the following modal will open.

The product will be displayed with packed and loose labels respectively.

Products with Barcode Conflict

In the case of a barcode conflicted product, the following option will be displayed once that item is selected.

5. To bill a customer for the goods that they are purchasing, click on Add Customer.

6. Enter the customer’s name or select from the drop-down list of customers.

7. Edit customer details as required and click on Continue.

The customer’s name gets displayed on the Billing page.

Click here to know more about adding customers.

8. If you want to deliver the goods to a customer, click on Home Delivery.

9. Either select an existing address or create a new address and click on Continue.

10. If you wish to add a billing address as well, you can click on Save & Add Billing Address tab while you are adding the customer’s delivery address.

11. Either select an existing billing address or create a new address and click on Continue.


Important Note

If you want to enter delivery and billing address separately while confirming and billing order, you need to go to Settings > General > enable Separate Delivery and Billing Address slider as On and click on Save.

12. Enter the date and time and also any delivery instruction you wish to add and click on Confirm.

13. On selecting Home Delivery, an additional field gets created known as delivery charges. Enter the amount if applicable.

14. To add an invoice GSTIN number, click on Mark as E-Commerce Invoice and enter the GSTIN number.

What is GSTIN number ? What is the use of E-Commerce Invoice ?

GSTIN number stands for Goods and Services Tax Identification number. An e-commerce invoice is used to confirm an e-commerce transaction and provide a detailed order confirmation to customers.

15. To create a quotation, click on the quotation tab, enter the details and click on Save & Send.

16. To proceed with payments, the following details are displayed under the Invoice section.

  • Cash: The customer can pay the amount in cash.
  • Debit \ Credit Card: Customers can make the payment by swiping their credit or debit card.
  • Sodexo: You can also choose to let your customers pay through Sodexo coupons.
  • Ticket Restaurant: This allows the customer to pay via restaurant tickets.
  • Cheque: Customers can pay by giving a cheque. The following slider will be displayed when you click on this option.
  • JD Pay: Clicking on this option will result in a payment link being sent to the customer via SMS on their registered mobile number.
  • Customer Credit: If a vendor has enabled the customer credit option for a customer, then he/she can pay for that order at a later interval.
  • Payment On Delivery: This option is used if the customer wants to pay only when they receive the goods.
  • Unified Payments Interface (UPI): This option allows you to transfer money between two bank accounts by using transaction and UPI ID.

Note
To use JD Pay as a mode of payment, you need to upload your KYC / Bank details and get them approved.

Note
To use Customer Credit as a mode of payment, you need to first enable credit for that customer.

Note
The Payment On Delivery option is only available when you select the Home Delivery tab.

17. On selecting the cash mode of payment, the payable amount would be prefilled, or else you can edit the amount as well. Click on Complete Order.


Note
The above step for Cash payment mode is also the same for Debit / Credit Card, Sodexo, Ticket Restaurant, and Cheque mode of payment as well.
What if the Payment entered is more or less than the billed amount ?

If the amount filled in the payment section is more than the billing amount, then a return change statement appears along with the amount. Here the vendor needs to pay back the amount to the customer.

If the amount filled in the payment section is less than the billing amount, then you will have the option to add payment in order to complete the payment.

18. If you have selected Cheque as a mode of payment, enter the required details and click on Add Payment.

19. Click on Complete Order to finalize the billing process.

After completing payment, a confirmation page appears with the following options:

  1. Enables you to send SMS or email to the customer.
  2. Enables you to print an Invoice or Quotation of an order.
  3. Enables you to request ratings or reviews from the customer to whom you have sent goods.
  4. Enables you to add identification numbers to each product for easier handling of goods.
  5. Enables you to add some extra information for an order.
  6. Enables you to add some extra information for every product.
  7. It is typically a written request that the customer makes for specific items or services that are needed to be carried out by the store owner or a staff member.
  8. Enables you to create a new order.

1. From the Homepage, tap on Billing.


Note

If you have multiple outlets, tap on the outlet from where you are billing and you can proceed further.

2. Tap on the Search bar to enter the product name.

3. Select the product from the drop-down list.

4. Edit the quantity and the pricing details. You can add Tax or discounts if applicable. Tap on Continue.

5. On the Order Summary page, tap on Add Customer.

6. Enter the customer’s name or select from the drop-down list of customers.

7. Edit customer details as required and tap on Continue.

8. Toggle the Home Delivery slider and E-Commerce Invoice as ON if you want to add delivery details and Invoice GSTIN number. Tap on Continue to proceed.

9. If you have selected the order for Home Delivery, then under Confirm Address, you can either select and edit an existing address or add a new address of that customer and tap on Deliver Here.

10. If you wish to add a billing address as well, you can tap on Save & Add Billing Address.

11. Either select an existing billing address or create a new address and tap on Continue.


Important Note

If you want to enter delivery and billing address separately while confirming and billing order, you need to go to Settings > General > enable Separate Delivery and Billing Address slider as On.

12. Enter the date, time, and delivery instructions if applicable and tap on Confirm.

The following payment mode gets displayed. They are as follows:

  • Cash: The customer can pay the amount in cash.
  • Debit \ Credit Card: Customers can make the payment by swiping their credit or debit card.
  • Sodexo: You can also choose to let your customers pay through Sodexo coupons.
  • Ticket Restaurant: This allows the customer to pay via restaurant tickets.
  • Cheque: Customers can pay by giving a cheque. The following slider will be displayed when you click on this option.
  • JD Pay: Clicking on this option will result in a payment link being sent to the customer via SMS on their registered mobile number.
  • Unified Payments Interface (UPI): This option allows you to transfer money between two bank accounts by using transaction and UPI ID.
  • Customer Credit: If a vendor has enabled the customer credit option for a customer, then he/she can pay for that order at a later interval.
  • Payment On Delivery: This option is used if the customer wants to pay only when they receive the goods.

Note
To use JD Pay as a mode of payment, you need to upload your KYC / Bank details and get them approved.

Note
To use Customer Credit as a mode of payment, you need to first enable credit for that customer.

Note
The Payment On Delivery option is only available when you select the Home Delivery tab.

13. On selecting the cash mode of payment, the payable amount would be prefilled, or else you can edit the amount as well. Tap on Complete Payment.


Note
The above step for Cash payment mode is also the same for Debit / Credit Card, Sodexo, Ticket Restaurant, and Cheque mode of payment as well.

14. If you have selected Cheque as a mode of payment, enter the required details and tap on Add Payment.

15. Tap on Complete Payment to finalize the billing process.

The following confirmation page appears with the following options:

  1. Enables you to send SMS or email to the customer.
  2. Enables you to add identification numbers to each product for easier handling of goods.
  3. Enables you to create a new order.
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  1. how to create an order | how to bill an order how to bill cash n carry orders | how to bill home delivery orders

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