Billing Head
How to Create Billing Head in SwilERP (RetailGraph)
A
Billing Head is a head used for accounting purposes to post transactions in accounts. Users can set the Add or Less amount transactions in which they will be creating a billing head. An invoice is a business record used for services performed. With this option, the user can define the deduction and collection of products, services, and capital goods.
The amount of the billing head will be posted in a separate account defined by the billing headmaster.
In the SwilERP software, there is an option in the Masters section to create a Billing Head. Now here you will follow the steps for creating Billing Heads in
SwilERP.
- Go to the SwilERP Dashboard:
Reference Image:
Now, you will see the next window:
- Select a New tab to create a new Billing Head.
- Users can Edit/Print , and Delete the existing Billing Head.
To create a Billing Head:
-
Click on the New option.
-
Now, Enter the Billing Head name that you want to create.
-
Then select the option of Add / Less ; if you want to add charges to the bill, choose Add, and select the Less option to reduce charges.
-
Select the Posting account in which you want to post this billing head.
-
If required, select the Tax Calculation method and Tax Code, which apply for the same.
-
When you select Rate in percentage (%), you will enter the value in the Rate column (otherwise, you can skip the rate column).
-
Select the HSN code , if required.
-
Select the Type in which you want to apply charges on Products, Services, and Capital Goods.
-
If required, then tick mark in the Round off check box, then amount will be round off.
-
If the user wants to view the details of billing head in the reports, tick in the check box of
Show Detail In Report.
- Tick mark on the Ineligible As per Sec 17/5 , It mean if you don't want to take input of the GST paid then you can mark on the given option.
-
Now, click on the Save tab.
|
|
Related Articles
Create New Billing Head in SwilERP
How to Create New Billing Head in SwilERP A Billing Head is an accounting tool used for posting transactions related to products, services, and capital goods. It allows users to define deductions or collections within these categories. The feature ...Process to Add/Less Billing Head in Sales Invoice
How to Add/Less Billing Head in Sales Invoice in SwilERP (RetailGraph) Software A Billing Head is a head used for accounting purposes to post transactions in accounts. Users can define the deduction or collection of Products, Services, and Capital ...Set Billing Rate of Sales Invoice in SwilERP
How to Set Billing Rate of Sales Invoice in SwilERP Software In SwilERP software, users can set the default billing rate for sales invoices. For example, if you want to set the cost rate as a default billing rate, then you can do this process from ...How to create a billing head to make a value Sales Credit Note or Purchase Debit Note
How to create a billing head to make a value Sales Credit Note or Purchase Debit Note In case you want to adjust any credit note or any amount from the vendor and adjust it in your accounts, then you have to follow the steps for this process. First, ...How to create a billing head to make a value Sales Credit Note or Purchase Debit Note
How to create a billing head to make a value Sales Credit Note or Purchase Debit Note In case you want to adjust any credit note or any amount from the vendor and adjust it in your accounts, then you have to follow the steps for this process. First, ...