Create a sales invoice (F8)

Open the screen

Press F8 anywhere, press S on the Gateway, or click Sale in the quick bar. The Voucher No. fills in from your sales voucher type and the Date defaults to today.

Step 1: Invoice header

• Invoice Type: Tax Invoice, Export Invoice or Export (LUT).
• Supply Type: B2B (customer has a GSTIN) or B2C.
• Reverse Charge: No, or Yes if the buyer pays the GST.
• Optional: Order No., Order Date, Payment Terms (for example Net 30 Days) and Terms of Delivery (for example Ex-Works).

Step 2: Dispatch From

Choose a Dispatch Location. The address, city, PIN, state and your Company GSTIN fill in from the dispatch addresses you set up. The default location is pre-selected.

Step 3: Customer (Bill To)

Search and pick the Customer Name. Trade name, address, city, state, GSTIN, phone, email and PAN come from the ledger. If something is missing, fix the ledger rather than typing over it, so the next invoice is right too.

Step 4: Shipping (Delivery Address)

Tick Same as Customer, or Select Shipping Customer for a different delivery address (bill-to / ship-to).

Step 5: Items

For each line, search the product by code or name. Enter Description, Qty, Unit and Price. Taxable, GST % and Total calculate automatically from the item's HSN and rate.

Step 6: Transport and e-way bill

Fill Transporter Name, Transporter GSTIN, Transport Doc No. (GR No.), Transport Doc Date, Vehicle No., Destination, Pvt. Mark / Marks & Nos. and No. of Packages. Set E-Way Bill Applicable to Yes for goods moving above the threshold, with Distance (KM), Transport Mode (Road, Rail, Air, Ship) and the E-Way Bill No. if you already have one.

Step 7: Save

Add a Remark / Narration if useful, check the totals and click SAVE SALES VOUCHER.

After saving

• The invoice appears in the Day Book, the customer's ledger and the Sales Register, from where you can Edit Voucher or Print Invoice.
• B2B invoices appear on E-Invoicing (IRN) under Pending Generation when e-invoicing applies to you.
• Invoices above the e-way bill threshold appear on E-Way Bills under Pending.

How tax is decided

Hisab Central compares the state of your dispatch location with the customer's place of supply. Same state gives CGST + SGST; a different state gives IGST. The rate comes from the stock item's HSN / SAC and IGST Rate.