How does InvGear determine whether to apply CGST/SGST or IGST?

The system compares your business's registered State with the customer's Place of Supply. If they match, CGST and SGST are applied. If they differ, IGST is automatically applied.

Can I edit an invoice after saving?

Yes, as long as the invoice has not been locked by an accounting period freeze, you can open the invoice, click Edit, make adjustments, and resave.

Sales & Billing 6 min read• Updated October 2026

How to Create and Send Compliant GST Tax Invoices

The Invoices screen is the core billing engine of InvGear. Generate compliant B2B and B2C tax invoices with automated CGST, SGST, and IGST calculations, multiple currency support, discount handling, and payment tracking.

Guide Overview & Quick Facts

Screen Guide

Estimated Time 6 min read

Steps to Complete 6 Action Steps

Target Workspace ScreenGST Tax Invoices

Path: /business/invoicesOpen This Screen in InvGear

Prerequisites: What You Need Before You Start

Your company profile (GSTIN, legal name, address) saved in Business Settings.
At least one customer and one item created (or create them on the fly while invoicing).

Step-by-Step Instructions Box

Standard Operating Procedure

Execute these 6 sequential steps to complete the workflow without compliance errors.

6 Steps Total

Open the New Invoice Screen

Step 1 of 6

Click 'Invoices' in the left sidebar, then click the '+ Create Invoice' button in the top right (or press Ctrl+K and select Create Invoice).

Select or Create Customer

Step 2 of 6

Choose a customer from the dropdown. The billing address, shipping address, and GSTIN will populate automatically. If the customer is new, click '+ Add Customer' to save them instantly.

Tip: Make sure the Customer's State of Supply matches their GSTIN state code to ensure accurate CGST/SGST vs IGST calculation.

Set Invoice Dates and Payment Terms

Step 3 of 6

Verify the Invoice Date, Due Date (e.g., Net 15, Net 30, Due Upon Receipt), and custom Invoice Number prefix.

Add Products or Services

Step 4 of 6

Click '+ Add Line Item'. Select an item from your catalog or type a custom description. Specify the Quantity, Unit Price, and Tax Rate (0%, 5%, 12%, 18%, 28%).

Key Options & Fields:

Intra-State SaleIf your business and customer are in the same state, InvGear splits tax into CGST + SGST.

Inter-State SaleIf customer is in a different state, InvGear automatically applies full IGST.

Apply Discounts, Notes & Bank Details

Step 5 of 6

Add an optional line-item discount or overall percentage/flat discount. Verify your bank account and UPI details are selected for the payment footer.

Save, Download PDF or Send

Step 6 of 6

Click 'Save & Issue'. You can immediately print, download a sleek PDF, copy the payment link, or send an invoice email to your client.

Pro Tips for Maximum Productivity

Use recurring invoices if you bill the same client every month for retainers or gym subscriptions.
Record partial payments whenever a client makes an advance payment to maintain accurate balance ledgers.
Customize your invoice color theme and logo in Business Settings > Invoices.

Statutory & GST Compliance Notes

✓Rule 46 of CGST Rules mandates invoice serial numbering to be consecutive and unique for a financial year.
✓HSN codes must be 4 digits for turnover up to Rs 5 Crore, and 6 to 8 digits for turnover exceeding Rs 5 Crore.

Frequently Asked Questions

Quick answers to common questions about using this screen.

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