Sales Invoices

Sales Invoices lets you raise a proper, GST-compliant invoice for anything you sell outside of a unit booking — services, one-off charges, or any other billable item — and have it correctly reflected in your books the moment you finalize it.

Who can do this

Accountant, Client Admin.

Create an invoice

1. Go to Accounts → Invoices and click New Invoice.
2. Pick the customer this invoice is for. Their billing details are captured as a snapshot at this point, so the invoice stays accurate even if the customer's own record changes later.
3. Add one or more line items — description, quantity, rate, and tax percentage per line.
4. Choose the Sales Ledger and GST Output Ledger this invoice should post against. These aren't guessed automatically, since every organisation's chart of accounts is different — pick the ones that match how your books are set up.
5. Save as a Draft to keep working on it, or continue to finalize it.

How the total is calculated

Amounts you enter are treated as tax-inclusive. For example, a line entered at ₹1,917.50 with 18% tax is understood as ₹1,625.00 taxable value plus ₹292.50 tax — not ₹1,917.50 plus tax on top. The invoice breaks this down for you automatically as you add line items.

Finalize an invoice

Finalizing is a one-way step — do this once you're ready to actually issue the invoice, not while it's still a draft.

1. Open the invoice and click Finalize.
2. A permanent invoice number is assigned at this point (numbering starts at 10001 for each client and continues from there).
3. A balanced journal entry is posted to your books automatically.
4. If Tally sync is enabled, the entry is queued for sync automatically — no separate step needed.

Bill-to and ship-to details are locked in as a snapshot once finalized, so the invoice reflects exactly what the customer saw at the time, even if their record is updated afterward.

Download or share the invoice

Once finalized, use Download PDF to generate a formatted copy of the invoice, using your organisation's own branding.

A note on drafts

A draft invoice can be edited or deleted freely — nothing is posted to your books, and no invoice number is assigned, until you finalize it.