Creating invoices

Invoices live in Finance → Invoice: bill your customers and track what they owe.

How to create an invoice

1. Go to Finance → Invoice and select Create Invoice — or open an accepted quotation and select Convert to invoice.
2. Choose the customer and check the place of supply.
3. Add the items. For a GST-registered customer, every taxed line needs an HSN / SAC code.
4. Save.

Sending and sharing

Open the invoice. From its header you can Send it to the customer, Print it, or download a PDF.

Recording a payment

When the customer pays, open the invoice and select Record payment. The invoice's balance updates, and the payment appears in Finance → Payments.

Correcting an issued invoice

An issued invoice is not edited — it is corrected with a credit note, which keeps your GST records accurate. Raise one from the invoice's Credit notes section. You can also cancel an invoice.

Repeating an invoice

For a customer you bill on a schedule, choose Repeat this invoice. The invoice is issued again on that schedule with a new number each time. Manage these in Finance → Recurring Invoices.

E-invoice details

If you generate e-invoices or e-way bills on the government portals, record what they returned under E-invoice details so it prints on the invoice.