Prepare the invoice
Create invoices with customer details, item quantities and prices from your sales records.
SALES INVOICES & DELIVERY CHALLANS
Create invoices and track dispatches.
Create sales invoices, check warehouse stock and prepare delivery challans with clear customer and item details.
Included in Basic, Growth and Advance
Invoicing & dispatch November 2026
SALES INVOICE · INV-0126Released
Atlas WorksSales order SO-0088 · Finished goods warehouse
Invoice total₹70,800
Due date21 Nov 2026
Items ₹60,000GST ₹10,800
DELIVERY CHALLANDC-0048 · Atlas WorksSupport frames & base plates · 2 items
PendingIllustrative workspace · Sample data
BILLING, STOCK & GOODS MOVEMENT
Prepare invoices and delivery documents.
Raise an invoice for the customer, review the stock being issued and prepare the required delivery documents. Each record has its own details, status and printable format.
Check available stock
Use stock checks and posted inventory movements to connect invoicing to the goods leaving your business.
Document the delivery
Maintain delivery challans and printable documents for the movement of goods. Keep dispatch records available for follow-up.
CUSTOMER BILLING
Create invoices from orders
or enter them directly.
Select a released sales order to bring its customer, warehouse and item rates into the invoice. For a sale without an order, enter the customer and items directly.
01
Set the customer and billing details
Record the invoice date, due date, billing and shipping addresses, and the warehouse supplying the goods.
02
Check quantities, rates and taxes
Review each item, storage location, quantity and rate. See the tax breakdown and invoice total before release.
03
Invoice an order in parts
Raise invoices for the quantities needed now. Fixed-quantity orders check the remaining balance so you cannot invoice more than the order allows.
TAX INVOICE
ReleasedINV-0126
Against sales order SO-0088
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Drive assemblyDA-104 · Each | 6 | ₹8,000 | ₹48,000 |
| Mounting kitMK-020 · Set | 12 | ₹1,000 | ₹12,000 |
- Taxable value
- ₹60,000
- CGST · 9%
- ₹5,400
- SGST · 9%
- ₹5,400
- Invoice total
- ₹70,800
Invoice PDF · Customer, items and tax breakdown
Illustrative workspace · Sample data
WAREHOUSE & STOCK CHECKS
Check stock before
releasing the document.
Select the warehouse and storage location for each item. Release checks the available quantity and records the stock movement, so the document and inventory stay connected.
STOCK CHECK · BEFORE RELEASE
Stock availableINV-0126 Finished goods warehouse
| Item / location | Available | Invoice qty | After release |
|---|---|---|---|
| Drive assemblyRack A-02 · Each | 42 | 6 | 36 |
| Mounting kitRack B-01 · Set | 80 | 12 | 68 |
Illustrative quantities for this invoice. Availability is checked at release.
Illustrative workspace · Sample data
Select the storage location
Identify the location supplying each product within the selected warehouse.
Check available quantities
Insufficient stock blocks release and shows which item needs attention.
Record the outward movement
Releasing a stock-bearing document posts the corresponding outward quantities.
DELIVERY CHALLAN
PendingDC-0048
Vehicle numberMH 12 XX 0000
Sample vehicle| Item | Location | Qty | Unit |
|---|---|---|---|
| Support frameSF-040 | Rack C-01 | 4 | Each |
| Base plateBP-012 | Rack C-02 | 8 | Each |
Items 2Total quantity 12 each
Delivery challan PDF · Party, vehicle and goods
Illustrative workspace · Sample data
DELIVERY CHALLANS
Document the goods
leaving your warehouse.
Create a delivery challan with the receiving party, warehouse, vehicle number and item quantities. Keep the goods movement record available for your stores team and customer follow-up.
01
Record the dispatch details
Select the challan type and party. Add the vehicle number and products, with quantities and storage locations.
02
Review and release
Edit the pending challan before release. The release process checks stock and records the outward movement.
03
Print the delivery document
Generate a challan PDF with the party, vehicle and item details. Review the released or cancelled status from the record.
Choose the right goods-movement record. Delivery challans are created separately from invoices. We agree the document process for each transaction type during setup.
INVOICES, RECEIPTS & OUTSTANDING BALANCES
Track invoices and
customer balances.
Allocate posted customer receipts against invoices and review what remains unpaid. Use due dates and outstanding reports to plan follow-ups, with the invoice details available in the same ERP.
- Search invoices by document or customer
- Track part-paid and fully paid invoices
- Review overdue, due-today and upcoming balances
- Export invoice summaries and HSN sales registers
Invoice register
Search invoicesAll customersNovember 2026
Invoice / customerValueStatus
INV-0126Atlas Works₹70,800Released
INV-0127Northline Industries₹42,480Pending
INV-0128Crest Components₹94,400Released
PAYMENT SUMMARY · INV-0126Part paid
- Invoice
- ₹70,800
- Receipts allocated
- ₹40,000
- Outstanding
- ₹30,800
Due · 21 Nov 2026
HSN sales registerItem quantities, taxable values and tax amounts
Illustrative workspace · Sample data
CUSTOMER & TRANSPORT DOCUMENTS
Prepare the documents
your transaction needs.
Use standard invoices and delivery challans for daily operations. Add configured e-document workflows with Advance when your business requires them.
Invoice PDFs
Use domestic or export formats, with tax or without tax, according to the configured invoice type. Print customer details, quantities and amounts.
Delivery challans
Prepare printable goods-movement documents with the receiving party, vehicle and item quantities.
E-invoice & e-way bill workflows
Use configured provider connections for eligible transactions. Setup, provider access and transaction charges are confirmed separately.
Explore integrationsDo we need a sales order for every invoice?
No. You can create an invoice directly or select a released sales order. Order-based invoices carry the order details and track the quantities invoiced against it.
Can we invoice a sales order in parts?
Yes. Enter the quantities for the current invoice and review the balance on the order. For fixed-quantity orders, the invoice cannot exceed the remaining order quantity.
When is stock reduced?
Stock-bearing invoices and delivery challans post outward inventory when released. They have separate stock effects, so the correct document process is agreed during implementation.
Can we print invoices and delivery challans?
Yes. Both have PDF output. Invoice formats follow the configured invoice type, while delivery challans show the party, goods and transport details recorded for the movement.
Can we track receipts and unpaid balances?
Yes. Allocate posted receipts against customer invoices and track partial or full payment. Outstanding reports show overdue, due-today and upcoming balances for follow-up.
Are e-invoices and e-waybills included?
Configured e-invoice and e-waybill workflows are part of the Advance plan’s integration offering. Provider access, credentials and applicable transaction charges are confirmed separately.