Create a GST sales invoice

Pick a customer, add items, check the tax split, choose cash or credit, save, then print or share. Every screen, step by step.

This is the full tax invoice screen. For fast counter sales, use Use Quick Sale for counter billing instead.

Open a new invoice

  1. Open the menu and go to Sales > Invoices, then tap New Invoice. On a keyboard, Alt + N also opens a new invoice.
  2. The screen opens with an Invoice Settings card, a customer button, an Items card, and Terms and Notes boxes.

Step 1: Choose the customer

  1. Tap the customer button. It reads Select Customer (or leave for Cash).
  2. A list opens with a search box (Search customers...). Type a name and tap the customer. Only parties of type Customer or Both are shown.
  3. For a walk-in buyer with no saved record, tap Cash Customer at the top of the list.
  4. You must pick a customer or Cash Customer before you can add items. Until then the Items card says Select a customer, or choose "Cash Customer", to start adding items.

What you see next: the customer's name on the button and an empty row ready in the Items card.

Step 2: Check the invoice settings

  • Invoice # shows Assigned on save. The number is given when you save.
  • Date is today. Change it if you are entering an older bill.
  • Due Date is shown for business types that use it. Set it for credit bills.
  • Tax Free (Bill of Supply) is a switch. Turn it on when you are not charging GST, for example for a composition dealer or exempt goods. The invoice then becomes a bill of supply.
  • Cash Bill (Instant settlement) is a green switch. On means the bill is paid in full on the spot. Off means the amount stays unpaid as credit. See Step 4.

Step 3: Add the items

  1. In the Items card, click the Search item… box on the empty row and type a product name. Pick it from the list.
  2. The row fills with the details. The columns are Item, HSN, MRP, Qty, Free, Rate, Disc%, Disc% 2, GST and Amount. Which of these you see depends on your business type.
  3. Change Qty, Rate and Disc% as needed. Tab moves across the row. Enter commits the line and starts the next one.
  4. For products that track batches or serial numbers, a Select batch list or a Serial / IMEI box appears on the row. The earliest-expiry batch is offered first.
  5. If the customer is on a price list, their list rate is used as the starting rate, and the list name is shown above the grid.
  6. Remove a line with its remove button on the right of the row.
  7. Any problem with a line, for example a missing quantity, is listed in red above the grid. Fix it before saving.

Step 4: Cash or credit

There is no payment-mode picker on this screen. You choose cash or credit with one switch.

  • Cash Bill switch on: the invoice is settled instantly as a cash sale.
  • Cash Bill switch off: the full amount stays owed by the customer. It appears in Finance > Pending Bills until you record a payment. See Sell on credit (udhaar) and collect the money.

To take UPI, card or a split payment at a counter, use Quick Sale. To record money received later, use Finance > Receive Payment.

Step 5: Check the tax

  1. Look at the totals: Subtotal, Taxable Amount, the tax lines and the Total.
  2. If your company and the customer are in the same state, the tax shows as CGST + SGST. If the customer's state is different, it shows as IGST. The customer's state comes from their party record, so keep it correct in Sales > Parties.
  3. For a Cash Customer there is no state on file, so the tax split follows your own state.
Special cases, such as reverse charge or exports, need a tax professional's view. Do not guess.

Step 6: Save

  1. Add any Terms (payment terms, returns policy) and Notes (delivery instructions) if you want them printed.
  2. Tap Save Invoice.

What you see next: a saved panel with the invoice number and the buttons Print, Share and New Invoice. See Send or print a bill.

If your credit policy is crossed for this customer, a Credit block active window opens instead. An administrator can override it with a reason.

If something goes wrong

  • The customer is not in the list: add them in Sales > Parties first. Check that Type is Customer or Both.
  • The product is not found: check the spelling, and that the product exists under Inventory > Products.
  • You are offline: invoices are saved on the device first and sent to the server when you reconnect. Print and Share need internet. See What works offline.