What to have ready
Before you start, collect:
- Your registered business name, address and GSTIN
- The customer's name, billing details and GSTIN, where applicable
- A clear description of each good or service
- The appropriate HSN or service classification/SAC details, where required
- Quantity, rate and taxable value for each line
- The applicable GST rate
- The place of supply
- Your payment details, such as a bank account or UPI ID
Getting these details right first is faster than correcting an invoice after it has been sent.
Create the invoice step by step
- Choose India as the region. This enables the India-specific GST fields and rupee formatting.
- Add your business details. Enter the legal or trading details you use for invoicing, including your GSTIN.
- Add the customer. Include the recipient's GSTIN when the customer is registered and it is required for the transaction.
- Enter the line items. Describe each item or service and add the appropriate classification code, quantity and rate.
- Set the place of supply. This is what determines whether the invoice generally shows CGST and SGST/UTGST or IGST.
- Review the tax calculation. Check the taxable value, GST rate and tax amounts before you issue the invoice.
- Add payment details. Include a bank account, UPI ID or other payment instructions you accept.
- Download the PDF and review it once more. Check the invoice number, dates, GSTINs and total before sending it.
Adding a UPI QR code
If your invoice generator supports UPI payment links, you can add a UPI ID and place a QR code on the invoice. The customer can scan it with a compatible UPI app instead of typing payment details manually.
A QR code is a convenience, not a substitute for checking the underlying payment information. Make sure the UPI ID and amount are correct before sending the invoice.
If the QR is generated locally in the browser, the invoice tool can create the payment string without acting as a payment processor. The actual payment still takes place through the customer's UPI app and the banking/UPI network.
Before you send
A polished invoice is useful, but compliance depends on the information it contains. Check the current GST requirements that apply to your business, particularly if you are subject to e-invoicing, special place-of-supply rules or industry-specific requirements.