Make a sales bill with GST

Steps

1. 1

   Step 1: Start a new bill

   Choose Sales → New bill. The bill number is given by Smart Books when the bill is saved.
2. 2

   Step 2: Choose the customer

   Type in Search or select a customer. Their GST status is read from Smart Books, and what they already owe is shown next to their name.
3. 3

   Step 3: Check the place of supply

   Place of supply decides the tax: within your state Smart Books applies CGST and SGST, to another state it applies IGST.
4. 4

   Step 4: Add the items

   Search or scan each item, then set the quantity, rate and any Disc %. Rates come from the item in Inventory. If you keep stock in more than one place, pick the warehouse the goods go out of.

   lightbulbTip: Press Enter to move to the next field, and use the keyboard shortcuts list to bill without the mouse.
5. 5

   Step 5: Record payment if they pay now

   Under Payment & notes, enter Paid now and where the money was Received in — cash or bank. Leave it unpaid and the bill goes on the customer’s account.
6. 6

   Step 6: Save

   Choose Save, or Save & new to start the next bill straight away. Until you save, nothing is sent to Smart Books — an unfinished bill is kept on this device as a draft.