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Add Shipping Customer to Invoice Generation in Zwing POS

Add Shipping Customer to Invoice Generation in Zwing POS

The invoicing module now supports tagging a Shipping Customer in addition to the Billing Customer while creating Tax Invoices and Delivery Invoices. This enhancement enables more accurate invoice tracking and improved clarity in documentation, especially when billing and shipping parties differ.

Add Shipping Customer while creating Tax Invoice

Now, you can tag both billing and shipping customers when generating a tax invoice in Zwing POS, making it easier to handle separate billing and shipping addresses.

  1. You can now go directly to the customer tagged in the Customer Tagging section for quick access and management.

  2. Select the invoice type as Tax Invoice.

  3. Once you change the invoice type to Tax Invoice, you'll see the option to define Shipping Details.

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You can set the shipping customer to be the same as the billing customer, in which case, the shipping details will automatically be copied from the billing customer.

  1. To tag separate shipping details, click and select Use Different Shipping Details.

  2. When you click Use Different Shipping Details, you'll be prompted to tag a shipping customer.

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  1. Click on Select Customer to either search for an existing customer in Zwing or tag a new customer.

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  1. Once a shipping customer is tagged, their details will be visible as the selected shipping customer.

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Add Shipping Customer while creating Delivery Invoice

Now, you can tag both billing and shipping customers when generating a delivery invoice in Zwing POS, making it easier to manage orders with separate billing and delivery addresses.

  1. Switch to Delivery Mode to create a Delivery Invoice.

  2. Click on Delivery at the top-left corner of the screen.

  3. Confirm the switch when prompted to proceed in Delivery Mode.

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  1. Once the billing mode is switched to Delivery Mode, navigate to the Customer section to proceed with tagging billing and shipping customers.

  2. In the Customer section, tag a customer by either selecting an existing customer or adding a new one.

  3. Once you tag the billing customer, you'll see the option to tag a shipping customer under the Shipping Details section.

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You can set the shipping customer to be the same as the billing customer, in which case, the shipping details will automatically be copied from the billing customer.

  1. To tag separate shipping details, click and select Use Different Shipping Details.

  2. When you click Use Different Shipping Details, you'll be prompted to tag a shipping customer.

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  1. Once a shipping customer is tagged, their details will be visible as the selected shipping customer.

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The same flow for tagging billing and shipping customers applies to order creation as well. Simply switch the mode to 'Order Creation'.

View Shipping Details at Checkout

Once you tag both the billing and shipping customers while creating the bill, their details will be visible on the payment page after checkout.

  1. Click on 'Checkout' to be redirected to the payment page, where you can view the billing and shipping customer details.

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  1. Complete your payment to successfully generate the invoice. Once the invoice is generated, you will be able to view the billing and shipping customer details.

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  1. Your invoice has been generated successfully. You can now share the invoice or print a copy.

Congratulations! You have successfully generated the invoice with different billing and shipping customers during invoice or order creation.