Branch-wise invoicing ensures that every invoice generated in the system reflects the correct branch’s address, GST number, bank details, and contact information.

In Borg Desk Workplace, this is handled through User-to-Branch Mapping + Invoice Template Setup.

✅ Step-by-Step Process

1️⃣ Create Branch Master
Go to: Settings(Right top Gear Icon)→ Find Branch Master
You will see, List of Branches if already created
To Add New Branch-> Click on Plus(+) Icon on right top -> New Form pop-up window will be opened 
Add each branch with details like:
Branch name
Billing Address
GSTIN
Email/phone
Bank details (if separate)
Invoice Prefix
Logo (if different)
Click for Detailed Guide for Creating Branch Master

2️⃣ Map Users to Their Respective Branch
Go to: Settings(Right top Gear Icon)→ Users → Select User-> Click to edit User
Select: Branch – default branch for invoicing
Or Select: All Branches – if the user can raise invoices for multiple branches
Note: A user can invoice only for the branch they are mapped to

3️⃣ Configure Branch-Wise Invoice Header / Bank (if needed)
Go to: Settings(Right top Gear Icon)→ Find Branch Master
Here you can: Choose Respective Branch -> Edit Branch from action button
Add branch-specific Header, Bank Details etc

4️⃣ Create Invoice → System Auto-Picks the Branch
When the user creates an invoice in:
Accounts → Manage Sales Invoice -> Click on Plus(+) Sign to create Invoice
The system automatically picks:
✔ Branch name
✔ Branch address
✔ GST
✔ Bank details
✔ Logo
✔ Series (if branch-wise series configured)
(Users can change branch only if they are mapped to multiple branches.)

5️⃣ Optional: Enable Branch-Wise Customer list for Selection
Go to: Settings(Right top Gear Icon)→ Customers → Select Customer-> Click to edit Customer
Select: Branch – default branch for invoicing
Or Select: All Branches – if the Customer can be invoiced from multiple branches
Note: A Customer can be invoiced only from the branch they are mapped to
This keeps accounting clean and audit-friendly.

✅Optional: Enable Branch-Wise Invoice Prefix/Series
Go to: Settings (Gear Icon on top right) → Find Branch Master→ Edit Branch Master (Click for More Details)

That’s it! Branch-wise invoicing is now active.

Admin

November 12, 2025

0 Comments

Share this post