Core Guides
Sales, Invoicing & GST
Go from a customer order to a GST-compliant invoice to a filed return — all pulling from the same data, so you're not re-typing anything three times.
The order → invoice → payment flow
- 1. (Optional) Create a Sales Order — it starts as DRAFT and doesn't affect stock until you confirm it.
- 2. Confirming a Sales Order reserves the stock; marking it SHIPPED generates a delivery note.
- 3. Convert the confirmed order into an invoice with one click, or create an invoice directly from Invoices → New Invoice.
- 4. If e-Invoicing is on in Settings, the IRN is generated automatically — no extra step.
- 5. Once the customer pays, open the invoice and record the payment on its detail page.
Filing GST
Go to the GST page any time during your filing period. GSTR-1 and GSTR-3B are prepared automatically from the invoices and purchases already in the system — your job is to review the summary and reconcile any mismatches before you file, not to re-enter transaction data.
FAQ
Do I need to create a Sales Order before I invoice someone?
No — it's optional. Sales Orders are useful when there's a quote-to-delivery flow: a DRAFT order doesn't touch your stock, confirming it reserves inventory, and marking it SHIPPED generates a delivery note. You can convert a confirmed order to an invoice with one click, or skip straight to Invoices → New Invoice if you're billing immediately.
How does e-Invoicing (IRN) work?
If e-Invoicing is enabled in Settings, the IRN is generated automatically the moment you create the invoice — there's nothing extra to click.
How do I record that an invoice was paid?
Open the invoice's detail page and record the payment directly from there. Invoices that go past due automatically show up in your Dashboard alerts.
How does GST filing work?
The GST page pulls GSTR-1 and GSTR-3B data directly from your invoices and purchases — you don't re-enter anything. Review and reconcile any mismatches before you actually file, to avoid notices.