Creating Your First Invoice

Your First Invoice

Create a professional invoice in minutes:

Step 1: Add Client

Before invoicing, add your client's details:

• Name and billing address
• GSTIN (if applicable)
• Contact email
• Payment terms

Step 2: Create Invoice

1. Go to Invoices > New Invoice
2. Select the client
3. Add line items with descriptions, quantities, and rates
4. System auto-calculates GST based on HSN/SAC codes
5. Review totals and save

Step 3: Send Invoice

• Preview the invoice PDF
• Click "Send to Client"
• Invoice is emailed with a PDF attachment
• Track when client views the invoice

Pro Tips

• Set up recurring invoices for regular clients
• Create invoice templates for faster creation
• Enable payment reminders for overdue invoices