This guide explains how to set up and manage Invoice Types in ecount ERP for sales and purchase vouchers.
📋 Overview
Invoice Types define the tax calculation method used in sales and purchase vouchers. Selecting an invoice type determines which tax rates, accounts, and expense calculations are applied.
⚙️ Settings / configuration
Navigate to the Invoice Type screen:
- Open the main menu.
- Select Setup.
- Choose Sales Setup for sales invoice types or Purchase Setup for purchase invoice types.
- Click Invoice Type.
🔧 Steps / How-to
To create a new invoice type:
- Click the New button.
- Enter a descriptive Name (e.g., “GST Multiple”, “IGST Multiple”, “Export”, “Import 0.1%”).
- In the Account field, select the appropriate sales or purchase account. If the invoice will contain multiple tax rates, leave this field blank; the system will assign accounts based on each item’s GST slab.
- Save the invoice type.
💡 Tips
💡 Tip: When multiple taxes are needed on a single invoice, the Account field is disabled automatically. Ensure each item has the correct GST slab so the system can allocate the right tax accounts.
✅ Summary
- Navigate to Setup → Sales or Purchase Setup → Invoice Type.
- Click New and fill in Name and Account (or leave Account blank for multiple taxes).
- Save the invoice type and use it in voucher entry.