Invoice Formats

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Invoice Format is used to maintain the name of any invoice that is to be generated by Aura. This name will be used as a link for invoice generation in any module of Aura / in an external system.

Adding a Invoice Format

To add a new Invoice Format

  1. From the Admin menu, click System Codes, Generic Definitions, and then Invoice Format. The Invoice Format Search page appears. All Invoice Formats available in Aura appear on the page.

  2. Click Add. The New Invoice Format -- General (1/2) page appears.

  1. Enter the Format name for the Invoice Format. For example, Monthly invoice.

  2. Click Next. The New Invoice Format -- Confirmation page (2/2) appears.

  1. Click Finish. The Invoice Format page appears displaying the details of the Invoice Format you added.

Functions: Add, Edit, Delete, Search

Delete: You can delete the Invoice Format saved in Aura by a click on Delete button. Aura will ask for confirmation, on approving which the selected record will be deleted. If the record is already in use, then you cannot delete the same

To Edit the Invoice Format

  1. Access the Invoice Format page.

  2. Click Edit. The Edit Invoice Format page appears.

The Format Name is editable

  1. Make the required changes and click Save.

Functions: Add, Edit, Delete, Search