Before you start
- Create an active invoice book with the right GST classification.
- Check the customer’s GSTIN and state, which decide the place of supply.
Create a sales invoice
- Open Sales Invoices and choose to create one.
- Select the invoice book, date and customer.
- Select the challans to bill, or add item lines directly with store and batch.
- Check the tax and totals, and apply an advance if the customer has one.
- Save, then reopen the invoice to check the number, lines and totals.
Result: Stock, the customer’s balance, the books and GST data update together.
Cancel a sales invoice
- Open the invoice and choose cancel.
- Confirm, then check its status and any allocations.
Result: The accounting entry is reversed, receipts allocated to it become available again, and the invoice stays on record as cancelled.
Print an invoice
- Open the invoice and choose print.
- Choose the layout or copy options shown, wait for the preview, then print or save as PDF.
Screenshots coming: Screenshots for this topic are being prepared from a demo company.
Tips
- An invoice with an e-Invoice IRN cannot have its amounts, items, date or customer changed. Use a credit or debit note.