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
Gross -> Discount -> Taxable value -> CGST + SGST (same state) or IGST (different state) -> Round off -> Total. Every line is rounded to the paisa first, and a rupee invoice's total is rounded to the nearest rupee on its own Round off line - so the figures on the page always add up. Amounts use Indian grouping (12,34,567.00).
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.
Invoice date
Left alone, a document is dated the day you finalize it. Tap the date to back-date it - it also decides which financial year's series the number comes from.
Autosave
A draft saves itself a couple of seconds after you stop typing, so a phone call or the app being closed never costs you the invoice. Leaving still asks whether to keep or discard your changes; Discard puts the draft back as it was.
Draft vs. Finalize
A draft has no document number yet. Finalize first shows a review: problems that block it (no client, a zero total, your business name or state missing) and warnings you can accept (missing GSTIN, HSN/SAC missing for a registered client, a client state that doesn't match their GSTIN, stock shortfalls). It then assigns the next number, builds the PDF, and opens the preview.
Finalized = read-only
An issued invoice can't be edited - that's what makes it an invoice. To change one, use
Duplicate as new draft, or correct it with a
credit note or a cancellation. Quotations stay editable.
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, and tells you if you type more than is still due. Mark as unpaid asks before clearing the payments recorded.