Create a GST invoice

Invoices are created from the Commercial Invoices and Bills tab. Customers keep their GSTIN, and products keep their HSN or SAC code, so each invoice starts with complete data.

#Before you start

• Add the customer, with their GSTIN if they are registered.
• Add the products or services you sell, with their HSN or SAC code and GST rate.
• Add your own GSTIN and address in your organisation settings.

1. Open Commercial Invoices and Bills

   In Billing, choose the Commercial Invoices and Bills tab. The page is marked “GST and tax compliant”.

   

2. Choose Create Invoice

   Select the blue Create Invoice button at the top right.

3. Pick the customer

   Choose the customer. Their GSTIN comes from the customer record.

4. Add items

   Add the products or services with quantities. Each line carries its HSN or SAC code and GST rate.

5. Check the totals

   Review the taxable amount, the tax and the total in rupees.

6. Save and share

   Save the invoice, then generate the PDF receipt to send to your customer.

#Good to know

• You can issue partial invoices for part of an order.
• A quotation can be converted into an invoice, or into a pro-forma invoice.
• Real PDF documents are generated for sharing and printing.