Settings

Invoice setup and optional app connections.

Configure seller profile, GST behavior, charge lines and optional links with source apps.

Seller profile

Save invoice settings.

These fields are used on every invoice document and for automatic invoice numbering.

Legal name GSTIN PAN State code State name City Postal code Email Mobile Invoice prefix Next invoice number Default HSN/SAC

Address Bank details Payment terms Declaration

Setup checklist

Seller profile

Legal name, address, GSTIN, PAN, bank details, invoice prefix and next invoice number.

Tax rules

Intrastate CGST/SGST and interstate IGST based on seller and buyer state codes.

Charge lines

Custom service, product, fee, discount and reimbursement lines with HSN/SAC, quantity, rate and amount.

Reports

Invoice analysis by customer, status, due date, paid amount, balance and service type.

Billing modes

Invoicing works for any customer or bill. Source data can be connected only when it helps.

Create invoices from manually entered customers, products, services, fees, discounts and reimbursements.

Attach operational records as optional invoice source basis.

Convert existing billing entries into invoice-ready charge lines when available.

Include pickup, delivery and vehicle movement charges in invoices.