How to Generate an Invoice
Create a GST-ready invoice from customer and product line items with correct totals.
Step 1
Open New Invoice
Go to Invoices and click New invoice.
Step 2
Fill core details
Select customer, invoice date, due date, and line items. Choose tax inclusive/exclusive correctly.
Step 3
Review and save
Verify subtotal, tax, and total. Save draft or send based on readiness.
Related tutorials
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.
How 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.
Send and Resend Invoices
Send invoice email, understand draft lock behavior, and resend safely.
Record Partial Payments Correctly
Apply a payment smaller than invoice balance and track remaining due accurately.