Invoice Docs
Items

Items help users create invoices and estimates faster.

Items page

Item catalog fields

FieldPurpose
NameProduct/service name.
HSN CodeHSN/SAC code used for tax reporting.
PriceDefault unit price.
Tax CategoryReusable tax category.
Tax %Tax percentage for the item.
UnitUnit of measure.
DescriptionExtra item details shown in document.

Supported units

Common unit options include:

pcs, kg, g, gm, l, ml, m, cm, sqft, box, pack, dozen

Add item

  1. Open Items.
  2. Click Add item.
  3. Fill name, price, tax, unit, HSN, and description.
  4. Save.

Edit item

Use edit to update price, tax category, HSN, unit, or description.

Delete item

Deleting an item removes it from the catalog. Existing invoices keep the item data that was already saved inside the invoice.

Best practices

  • Save frequently used services/products as items.
  • Use item-level HSN codes for GST-ready invoices.
  • Use tax categories for consistent GST/VAT split.
  • Keep unit and description clear for customer understanding.