Create Your First Invoice

Welcome to BillYantra! Creating a GST-compliant invoice takes less than 2 minutes. Follow this step-by-step guide to raise your first invoice.

Step 1: Go to Sales / Invoices

From the main navigation, click on Sales in the left sidebar, then select Invoices. You will land on the invoices list page. Click the + New Invoice button in the top-right corner.

Step 2: Fill Invoice Details

On the invoice form, fill in the following required fields:

• Customer: Select an existing customer from the dropdown, or click + Add New Customer to create one on the fly. BillYantra will auto-fill the customer's GSTIN, address, and place of supply.
• Invoice Date: Defaults to today. Change if needed.
• Invoice Number: Auto-generated based on your numbering series (e.g., INV-2024-001). You can customise the prefix in Settings → Invoice Settings.
• Due Date: Set the payment due date for the invoice.
• Place of Supply: Auto-filled from the customer's state. This determines whether CGST+SGST or IGST applies.

Step 3: Add Line Items

Click + Add Item to add products or services:

• Item/Service: Search and select from your product catalogue, or type a new item name.
• HSN/SAC Code: Auto-filled from the product. Mandatory for B2B invoices above ₹50,000.
• Qty & Unit: Enter quantity and select the unit (Nos, Kg, Hours, etc.).
• Rate: The unit price excluding GST.
• GST Rate: Select 0%, 5%, 12%, 18%, or 28% from the dropdown.
• Amount: Calculated automatically (Qty × Rate).

You can add as many line items as needed. To remove a row, click the trash icon.

Step 4: Review GST

BillYantra automatically calculates tax based on your seller state vs. the buyer's place of supply:

• Intra-state (same state): CGST + SGST at half the GST rate each
• Inter-state (different states): IGST at the full GST rate

Review the tax summary at the bottom of the form. The grand total including GST is shown in bold.

You can also add a discount (percentage or flat amount) and any additional charges (e.g., shipping, packaging).

Step 5: Finalize or Save as Draft

You have two options:

• Save as Draft: Saves the invoice without locking it. You can edit it later. Draft invoices are not legally valid GST invoices.
• Finalize Invoice: Locks the invoice, assigns a permanent invoice number, and makes it ready to share. Finalized invoices cannot be edited — this ensures compliance with GST rules.

After finalizing, you can:

• Download the invoice as a PDF
• Share it via WhatsApp or Email
• Record a payment received against it

Tip: If you made a mistake on a finalized invoice, use the Credit Note feature to reverse it.