September 19, 2023

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. 

go to products and services

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

click on add new item

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.

fill in the rpoduct details

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.)

add tax percentage

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. 

fill in the other details

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. 

click on add item

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. 

product added successfully

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.  

click on create invoice

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.)

fill in customer details

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.

fill in product details

Step 4: Fill in other required details 

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

add additional charges

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

click on save

Your GST Invoice is ready.

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

invoice with GST is ready