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Send a GST invoice

Create an invoice for a contact, then send it on WhatsApp or email with a payment link.

How-to4 minChecked against ERIX on

Before you start

  • Your business name, address and GSTIN in Payments › Settings, so they print on every invoice.
  • Razorpay connected in Channels, if you want customers to pay online.

  1. Step 1. Open Customers › Payments (Bills, Fees…) and select New invoice.

    The payments page with revenue, outstanding and overdue totals and the New invoice button. (opens the full-size image)

  2. Step 2. Pick the Contact: their name, email and phone fill in for you. Add each item with a description, HSN/SAC code, quantity and rate, and set the GST rate that applies to you. The preview on the right updates as you type.

    A new invoice for a contact with a dental implant line item and the live preview. (opens the full-size image)

  3. Step 3. Pick a Due date and select Save draft.

  4. Step 4. On the saved invoice, select Send on WhatsApp or Send email. Select Connect to collect to add a payment link, or Record payment when they pay you another way.

    A saved draft invoice with Send on WhatsApp and Connect to collect highlighted. (opens the full-size image)

If something isn't right

The invoice says "Your business name".

Fill in Payments › Settings once: business name, address, GSTIN and logo.

Can a customer pay an old link after I change the invoice?

No. Changing an invoice's total cancels its old payment link.

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