Create & Track Sales
Create Your First Invoice
Create accurate invoices, track payments, and keep dues clear from the first bill.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
When to Use This
You are billing a walk-in or repeat customer.
You need to issue GST-compliant invoice.
Strategic Value
"Clear billing flow keeps dues, stock, and GST totals aligned."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
Customer + Item Row
Capture customer picker and item lines only.
UI Reference
Payment Mode Block
Capture mode selector and total due preview.
Detailed Instructions
Follow these in order while working inside the app.
Open Sales and add customer.
Step 1Complete this step in the app, then move to the next one.
Add product line items and quantity.
Step 2Complete this step in the app, then move to the next one.
Confirm GST % and total amount.
Step 3Complete this step in the app, then move to the next one.
Choose payment mode: Cash, UPI, or Credit.
Step 4Complete this step in the app, then move to the next one.
Save invoice and share receipt/invoice.
Step 5Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"Invoice total Rs 5,000. Payment mode credit. Customer due should become Rs 5,000."
Important Check
Wrong GST % at product level can break report accuracy.
Common Gotchas
Using wrong payment mode for credit sale.
Saving invoice with missing HSN/GST values.
Editing old invoice without reconciling stock.