Getting started

Create your billing profile

A billing profile represents one business. It carries the name, address, state and — if you are registered — the GSTIN that appears on your invoices.

The state on this profile is the single most consequential field in the product. It is compared against each customer's state to decide whether an invoice carries CGST and SGST or IGST, so an incorrect state puts the wrong tax head on every invoice you raise.

1. 1Open Settings and create or edit your billing profile.
2. 2Enter your legal business name, address and state.
3. 3Add your GSTIN if you are registered. Leave it blank if you are not — invoices are then raised without GST fields.
4. 4Upload your logo and signature, and add the bank details you want printed on invoices.

Add a customer

Customer records are shared across all of your billing profiles, so a customer you invoice from two businesses is still one record.

• Name and state are required — the state drives the tax split.
• GSTIN can be verified rather than just typed; the record notes whether it was verified, entered manually or matched locally.
• Billing and shipping addresses are stored separately, which matters when goods go somewhere other than the billing address.
• Email and phone are used for sending invoices and payment reminders.

Raise your first invoice

With a profile and a customer in place, the invoice itself is quick. Tax and totals recalculate as you type, so you can see the effect of a rate or quantity change immediately.

1. 1Create a new invoice and select the customer.
2. 2Add line items with a description, quantity, rate and GST slab. Search HSN or SAC codes as you go.
3. 3Check the tax breakdown — you should see either a CGST/SGST pair or a single IGST line, never both.
4. 4Save, then download the PDF, email it, or share a public link.

Bringing in existing data

If you already keep items or invoices in a spreadsheet, the Import screen accepts CSV and Excel files so you do not have to re-key them.