Quick Sale Bill

The Quick Sale Bill screen helps you create sales invoices quickly and easily, without needing to follow the full invoicing process.

It includes all the important details like billing information, list of items or services, tax options, currency settings, and a summary of the total amount.

The Quick Sale Bill page in the BizOps allows you to view engagement list, edit the engagement and also you can create new Engagement.

To view the Quick Sale Bill page, Login to BizOps > Billing > Click on Quick Sale Bill.

As soon as you open the engagement status page, you will find the list of engagements. Here, You can perform the following steps on the Engagement Status page:

1. Sale Bill Overview: 

This is the top section where basic billing information is entered.

Field	Mandatory	Description
Bill From	✅	Selects the billing organization issuing the bill.
Supply From	✅	A Business Entity Owner is the person or party who owns or controls a business entity. Select from a dropdown.
Bill To	✅	The customer or client to whom the bill is issued. This links the engagement to a customer master record. Select from a dropdown.
Supply To	✅	Destination branch or place where the supply is being made..
GSTIN	auto-fetched	GST registration number of supplier and customer (auto-fetched or optional input).
Bill No		Unique invoice number. May be auto-generated or user-defined.
Bill Date	✅	The date on which the invoice is created select from calendar.
Due Date	✅	Last date by which payment is expected.
PO No		Purchase Order number from the customer.
PO Date		Date of the purchase order.
Billing Currency	✅	Currency in which the invoice is issued (e.g., INR, USD).
Exchange Rate	✅	Used if foreign currency is selected.
Tax Template	✅	Predefined tax slab or GST combination applicable to the invoice.
Biller		Auto-filled with the name of the person creating the bill (e.g., Hema).
Approver	✅	Person authorized to approve this invoice.
Instructions		Free-text area for any additional comments or special instructions.

2. Items