Help Centre menu

Create a GST invoice

Bill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Before you start: Add the customer and the items you sell first, or create them while you fill in the invoice.

1Open Invoices and start a new one

In the left menu open Sales & Invoicing → Invoices. You'll see every invoice with its status — Draft, Due, Paid or Overdue. Choose the + button at the bottom right to start a new invoice.

Scalar360 screen: Open Invoices and start a new one — Numbered outlines show what to click, in order.

2Choose the customer

Click Select customer and start typing the name. Scalar360 fills in their GSTIN and state, and works out whether the sale is intra-state (CGST + SGST) or inter-state (IGST).

Scalar360 screen: Choose the customer — Numbered outlines show what to click, in order.

3Check the invoice details

The invoice number is generated when you save. Set the Date. The Due date is filled in for you as 15 days after the issue date (or the customer's credit days) and updates when you change the customer or date, until you edit it yourself. Add a PO reference if the customer gave you one, and tick Reverse charge only when the recipient pays the tax. If you have more than one warehouse, choose the Ship-from warehouse that the goods leave from.

Scalar360 screen: Check the invoice details — Numbered outlines show what to click, in order.

4Add line items

Under Line items, click Pick item and choose a product or service. Its rate, HSN/SAC code and GST rate come from the item; change the Qty, Rate or GST% if this sale is different. Use Add item for more lines.

Scalar360 screen: Add line items — Numbered outlines show what to click, in order.

5Review the totals and issue

The Summary shows the subtotal, the tax split and the total. Choose Save Draft to finish later, or Save & Issue to give the invoice its number and post it to your accounts and stock.

Scalar360 screen: Review the totals and issue — Numbered outlines show what to click, in order.

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.Add a customerSave a customer's GSTIN, state and contact details once, so every quote and invoice for them fills in automatically.

Still stuck? Contact our support team — or start a free trial to try this in your own company.