Invoice Docs
Getting Started

Use this checklist before creating the first live invoice.

1. Complete Business Profile

Open Business Profile and fill:

  • Business name
  • Phone number
  • Email
  • Address
  • Country
  • Time zone
  • Currency
  • GST/VAT number or tax number
  • Logo
  • Payment link, UPI QR, or payment instructions if customers should pay online

These details are used in invoice PDF templates, estimates, payment receipts, reminders, GST filing, and ZATCA flows.

2. Configure document numbering

Open Business Profile > Documents and configure:

  • Invoice prefix, postfix, separator, and last number
  • Estimate prefix, postfix, separator, and last number
  • Invoice terms and conditions
  • Estimate terms and conditions

Example:

Prefix: INV
Separator: -
Last Number: 30
Next invoice: INV-31

3. Add customers

Open Customers and save the billing contacts you use often.

Useful fields:

  • Name
  • Email
  • Phone
  • Tax number
  • Address

Customer email is important for sending invoices and scheduling email reminders.

4. Add items

Open Items and create common products/services.

Useful fields:

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

This helps users create invoices faster and reduces mistakes in tax calculation.

5. Add tax categories

Open Tax Categories and create reusable tax rules.

Examples:

Use caseCategory setup
India intrastate GST 18%CGST 9% + SGST 9%
India interstate GST 18%IGST 18%
VAT 5%VAT 5%

The total rate must match the sum of the tax components.

6. Create the first invoice

Open Invoices > New Invoice.

  1. Select or enter customer details.
  2. Confirm invoice date and due date.
  3. Add items.
  4. Select tax category or tax percent.
  5. Add discount if needed.
  6. Check subtotal, taxable amount, tax, round-off, and grand total.
  7. Save and preview.
  8. Download, print, share, or send the PDF.

7. Record payment

After the customer pays:

  1. Open the invoice overview.
  2. Click Record Payment.
  3. Enter amount, payment date, method, reference, and notes.
  4. Save the payment.
  5. View, download, print, or share the payment receipt.

8. Compliance setup

Use these only when required:

  • GST Filing: Requires business GSTIN, PAN, email, phone, and proper invoice tax data.
  • ZATCA: Requires ZATCA add-on, Saudi business setup, onboarding/signing details, and correct invoice type.
OverviewDashboard