Record a sales invoice with GST

Steps

1. 1

   Step 1: Open a new sale

   Open Transactions → Sales. Choose Without item for services or a simple amount (shortcut F8), or With item when you sell goods from stock.
2. 2

   Step 2: Pick the customer

   Choose the Customer, then add your invoice or order reference. Smart Books fills the due date from the customer’s credit days.
3. 3

   Step 3: Check the place of supply

   The place of supply decides the GST: within your state you charge CGST and SGST, to another state you charge IGST. Smart Books picks it from the customer’s address — check it is right.
4. 4

   Step 4: Add what you sold

   Add a line for each product or service with its quantity or amount. The HSN or SAC code and GST rate come from the item or account; Smart Books adds the tax.

   lightbulbTip: Press Ctrl+D on the last line to copy it.
5. 5

   Step 5: Save or post

   Choose Save draft (F9) to finish later, or Post (F12) to put it in your books. If your company needs approvals, the button reads Submit for approval.
6. 6

   Step 6: Print or share

   Once posted, print the tax invoice from the voucher. Your company logo comes from your company details in Manage, and the signature and stamp from Manage → Print Assets.