Making an invoice

#How the screen is laid out

Open it with New Invoice in the sidebar, or Ctrl + N. The same screen opens when you edit, duplicate or convert an invoice from the Dashboard. The form is on the left and a live preview of the printed invoice is on the right. From top to bottom, the form has these cards:

1. Invoice Type: the kind of document, and whether it is for goods or services. The Customize panel opens inside this card.
2. Billed To: the client's name, address, state and GSTIN.
3. Invoice Details: number, dates, place of supply, the Ship to address and the optional order, dispatch and reference details.
4. Line Items: what you are selling, with the whole-bill discount under them.
5. Terms & Conditions: terms, notes for the client and a private note for you.
6. Additional Pages / Sections: extra pages printed after the invoice.

The totals are not typed anywhere. They are worked out as you type and shown in the live preview.

Every card title has a small ? next to it. It opens this guide at the part about that card.

#The toolbar

The toolbar stays at the top of the screen as you scroll, so Save, Print and the rest are always in reach on a long invoice.

While a save, download or print is running, the buttons are greyed out and Save & Download reads Generating.... Wait for it to finish.

#Invoice Type: choosing the document

The chips at the top of the first card decide the printed title, the number series, whether GST is charged, and whether the document counts as a sale in your totals and GST returns. Hover over a chip to see a one-line description; the same line shows under the chips for the one you picked.

The prefixes above are the defaults. You can change each one in Settings, Invoice number format or Print Settings.

What changes when you click a chip

• The number moves to that type's own series. Any number you typed is replaced.
• The Tax % column is turned on for types with GST and off for the others (bill of supply, composition, delivery challan). Place of Supply is shown or hidden the same way.
• The title printed at the top changes, unless you typed your own Invoice Title.

Once an invoice is saved, its type is locked. The other chips are greyed out and a note under them says why: the number and the tax already issued to your client must not change. To make a different document from it, use Duplicate on the Dashboard. A quotation, proforma or challan is turned into an invoice with Convert to Tax Invoice (see Turning a quote into an invoice).

#Goods, services or both

Under the type chips, This invoice is for: sets which units the Unit list offers and which unit a new row starts with. It does not change the tax.

Your own custom units show in every mode. The choice is remembered for your next invoice.

A service with no quantity (a fixed fee). Keep the line's quantity at 1 and type the fee as the rate. Then click Customize and untick Qty column (see Items table): the invoice prints the item and its amount with no Qty column. Untick Rate column too if you want only the amount. Totals and GST do not change. The choice carries on to your next new invoices, so tick it again for an invoice that needs quantities; invoices already saved keep their own setting.

In Services mode the unit list starts with the units services use most: Hrs, Day, Month, Project and Nos. The HSN/SAC box of each line is labelled SAC, and the unit is not printed next to the quantity unless you turn it on (see Unit next to Qty).

A Services invoice shows only what services need. The Freelancer / consultant business type starts every invoice in Services mode. There, the screen leaves out:

• the Unit column, while the unit is not printed;
• the Delivery charges button;
• the Ship to box;
• the goods boxes under Order, dispatch & reference details (vehicle no, delivery note, dispatch, destination, terms of delivery). The PO number, service period and work details stay.

The Discount on a line is just an amount or a percent, and the discount on the whole bill is behind + Discount on the whole bill. Anything already filled in still shows. Click 📦 Goods or 🔀 Mixed to get every box back.

Long item names. The item box grows as you type, so a long name stays readable. Drag its bottom corner to make it taller. Press Enter to add the next row; a name stays on one line. Use + Add description for more detail under the item.

#Billed To: the client

This card says who the invoice is for. Their name, address, state and GSTIN print in the BILL TO block. The state matters most: it decides whether GST is charged as CGST + SGST or as IGST (see How GST is worked out).

The client's email, phone and SEZ setting are not on this card. They are kept with the saved client and edited with the pencil. A client marked SEZ is always charged IGST.

#Picking a saved client, or saving a new one

1. Click Client NameYour saved clients drop down, each with their city and state, and their GSTIN when they have one.
2. Type to narrow the listAny part of the name works. Use ↓ ↑ to move and Enter to pick, or click one. Esc closes the list. Each row has its own pencil to edit that client straight away.
3. Check what was filled inPicking a client fills in their address, country, city, PIN, state and GSTIN, and a message says Loaded client: name.
4. Or save someone newType their name; at the bottom of the list click Save "name" as new client. The client form opens with what you have typed so far. Save it and the client is picked on this invoice and kept for next time. You do not have to: an invoice can go to a name that is not saved.

Client preferences. A saved client can carry their own paper size (a custom size too), currency and auto-print setting. When you pick them on a new invoice, those are applied. When you save an invoice for a saved client, the paper size and currency it used become that client's preference, so their next invoice starts the same way.

#What the GSTIN check tells you

When you leave the GSTIN box, the app reads the number. The first two digits are the state code, and the last character is a check character. This works offline, with no GST portal lookup.

These are warnings only. They never stop you saving. The message clears as soon as you type in the box again.

#Using a client's credit

If the client paid more than they owed on earlier invoices, a blue banner appears at the top of Billed To on a new invoice: 💳 Client has ₹… credit, with the invoices the overpayment came from.

1. Choose how much to useType an amount in the box, or click Apply full to use as much as this invoice needs. It can never be more than the credit or the invoice total.
2. Check the line under itIt says how much will be applied and how much credit will remain.
3. SaveThe credit is recorded as a payment on this invoice, and taken off the invoices it came from. A message says which ones.

• Skip (shown once an amount is entered) sets it back to nothing.
• Tick Auto-apply available client credit on future invoices to have the credit used automatically whenever you pick a client who has some.

The banner does not show when editing a saved invoice. To see a client's credit and payments, open their account.

#Invoice Details

The number, the dates and where the supply happens. Under them are the Ship to box and the order, dispatch and reference details.

Changing the number of a saved invoice

You can edit the number of an invoice that is already saved. On the next save it moves to the new number, which must not be used by another invoice, and the copy under the old number goes to the Trash. An invoice whose overpayment was used as credit on another invoice cannot be renumbered; the app says so.

Under Due Date, the buttons 7 days, 15 days and 30 days set the due date that many days after the invoice date. If your business type is Freelancer, new invoices start due in 15 days.

The Currency box appears here when you bill abroad; see Billing in another currency.

#Exports and SEZ supplies under a LUT

When the client is abroad (its country is not India) or is an SEZ unit or developer (the SEZ tick on the client), a box appears in Invoice Details: Export under LUT (no IGST), or SEZ supply under LUT (no IGST).

• Ticked: the supply is zero-rated. No IGST (and no cess) is charged, the items keep their GST rate for the returns, and the total is the taxable value. The invoice prints, word for word, the declaration Rule 46 requires: SUPPLY MEANT FOR EXPORT/SUPPLY TO SEZ UNIT OR SEZ DEVELOPER FOR AUTHORISED OPERATIONS UNDER BOND OR LETTER OF UNDERTAKING WITHOUT PAYMENT OF INTEGRATED TAX - LUT ARN AD290426123456X (FY 2026-27). Every invoice design prints it, the thermal receipt too.
• Not ticked: IGST is charged ("with payment of IGST"), which you claim back later as a refund. The invoice prints the matching declaration …ON PAYMENT OF INTEGRATED TAX.

On a new invoice the box is ticked for you when your business has a LUT saved in Settings, Company for the financial year of the invoice date. Untick it to charge IGST instead. An invoice saved earlier keeps its own choice. The ARN and year are copied onto the invoice when you tick it, so a new LUT next year never changes an old invoice.

Under the box:

• Have a LUT? appears when no LUT is saved. It explains why to file one (no tax to pay and wait for), and links to how to file it (form GST RFD-11, free, once a financial year). You can still tick the box if you have a LUT and have not added it yet; the declaration then prints without the ARN.
• ⚠ Your saved LUT is for FY … appears when the saved LUT is for another year than the invoice date. File the new year's LUT and update Settings.

No LUT box? Then the app does not see this invoice as an export. A note says why, with a button to fix it:

• Export under LUT? First set the client's country. You are billing in a foreign currency, but the client is saved in India (the client form starts on India). Click Set the client's country and choose their country.
• Export under LUT? Place of supply is … The client is abroad, but Place of supply is an Indian state. Click Make it an export to set it back to Outside India (export).
• Export under LUT? GST is turned off on this invoice. The Tax % column tick in Customize switches GST off for the whole invoice, which hides the LUT too. Click Turn GST on; under the LUT the tax is still 0.

The tick also decides the GST returns and the e-invoice: SEZ invoices go in GSTR-1 as SEZ without payment (SEWOP) or with payment (SEWP), and the e-invoice file uses EXPWOP / SEZWOP or EXPWP / SEZWP. Exports abroad still go in Table 6A on the portal by hand, see the warnings above the tabs. The E-Way Bill file uses 0% rates under a LUT. More on export invoices: What to print on an export or SEZ invoice.

#Ship to: a different delivery address

Ship to same as bill-to address is ticked to start, so the invoice has only a BILL TO block. When the goods go somewhere else, such as a site, a warehouse or the client's customer, untick it and fill in:

The invoice then prints a separate SHIP TO block beside BILL TO.

#Order, dispatch and reference details

At the bottom of Invoice Details, click Order, dispatch & reference details to open a set of optional boxes, the ones a Tally invoice carries. It shows how many are filled, and stays open on an invoice that has any of them.

Only what you fill in prints. The Tally style design shows them in its reference boxes, Boxed grid prints Work details on its own line, and the other designs list them under Bill To.

#Scanning barcodes

With a barcode scanner, each scan adds a product to the invoice. Give your products their barcodes first: see Barcode on the Products page.

1. Click Scan barcodeThe box at the top of Line Items.
2. ScanThe product is added with its price, GST rate and unit. Scan the same product again and its quantity goes up by one; a different product gets its own row.
3. Keep scanningThe cursor stays in the box, so you can scan the next item straight away.

• A code no product has shows No product has barcode … and adds nothing. Add the barcode to the product under Products, then scan again.
• Scanned into an Item box by mistake? That works too: the code is replaced by the product, and the cursor moves to the scan box.
• The box is hidden on an invoice for services.

Which scanners work

USB, Bluetooth and wireless (USB dongle) scanners all work when they are in keyboard mode (often called HID), which most are already. The app reads what the scanner types, so no driver or pairing inside the app is needed. If codes appear but nothing is added, check these settings in the scanner's manual (usually set by scanning a setup barcode):

• Mode: HID or keyboard, not SPP, BLE or serial. Those modes do not type, so no browser app can read them.
• Suffix: Enter (CR) or Tab after each code.
• Keyboard language: US English, so numbers and dashes come out right.
• No prefix: extra characters before the code (an AIM ID) stop it matching.

#Line Items

One row for each thing you are selling. The amount for each row and the totals are worked out for you and shown in the preview.

Buttons under the rows

• + Add description under a row opens a box for a longer note, such as a model number, size or what the work covered. It prints under the item name.
• Add Item adds a row and puts the cursor in it. So does pressing Enter in the last row once it has something in it, or Ctrl + Enter anywhere.
• Ctrl + Shift + D copies the last row as a new row.
• Delivery charges adds a delivery line: see Delivery charges.

1. Type the itemStart typing in Item and pick your product from the list.
2. Set the quantityClick Qty and type the number. Check the unit.
3. Check the rate and GSTThey come from the product. Change them for this invoice if needed; the product itself is not changed.
4. Next rowPress Enter to add the next row, and repeat.

#Delivery charges

Delivery charges adds one Delivery charges line with SAC 996812. Type the amount in its Rate. The button goes away once the line is there; remove the line with its bin to add it again.

• Delivery that comes with the goods is a composite supply, taxed like the goods, so the line starts at the highest GST rate among the goods on the invoice (18% if there are none). A note under the buttons says so. Change its GST % if your delivery is a separate service.
• It counts in the total and in GST returns, and never touches stock.
• Picking a product in its Item box turns it into an ordinary product line.

#Prices that already include GST

If your rates already include GST, such as an MRP or a counter price, tick Prices include tax at the top right of the Line Items card. The box only shows when the invoice charges GST.

The GST is then worked out backwards from each rate: a ₹1,180 item at 18% is ₹1,000 taxable value plus ₹180 GST. The printed Subtotal is the value before tax, so Subtotal + tax = Total, and the client pays exactly the price you typed.

#Discounts

There are two kinds, and they do different things to the GST.

On a line (before tax)

In the row's Discount box, type the amount and choose ₹ or % in the small list beside it. For a ₹ amount, a second list chooses what it comes off:

A % discount is a percentage of the row (at most 100%). A discount can never be more than the row itself. This is the GST-correct way to give a discount, because it comes off before tax and lowers the GST too.

On the whole bill (after tax)

Under the items, Discount on total (whole bill) takes an amount (fixed) or a % of total. It is taken off after tax, as a cash discount: the GST stays the same and the GST returns are not changed. It prints as its own line above the total. Leave it at 0 for none.

#How GST is worked out

You never choose between CGST, SGST and IGST. The app decides from your state and the place of supply (the client's state, unless you set Place of Supply):

If a state is blank, the first two digits of the GSTIN stand in for it. The preview shows Intrastate (CGST + SGST) or Interstate (IGST) next to the place of supply, so you can check it before saving. See also the glossary for these terms.

#Reverse charge

Under reverse charge (RCM), the buyer pays the GST to the government instead of you, under section 9(3) or 9(4). Common cases are goods transport (GTA) services, legal services from an advocate, and supplies from an unregistered person to a registered one. Ask your CA whether it applies.

1. Open CustomizeClick Customize in the toolbar.
2. Tick reverse chargeUnder Compliance flags (India), tick Reverse Charge applies (Section 9(3)/9(4)) — recipient pays GST.
3. Check the previewThe invoice now says Reverse Charge: Yes and prints a notice that the recipient pays the GST.

The GST is still shown, so the buyer knows how much to pay, but it is not added to the total: the total is the taxable value only, and cess is not collected either. Every tax invoice and credit note prints Reverse Charge Yes or No, as the rules require.

#TDS and TCS

Both are in the Customize panel, for Indian businesses. They show unless your business type hides them; the switch is TDS / TCS in Settings, Features. An invoice that already has TDS or TCS keeps its box, so it can still be changed.

• TCS, tax you collect from the client, is added to the invoice total. See TCS.
• TDS, tax your client deducts when paying you, is for information: the total does not change. See TDS.

Each has a section list and a Rate % box beside it. Picking a section fills in its usual rate; you can type another rate.

TDS is worked out on the value before GST, as CBDT Circular 23/2017 says when GST is shown separately. TCS under CGST section 52 is worked out on the net taxable value, and TCS under 206C(1) on the amount including GST. Who deducts what, and how to check it reached your PAN: see GST basics: TDS and TCS.

• 194Q (and 206C(1H) on invoices before April 2025) only applies above ₹50 lakh a year with that client. The app adds up what you have already billed the client this financial year, and charges only the part above ₹50 lakh.
• Every other section, such as 194C, 194J or CGST section 52, applies from the first rupee. Tick it only when the rules say it applies to this client.

Invoices with TDS or TCS are listed in Reports, TDS & TCS, where you also tick off each TDS certificate, and summed in the GST Returns TDS / TCS tab. A client deducted TDS you did not put on the invoice? Record it with the payment: see TDS when recording a payment. Have your CA confirm which sections and rates apply to you.

#TCS: tax collected at source

Tick TCS — Tax Collected at Source (marked Adds to invoice total), then pick the section:

The TCS prints as its own line and is added to the total. Section 206C(1H), TCS on sale of goods, was removed from 1 April 2025, so new invoices cannot choose it; invoices already made with it keep it, and it shows greyed out in the list.

#TDS: tax deducted at source

Tick TDS — Tax Deducted at Source (marked Buyer deducts; informational), then pick the section your client deducts under:

TDS is worked out on the value without GST, as the CBDT circulars require when the invoice shows GST separately. The invoice shows Less: TDS and the Net Receivable, the amount you should actually receive. The invoice counts as paid once payments cover the total less the TDS.

#Billing in another currency

If you bill clients abroad, you can make the invoice in their currency: US dollars, euros, pounds, dirhams and the other currencies of the countries the app supports.

Where the currency box is

A Currency box (for example $ USD) sits in the Invoice Details card, next to the dates, when any of these is true:

• Settings, Region is International or Both / Auto.
• The client's country is not India.
• The invoice is already in a currency other than rupees.

If your Region is India only and you bill an Indian client in rupees, the box stays out of the way. It is always in Customize at the top of the panel.

Changing the currency changes every money symbol on the screen and in the preview at once. The Rate box of each line shows the symbol too, such as Rate ($).

Which currency a new invoice starts in

• A client you saved with a Preferred currency gets that currency.
• A client abroad without one gets their country's currency (a UK client gets pounds). For the country Other, the last foreign currency you used is picked.
• An Indian client gets rupees. Before, the app kept whatever the last invoice used, so after a dollar invoice the next Indian client was billed in dollars too.
• When you save, the currency is remembered on the client, so the next invoice for them starts the same way.

The exchange rate

For any currency other than rupees, a second box asks 1 USD = ? INR. Type how many rupees one unit was worth on the invoice date, such as 84.10. Use your bank's rate for that day or the RBI reference rate. The app does not fetch rates from the internet.

• Under the boxes the app shows the invoice total in rupees, for example ≈ ₹84,100.00 in all.
• The rate is saved with the invoice. GST returns, reports, the Dashboard and income tax turn the invoice into rupees with this rate, never with today's, so a return you filed last month gives the same figures today.
• The rate you last typed for a currency shows in grey in the box as a reminder. It is not filled in for you, because rates change every day.
• If you leave the rate empty, a warning says so. The GST returns screen then lists the invoice as an error and will not make the GSTR-1 file until you add the rate.

What prints on the invoice

• An EXCHANGE RATE line, such as 1 USD = 84.1000 INR. Turn on Print Settings, Dual currency display to add the rupee total to that line: 1 USD = 84.1000 INR · Total ₹84,100.00.
• The UPI QR code is left off: UPI only takes rupees. If your payment account has an online payment link (PayPal, Wise, Payoneer), it prints instead as PAY ONLINE.
• The currency decides the money symbol, not the tax. A client outside India is an export whatever currency you bill in; see Exports and LUT.

#Terms & Conditions, notes and a private note

The fourth card holds three boxes: the Terms that print at the foot of the invoice, Notes / Remarks for the client, and a Private Note only you see.

Terms

A text box with a small toolbar: B, I, U, • List, 1. List, H for a heading, ¶ for a normal paragraph, 🔗 to turn the selected words into a link, and ✕ to clear formatting. You can paste from Word or Google Docs.

• Insert preset (by business type) fills in India-specific starter wording: Generic SME / Trader, Freelancer / Consultant, Manufacturer / Wholesale, Retail Shop, Restaurant / Café, IT / Software Services, Construction / Contractor, Medical / Healthcare, Educational Services / Coaching, Transport / Logistics, Real Estate / Rental Invoice, E-commerce Seller, or Export / International (LUT). — Start from blank — empties the box. If you already have terms, you are asked once (Replace current Terms?); later swaps in the same browser session happen without asking. Edit the wording freely afterwards.
• Load saved template uses one of your saved templates. It only shows when you have saved one. On a brand-new invoice, your first template is loaded for you. Once you edit the text the list shows — Custom —.

Notes / Remarks (optional)

Prints on the invoice under the terms, for the client: project details, special instructions, a thank-you. It has the same toolbar as Terms.

#PDF layout: Compact or Formatted

On the right of the Terms & Conditions title, PDF layout chooses how the terms and notes print:

Until you choose, the layout follows Print Settings, and a Services invoice starts as Formatted.

#Private Note (not shown on invoice)

The yellow box at the bottom of the card is only for you, such as Client asked for 15-day credit, follow up on 20th, referred by Ravi. It is saved with the invoice but never prints or goes to the client. On the Dashboard, a yellow note icon next to the client shows it.

#Additional Pages / Sections

Extra pages printed after the invoice, such as a scope of work, a delivery timeline, a warranty card or a price breakup. Each section prints as its own page in the PDF.

1. Add a sectionClick Add Section at the top right of the card.
2. Give it a titleFor example Scope of Work or Delivery Timeline. It prints as the page heading.
3. Write or paste the contentType, or paste formatted text, lists and tables from Word or Google Docs; the formatting is kept.
4. Order themThe up and down arrows move a section. The red bin removes it.

Extra pages do not print on thermal receipts. Each section is fitted onto one page, so very long content comes out squeezed: split a long annexure into two or more sections.

#The live preview

The Live preview on the right shows the invoice exactly as it will print, with the paper size, style and options you chose, and updates as you type. − and + zoom out and in from 50% to 200%, and Fit fits it to the width of the space. The zoom is remembered.

• A cancelled invoice shows CANCELLED across it; a proforma shows a faint ESTIMATE.
• On a thermal paper size the preview is a narrow receipt.
• Full view opens the whole page in the print preview window, with Print and Download PDF.
• To give the form more room, click Hide Preview in the toolbar.

If something prints differently from the preview, see Something is missing from the PDF.

#What must be filled in

A new invoice needs a client name and at least one item with a name, a quantity and a rate. Otherwise Save, Save & Download and Print stop with Add a client name before saving. or Add at least one item with a quantity and rate before saving. Click the amber Draft — click to complete badge in the toolbar to jump to what is missing.

This is so a blank invoice never takes an invoice number: GST expects numbers without gaps.

#Save & Download

Save & Download (or Ctrl + P) does all of this in one go:

1. Saves the invoice, giving a new invoice its number, and counts it as printed once more.
2. Downloads the PDF, showing that saved number, named after the type and number, such as INV_INV-2026-27-0001.pdf.
3. Keeps a copy of the PDF in the app's Saved Invoices folder, in a folder for that client and month.
4. Uploads it to Google Drive, if you have connected Drive in Settings.
5. Prints it, if auto-print is on in Print Settings or for this client.

Saving takes the items out of stock, for rows picked from your products; saving again after changing a quantity moves only the difference, a credit note puts stock back, and a quotation or proforma moves none (see How stock is counted). If stock runs low (5 or fewer) or out, you are told.

If you change an invoice you have already downloaded or printed, a plain Save also updates its PDF in the Saved Invoices folder, without downloading it again.

Long invoices are split between rows, never through a row, and the signature and stamp are never cut across a page break: if they would be, the whole footer moves to the next page.

#Printing

• On A4, A5 and other sheet sizes, Print saves the invoice, makes a sharp print copy and opens your browser's print window, which has its own page preview.
• On a thermal paper size, it first shows a Print preview of the receipt, with Print, Download PDF and Cancel. See Thermal receipt printing.

Printing saves the invoice first, like Save & Download, so what you hand the client is always in your records with the same number.

#Sending on WhatsApp

WhatsApp opens WhatsApp with this message typed in: the invoice number, date, client, subtotal and total, and your business name. If the client is saved with a phone number, the chat opens with them; otherwise you choose the contact. It does not save the invoice.

From the invoice screen the PDF is not attached. Download it with Save & Download and drag it into the chat. The WhatsApp button on the Dashboard can attach the PDF on phones.

#E-way bill

An e-way bill is generally needed when goods worth more than ₹50,000 are moved. For tax invoices and delivery challans, E-Way Bill downloads a file, such as EWB-INV-2026-27-0001.json, in the format the NIC e-way bill portal accepts. Upload it there with its JSON upload option instead of typing everything again. The app makes the file; the e-way bill number itself comes from the portal (see what the app does not do).

1. Turn it onThe button shows only while E-way bill is on in Settings, Features.
2. Save the invoice firstThe file uses the number on screen, so save first to be sure it is the final number.
3. Click E-Way BillThe file downloads, and a message says E-Way Bill JSON downloaded.
4. Upload it on the portalAdd the vehicle and transporter details there if the portal asks.

#Saving as you go

• What you type is kept while the browser tab stays open. If you leave the screen by mistake and come back, the invoice is still there.
• A new invoice (or a duplicate or conversion) is not stored in your records until you first click Save, Save & Download or Print. It takes its number only then.
• After that, changes are saved automatically about two seconds after you stop typing.

The badge beside Back tells you where you are:

#Leaving with unsaved changes

If you click Back after changing an invoice that has a client and an item, an Unsaved changes window asks what to do:

Closing or reloading the browser tab asks too, with the browser's own message. Opening an invoice and leaving without changing anything does not ask.

#Keyboard shortcuts on this screen

On a Mac, use ⌘ instead of Ctrl. More shortcuts: Shortcuts, search and notifications.

#When an invoice cannot be changed

Two kinds of document open read-only, with a blue note at the top:

• A cancelled invoice: This invoice is cancelled and read-only. Undo the cancel on the Dashboard to change it.
• A quotation, proforma or challan already converted: Converted to INV/…. This copy is read-only.

You can still download or print them. Nothing is saved automatically, and Save explains why. To make a new document from one, use Duplicate on the Dashboard.

An invoice with an IRN (e-invoice) shows an amber note instead: changes made here are not sent to the e-invoice portal. To correct an e-invoice, cancel it on the portal within 24 hours and issue a new one, or issue a credit note. See E-invoicing.

#How to make a credit note

1. Start a new invoiceChoose Credit Note as the type.
2. Point it at the originalIn Original Invoice Reference, enter the number of the invoice it corrects.
3. Enter what is being creditedAdd the returned items, or the price difference, with the same GST rates as the original.
4. SaveIts total is subtracted from your sales on the Dashboard, returned goods go back into stock, and it goes into GSTR-1 as a credit note.

#Turning a quote into an invoice

When a client accepts a Quotation or a Proforma / Estimate, click Convert to Tax Invoice on it in the Dashboard. A new tax invoice opens with the same client and items, and gets its own number when you save it. The same works for a delivery challan. Once saved, the original shows Converted and its Convert button goes away, so it cannot be turned into a second invoice by mistake.

#Cancelling an invoice

An invoice number, once issued, has to stay in your records, so a saved invoice is cancelled rather than deleted. Cancel it from the Dashboard: it keeps its number, prints with CANCELLED across it, drops out of your totals and GST returns, and its stock goes back.

To correct an invoice already sent to a client, the GST way is a credit note rather than a cancellation.