Creating your first invoice

Your first invoice

Create a professional GST-compliant invoice and send it to your client in minutes.

Step 1: Add a client

Before invoicing, add your client's details:

1. Go to Clients in the sidebar
2. Click "Add Client"
3. Enter name, billing address, GSTIN (if applicable), contact email, and payment terms
4. Save the client

Step 2: Create the invoice

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

Have existing invoices to upload? Navigate to Invoices > Upload instead. You can upload a single file or drag multiple files at once — AI extracts the data automatically, saving you from manual entry. See Create Invoice for details on bulk upload.

Step 3: Send the invoice

• Preview the invoice PDF
• Click "Send to Client"
• The invoice is emailed with a PDF attachment

Tips

• Set up recurring invoices for regular clients
• Create invoice templates for faster creation
• Enable payment reminders for overdue invoices
• Use AI upload for faster data entry on received invoices

Related articles

• Create Invoice — full invoice creation guide with bulk upload
• Invoice Detail — viewing and managing saved invoices
• Client Management — managing your client list
• AI Access Guide — enabling AI features for your team