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September 19, 2023

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Biz with Swipe

Product FAQs

How to create an Invoice with the GST on the web

Step 1: Go to Products / Services.

Select the Products / Services option from the dashboard on the left.

Now click on “+Add New Item,” present at the top right corner of the screen.

Step 2: Fill in the product details and GST percentage.

A new form appears. Here, Select the Type as either product or service and fill in the basic details like name and selling price.

Now, select “Tax Percentage”. From the drop-down menu under the “Basic Details” section.

(You can also add units of measurement and custom fields like serial numbers, department, etc.)

Step 3: Fill in the other required fields.

Fill in other required information about the product, such as HSN / SAC Code, purchase price, category, etc.

(If applicable, you can also add opening stock details, discount percentage, Cess percentage, etc.)

Note: You can also add an image and barcode to the product and add or edit the details later.

Step 4: Click on “Add Item”.

Now, Click on the “Add Item.” button present at the top right corner of the screen to add the product.

Note: You can always add or edit the details later.

‍Congratulations! You have successfully added a product with GST to your product list. A pop-up will appear at the top of the screen informing the same.

Step 5: Go to Sales and select Invoices

First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', A drop-down menu appears.

Select Invoices from the drop-down menu and click on "Create Invoice” from the top right-hand corner of the screen.

Step 6: Fill in the customer's details.

You can select existing customers from the drop-down list or add new customers by typing in their details manually.

(And fill in the necessary details like due date, reference number, etc.)

Step 7: Fill in the product details

Now, Select or search for the product you added earlier and click on ‘+ Add to Bill.

Also, add the rest of the product details like quantity, category, discount, etc.

Step 4: Fill in other required details

Add additional charges (if applicable) and create or edit notes as well as terms and conditions.

Step 8: Add your signature and click “Save”.

Your GST Invoice is ready.

You can now share it via WhatsApp, SMS, or Email with your customers.

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