Vardhan Tax
Access Billing

Sales Documents

Creating a tax invoice

Step-by-step: customer, branch, tax, line items, GST preview, and issuing.

Prerequisites

  • A customer exists (or add one inline from the picker).
  • At least one GST rate exists so lines can carry tax.
  • Optional: branches, TDS/TCS rates, and an invoice layout set the way you want.

Steps

  1. Open Invoices → New invoice (or New invoice from the dashboard).
  2. Customer — pick a party from the typeahead. If the layout shows GSTIN, it appears once a customer with a GSTIN is selected.
  3. Tax & branch (when the layout shows them):
    • Branch — leave as Default or pick a location.
    • TDS rate / TCS rate — optional; leave as None if not applicable. If the lists are empty, add rates in Settings.
    • Inter-state supply (IGST) — tick when the place of supply is another state.
    • Extra fields such as buyer order no., vehicle no., condition/grade, or original invoice ref appear based on the layout.
  4. Line items — add each line's description (or pick an item), quantity, unit price, and GST rate. The item picker copies HSN/price; a customer price list overrides the price when set.
  5. GST summary — the right panel shows taxable value, CGST/SGST or IGST, TDS/TCS, and the total, updating as you type.
  6. Notes — optional payment terms or a thank-you note.
  7. Click Save draft. The blockers banner tells you if anything is missing (customer and at least one complete line are required).

Issue when ready

Saving keeps the document as a draft. To finalise:

  1. Open the saved draft.
  2. Click Issue tax invoice.
  3. Confirm the amount and party in the dialog.

Issuing assigns the next number from your series, snapshots totals/tax and the template preference, and enqueues the HTML/PDF document. The invoice becomes read-only.

Tip: You cannot issue directly from the create screen — save the draft first, then open it and issue.

Related

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