Creating & sending invoices
Sequential numbers, clear tax lines, and a payment record you can reconcile.
How it works
Set up your business profile once with your legal name, PAN, optional GSTIN, bank details, invoice number prefix, and default GST and TDS percentages. Each new invoice starts with these details.
Invoice numbers are allocated in a sequential series for each April–March financial year. A number is assigned when an invoice is created, so keep records of cancelled or deleted drafts as well as final invoices. Confirm the records your accountant needs for filing.
Enter GST only when it applies to this supply and confirm whether your agreed fee is tax-inclusive or tax-exclusive. A payer may deduct TDS before paying; record the actual withheld amount from the payer’s statement or certificate, not an assumed percentage. For sums first credited or paid from April 1, 2026, India’s TDS reporting follows section 393 of the Income Tax Act, 2025 rather than the old 194C/194J section labels.
Add your logo and signature to the PDF. Invoices do not collect payments on this platform because they have no payment gateway. Send the PDF through your usual channel, then record the payment and amount received when the money arrives.
Set it up
- 1
Fill in your business profile
Add your legal details, bank info, and default GST/TDS rates once, from the Invoices page.
- 2
Create an invoice
Pick or add the brand, add line items, and set GST/TDS if they apply.
- 3
Send the PDF
Download the PDF and send it through your usual channel, such as email, DM, or the brand’s portal.
- 4
Mark it paid
Once payment lands, record it and how much actually arrived, especially if TDS was deducted.
Official resources
Tips to get the most out of it
- Set your default GST/TDS percentages in your business profile once, so you’re not re-entering them on every invoice.
- Record the amount you received, not just “paid”. The ledger tracks the difference from the invoice total when TDS is involved, so you know what remains due.