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Create and issue an invoice

Create an invoice or convert a quotation or proforma, then issue and download the PDF. GST-ready for India.

5 min readUpdated

An invoice formally bills a customer for goods or services. In eazmybiz you can create one from scratch, convert a quotation into an invoice, or convert a proforma invoice into a tax invoice — in one click.

eazmybiz is a document tool for businesses worldwide. It is not accounting software. Businesses outside India set a tax percent and choose the invoice currency. Businesses in India can issue GST-ready tax invoices (GSTIN, HSN or SAC, and place of supply).

Issue counts toward the same documents (combined) monthly quota as quotations and proforma invoices. Quota is consumed only when you Issue the first time. Re-print or download PDF anytime — that does not use another quota unit. On Free, customer-facing PDFs show Powered by eazmybiz until you upgrade.

Convert a quotation or proforma into an invoice

Use this when the customer has already approved a quotation, or when you issued a proforma invoice and are ready to bill.

  • From an issued quotation, convert to an invoice.
  • From an issued proforma invoice, convert to a tax invoice.

Converting a quotation to a proforma invoice is a different step — see Create and issue a proforma invoice.

  1. Open the issued quotation or issued proforma invoice.
  2. Convert it to an invoice (one click). On a quotation, click Convert quote to invoice. On a proforma invoice, click Convert proforma to invoice.
  3. Review Bill to, line items, taxes or GST, currency, terms, and bank details. For a GST tax invoice in India, also check GSTIN, HSN or SAC, and place of supply.
  4. Use Print preview, then Issue when ready.

Create an invoice from scratch

  1. Open Invoices in the sidebar, then click New Invoice.
  2. Set the document date (organization calendar). Set Due date.
  3. Add Billing Address (customer) — type details or Load party from Parties. Set Shipping Address when the ship-to differs from billing (saved party ship-to slots, or the same as billing).
  4. Add line items (description, qty, Unit price, and GST % for GST-regular India companies or Tax % otherwise).
  5. Set taxes and Additional terms. Choose the invoice Currency. Add PO no. when the buyer sent a purchase order number.
  6. For GST-regular India companies, add the customer GSTIN, HSN/SAC on each line, and Place of supply. On a GST tax invoice the HSN or SAC code is required and must be 4, 6, or 8 digits. The invoice shows CGST and SGST for a supply within a state, and IGST for a supply to another state.
  7. Save with Create draft.
  8. Use Print preview, then Issue when ready. First issue counts toward your monthly documents quota once.

For India regular dealers on Pro or Max, issued B2B invoices, credit notes, debit notes, and exports can be downloaded in the GSTR-1 report. Free still lets you issue, print, and download PDF tax invoices. Credit notes and debit notes also count toward the documents (combined) quota.

Purchase bills (from a purchase order)

A purchase bill is created by converting an issued purchase order, not from the invoice screen. See Convert to a purchase bill on Create and issue a purchase order.

Related

Further reading

Create and issue an invoice — Help — eazmybiz