Bill to
Pick an existing client, add one inline, or leave it blank for a walk-in sale.
Line items
Add from your catalog (it asks for quantity) or type a custom line. Quick chips exist for flat-rate Labour and Transportation charges.
Per line
Description, qty + unit, rate, tax %, HSN/SAC, a rate includes tax toggle, and a discount as either % or a flat amount. The line total updates live as you type.
AI tax suggestion
An optional button per line that suggests a tax rate, if you've configured the AI assistant in Settings.
Stock warnings
Billing more than you have on hand shows a warning but doesn't block you — it's a heads-up, not a lock.
Totals
Discount → Subtotal → CGST + SGST (same state) or IGST (different state) for India, or one generic Tax line elsewhere → Total.
Reference, notes, terms
Reference holds the client's PO/order number. Terms default in from your business profile and are editable per document.
Per-document layout
The tune icon in the editor's top bar overrides template, font, and which PDF sections show — just for this one document.
Draft vs. Finalize
A draft has no document number yet. Finalize assigns the next number, shows a review summary (including any stock shortfalls), builds the PDF, and opens the preview.
Payments
Record a payment for the full balance or any partial amount, right from the Invoices list — it shows "already received X of Y" as you go.