Sales & invoicing

Create GST invoices, quotes and sales orders, collect payments and manage customers.

• Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.
• Add a customerSave a customer's GSTIN, state and contact details once, so every quote and invoice for them fills in automatically.
• Create a quote and convert it to an invoiceSend a customer an estimate with GST worked out, then turn it into an invoice in one click once they agree.
• Take a sales orderRecord a confirmed customer order before you bill it, then convert it to an invoice when you deliver.
• Record a payment against an invoiceMark money you've received against an invoice, in full or in part, so the balance and your books stay up to date.
• View, download and share an invoiceOpen any invoice to check its details, download the PDF, email it or share a link the customer can view and pay from.
• Make a quick invoiceBill a walk-in or counter sale on one screen, with a live preview, and take the payment as you issue it.
• Raise a credit or debit noteCorrect an issued invoice — for returns, rate changes or extra charges — without editing the original.
• Set up a recurring invoiceBill a customer automatically every week, month, quarter or year — ideal for rent, retainers and AMC contracts.
• Read the sales dashboardSee what you've invoiced, collected and are still owed, and which invoices need chasing.
• Customise sales fields, columns and numberingCapture extra details on customers, invoices and quotes, choose which columns your sales lists show, and set how invoices, quotes and notes are numbered.

See what Sales & invoicing can do on the product page. Automating it? Use the Sales & invoicing API.