Learn Invoism Step by Step
Practical tutorials for customers, GST invoices, payment links, analytics, products, payments, and settings. Follow along and complete tasks faster.
How to Add a Customer
Create a customer with a display name, phone, and billing address. Business customers can also store GSTIN and PAN for GST invoices.
Open tutorialHow to Create and Use Customer Groups
Group customers such as retail or wholesale, optionally set a default discount, and assign the group when you add or edit a customer.
Open tutorialHow to Set Up Your Organization
Upload a logo and save legal name, GSTIN, PAN, phone, and address. Those details are the seller block on invoice and quotation PDFs.
Open tutorialHow to Choose an Invoice Template
Preview invoice PDF layouts and set one default. New invoices use that template until you change it.
Open tutorialHow CGST, SGST, and IGST Work on an Invoice
Place of supply chooses the tax. Same state as your organization uses CGST and SGST. A different state uses IGST. HSN or SAC sits on each line.
Open tutorialHow to Share a Razorpay Payment Link
After payment onboarding is active, generate a pay link on the invoice and copy it. The customer pays the remaining balance. You can still record cash or bank payments yourself.
Open tutorialHow to Read the Analytics Dashboard
Analytics shows what you billed, what you collected, which invoices are overdue, and which customers and products make up the money.
Open tutorialHow to Add a Product
Create a new product, set price and tax details, and publish it for invoice use.
Open tutorialProduct Groups (Categories): Use and Setup
Understand product groups, create a category, and assign products to it.
Open tutorialHow to Generate an Invoice
Create a GST-ready invoice from customer and product line items with correct totals.
Open tutorialSend and Resend Invoices
Send invoice email, understand draft lock behavior, and resend safely.
Open tutorialRecord Partial Payments Correctly
Apply a payment smaller than invoice balance and track remaining due accurately.
Open tutorialMark Paid vs Record Payment
Choose the right action based on whether you need full settlement or custom payment details.
Open tutorialProcess Refunds from Invoice Page
Issue full/partial refunds and understand how refunding impacts invoice status and balances.
Open tutorialCancel an Invoice
Cancel draft, sent, overdue, or partially paid invoices while keeping payment and refund history linked.
Open tutorialHow to Create a Quotation
Draft a quotation with customer, line items, validity date, notes, and terms using a template.
Open tutorialChoose the Right Quotation Template
Understand the four quotation templates and set a default for new quotations.
Open tutorialSet Quotation Defaults
Prefill payment schedule, notes, and terms so every new quotation starts consistent.
Open tutorialQuotation Approval Workflow (Maker-Checker)
Turn on internal approval, understand submit/approve, self-approval rules, and who can send.
Open tutorialQuotation Lifecycle Statuses Explained
A complete guide to every quotation status — what it means, how you get there, and what actions are available next.
Open tutorialSend a Quotation to Your Customer
Email a quotation with a PDF attached. With approval off, send from Draft. With approval on, approve it first.
Open tutorialRecord Customer Acceptance or Rejection
Mark a sent quotation as accepted or rejected by the customer to track your sales funnel.
Open tutorialConvert a Quotation to an Invoice
Turn an accepted quotation into an invoice draft with the quoted values snapshotted.
Open tutorialAdd and Use Bank Accounts
Create bank accounts and select which account should appear on invoices.
Open tutorialInvite Users and Configure Roles
Invite team members, assign roles, and enforce least-privilege access.
Open tutorialSubscription Controls: Cancel and Auto-Renew
Understand PERIOD_END vs IMMEDIATE cancellation and auto-renew behavior.
Open tutorialUpgrade to Growth from Any Plan
Move to Growth from Basic, Essential, or Professional. The launch offer is for Growth, including when you are already on a paid plan.
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