Send your first invoice
- Press New invoice (the + button on a phone).
- Under Bill to, choose a client, or pick + New client… and type their name, email and state. They are saved for next time.
- Pick the due date, or tap On receipt, 7, 15 or 30 days.
- Describe the work: start typing and pick a suggested item (your own past items, with their last price, or common items for your type of business), then the quantity or hours and rate. The SAC code and GST rate fill in by themselves, and the summary shows the taxable value, CGST and SGST (or IGST) and the total as you type.
- If you have not added a UPI ID yet, the form asks for it, so your client has a way to pay.
- Press Send invoice. Your client gets an email with a link to view and pay.
After sending you land on the invoice. Use Send on WhatsApp or Copy link to share it wherever your client will see it. Tick Bill this every month before sending to make it a monthly invoice.
Related
- Create your EasyInvoices account
- Set up UPI payments (zero fees)
- GST settings: GSTIN, SAC codes and invoice numbers
Still stuck? Email [email protected] and a person will reply.
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