The Create Invoice page is used to create a new invoice, edit an existing invoice, or duplicate an invoice.

Page access

Invoice number

Invoice numbers are generated from Business Profile > Document Settings.

The system uses:

• Prefix
• Separator
• Postfix
• Pad width
• Last number
• Latest existing invoice number as fallback protection

Example:

INV-31

The app protects against duplicate invoice numbers by retrying with the next available number if needed.

Invoice details

The invoice header includes:

• Invoice number
• Invoice date
• Due date
• Status
• Customer/receiver information

Due date is important because reminders and overdue status depend on it.

Customer details

Users can select an existing customer or type a new customer.

Fields:

• Name
• Phone
• Email
• GST/VAT number
• Billing address

If a new customer is entered, the app can save that customer for future use.

Line items

Each item row supports:

Create new item from invoice

Users can create a new item directly while creating an invoice.

The item can include:

• Name
• HSN code
• Price
• Tax category
• Tax percentage
• Unit
• Description

Create tax category from invoice

If the required tax category is not available, users can create a new tax category from the invoice form.

Discounts

The invoice supports discount by:

• Amount
• Percentage

Percentage discounts are limited to a valid range and cannot exceed 100%.

Totals block

The summary calculates:

• Subtotal
• Discounts
• Taxable amount
• Taxes
• Round off
• Grand total

Round-off and settlement adjustments are handled separately so the final total remains clear.

Notes and terms

Users can add invoice notes. Business-level invoice terms from Business Profile are also included when saving the invoice.

Typical note:

Thank you for your business. Payment due within 7 days.

Status selection

The invoice form supports these direct status options:

• Draft
• Sent
• Paid
• Cancelled

Payment tracking can later update status to:

• Partially Paid
• Overdue

Autosave

The invoice builder autosaves meaningful invoice changes to prevent data loss.

Autosave is skipped for empty drafts and avoids unnecessary saves when nothing has changed.

Paid invoice lock

When editing an already paid invoice, payment-linked fields should be treated carefully. The current app detects paid invoices and locks/restricts some editing behavior to avoid incorrect payment state.

AI assistant

If the AI add-on is active, the invoice page can show an AI assistant.

Supported AI actions include invoice/item/customer/tax/discount updates such as:

• Create invoice draft
• Add item
• Update item
• Delete item
• Add tax
• Update tax
• Remove tax
• Update customer
• Apply discount
• Remove discount

Main actions

Best practices

• Complete Business Profile before creating invoices.
• Use saved customers and saved items to reduce mistakes.
• Use tax categories instead of typing tax every time.
• Always preview PDF before sending to a customer.
• Avoid changing paid invoices unless the business process requires it.