Raise sales invoices
Raise GST-compliant tax invoices against customer bookings, amend them when needed and keep a clean trail of what has been billed vs received.
A sales invoice is the GST-compliant tax document you raise against a customer booking. Invoices sit alongside payments received — one is the billing event, the other is the collection event — and the booking totals keep a running tally of invoiced vs collected vs pending.
Only roles with invoice.read and invoice.write can see this screen — Accounts Team, Accounts Executive, and Admin.
Raise an invoice
Step 1: Open CRM → Invoices
Click New invoice.
invoices-01.png
Step 2: Pick the booking
The customer, unit and address pre-fill from the booking.
Step 3: Add line items
Each line item has a description, HSN/SAC, quantity, rate and GST rate. The GST block (CGST/SGST or IGST depending on inter-state) is computed automatically.
Step 4: Pick the invoice date and due date
The due date drives aging. Overdue invoices show on the Finance aging report.
Step 5: Save as draft or finalise
Save keeps it DRAFT and reversible. Finalise stamps the next sequential invoice number and locks the invoice; from here only amendments can change it.
Amend a finalised invoice
Finalised invoices cannot be edited in place — that would break the sequential-number audit trail. Instead you amend, which creates a new invoice version linked to the original.
Step 1: Open the invoice
Click Amend. The editor opens with the current values; make changes and save.
Step 2: Pick an amendment reason
The reason is mandatory and appears on the amendment history panel.
PDF and email
Step 1: Click Download PDF
The server renders the GST-compliant PDF with your firm's letterhead.
Step 2: Click Email to customer
If SMTP is configured, the PDF is sent as an attachment to the customer's email on file.
What's next
- Credit notes — issue a credit note against an invoice.
- Payments received — record collection against the invoice.