How to Set Billing Rate of Sales Invoice in SwilERP Software

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 the series option in master data section. The software automatically calculates the rate when creating sales invoices based on the set default billing rate. Follow the below-given steps to learn the process.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the System> Master Data> Series Option.
Reference image:
SwilERP Dashboard Window

Process to Set Billing Rate

  1. After this "Series" window appears, you can view all the series that have been created.
  2. Click on the New option to create a new sales invoice series.
Reference image:
Series Window
  1. A window for creating a series appears. Fill in the details to create it.
  2. Now, Enter the Transaction Name as "Sales Invoice."
  3. Enter the Name which would be series name.
  4. Select Stock Location in the column and also enter staring number of series.
  5. Select the "Billing Rate" which you want to set on the sales bill from the following:
    1. MRP
    2. Sale Rate
    3. Purchase Rate
    4. Cost Rate

  1. Required Format needs to be selected in the transaction series. If you want to add Descriptions and Document names, enter them in a dialog box. Otherwise, the software will automatically fetch the default format name, description, and document.

Reference image:
Series Creation Window
  1. Go to the Additional Details tab.
  2. Here you can tick-mark the options which you want to Allow in this series.
  3. Click on the Save option to save the series.
Reference image:
Additional Details Window

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