Create your first invoice
Bill a customer step by step: pick or add the customer, set where the goods go, add line items, and check the totals before you generate.
On this page
An invoice in ForgeDocs is a form with a live preview beside it. You choose who and what; ForgeDocs fills in the facts from your records and works out every tax figure. Nothing is saved or numbered until you choose Generate document.
Fill in the invoice
- Start an invoice
Choose Create, then Invoice. From a customer’s page, New invoice opens it with that customer already chosen.
- Choose the customer
Type part of the name, GSTIN or city and pick them from the list. Their GSTIN and state show under the box, and their currency, payment terms and due date are applied. Someone new? Choose Create “name” and add them without leaving the invoice; see Add a customer.
- Check where it ships and the place of supply
Ship to uses the customer’s shipping address. Tick Ship to a different address to send this order somewhere else; the PIN code fills the rest of the address. Place of supply follows the ship-to state, and the chip beside it shows whether the invoice will charge CGST + SGST or IGST.
- Set the dates
The issue date is today. Pick a due date preset such as Net 30, or a date of your own, and add the customer’s PO number if they gave you one.
- Add line items
Pick a product to fill its description, HSN or SAC code, unit, rate and GST rate, or type a line of your own. Rates accept Indian commas (1,25,000). A discount can be in rupees or as a percentage: use the ₹ / % switch in the discount cell. The amount on each line updates as you type.
The HSN/SAC, Unit and Discount switches above the table choose which columns are printed on the invoice.
- Terms, notes and payment
Payment terms, terms and conditions and notes start from your company defaults, and you can change them for this invoice. Leave Print a UPI QR on to print a QR code your customer can scan to pay the exact amount.
- Check the totals and generate
The totals panel shows the subtotal, discount, taxable value, CGST and SGST or IGST, the round-off and the total in words, calculated the same way as the PDF. Open Full size to read the preview, then choose Generate document. The invoice gets the next number in your invoice series and opens with its PDF.
On a phone
The form is the same. Each line item becomes a card, and the total stays in a bar at the bottom of the screen with the Generate document button.
After it is issued
An issued invoice is not edited in place. To correct one, choose Create → Credit note, pick the customer and the original invoice, and then issue a new invoice if needed. To bill the same thing again, open the invoice and choose Create similar, which copies the customer, lines, HSN codes and terms into a new draft.
Read GST and place of supply for exactly how the tax is worked out.